Zdoo ManualBook Info
1 About Zdoo
1.1  About Zdoo
1.2  Zdoo Features
1.3  Technical Support
1.4  Zdoo License
2 Install and Upgrade
2.1  ZDOO Installation (for all systems)
2.2  One-click Installation Package for Windows (Recommended)
2.3  One-click Installation Package for Linux
2.4  Upgrade Zdoo
2.5  Zdoo Cloud
2.6  Remove ranzhi from the address
2.7  Data Backup
2.8  Install Ioncube
2.9  Install php-zip
3 CRM
3.1  Basic Workflow
3.2  Add Product
3.3  Add Customer
3.4  Create Order
3.5  Sign Contract
3.6  Manage Contacts
3.7  Manage Lists
3.8  Manage Supplier
3.9  CRM Settings
3.10  CRM Reports
4 OA
4.1  Todo
4.2  Review
4.3  Announcement
4.4  Attendance
4.5  Leave
4.6  Makeup
4.7  Overtime
4.8  Business Trip
4.9  Reimbursement
4.10  Lieu
4.11  Egress
4.12  Holiday
4.13  Settings
5 Cashflow(Cash)
5.1  Introduction
5.2  Basic Settings
5.3  Add Bank Account
5.4  Manage Account
5.5  Keep Account
5.6  Batch keep accounts and import
5.7  Reconciliation
5.8  Report
6 Project (Proj)
6.1  Project Workflow
6.2  Create Project
6.3  Create Task
6.4  Actions in a project
6.5  Action Views
6.6  Actions in a task
7 Document(Doc)
7.1  Introduction
7.2  Create Document Library
7.3  Create Document
8 TEAM
8.1  Introduction
8.2  Settings
8.3  Modules
9 Flow
9.1  Introduction
9.2  Feature
9.3  Example
10 Administration
10.1  Settings
10.2  User
10.3  Privileges
10.4  Apps
10.5  Email settings
11 Integration
11.1  Introduction
11.2  Integrate ZenTao
12 Customization
12.1  Get Ready
12.2  Zdoo Directory
12.3  Find the Code
12.4  Database Structure

Basic Settings

2016-09-05 13:47:39
tengfei
2489
Last edited by Renee on 2019-08-12 11:15:39

Before you use CASH, you have to set basic information, such as income categories, expenditure categories, type of currency, import template settings, and view expenditure settings which can only set by a super administrator.


1. Category settings

Go to "CASH"->"Settings"->"Income", and you can add categories.


Click "Child" of a category to edit/add a child category.


2. Currency

Go to "CASH"->"Settings"->"Currency" and check types of currency you want to set in your CASH module.


3. Import template

Go to "CASH"->"Settings"->"Template" and click "Import" to import a template for accounting. You can use "View" and "Edit" button to view and modify a certain template.


4. View Expense (super admin only)

Go to "CASH"->"Settings"->"View Expense". Click a certain group to grant permissions to view expense.

Note

Only super admin can grant this permission to others.

How to add other currency 2019-01-03 19:57:15
Im from Nigeria, How to I add my currency
Renee 2019-01-04 07:09:35
Refer to the instruction below,

https://www.zdoo.org/thread/36.html
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