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Everything You Need to Know

From the basics to the details, find answers to the most common queries here.

Setup and Configuration

Go To The Company Setup Section Under Administration To Configure Your Company'S Basic Information.

Yes, Under Role Setup And Permission Setup, You Can Define Roles And Assign Specific Permissions To Users.

Absolutely! Use The Category Setup, Subcategory Setup, And Brand Setup Features To Organize Your Products.

Inventory and Stock Management

Navigate To The Stock Inventory Module To View, Adjust, Or Update Your Stock Levels.

Yes, The Damage Goods Module Allows You To Log And Manage Items That Are No Longer Usable.

Use The Stock Adjust Feature To Correct Discrepancies In Stock Levels.

Sales and Purchases

You Can Generate Purchase Invoices In The Purchase Section, Ensuring All Vendor Details And Products Are Recorded.

Yes, You Can View All Invoices Under The Customer Invoice (View) Section.

The System Includes Dedicated Modules For Return Goods (Supplier) And Return Goods (Customer) To Handle Returns Efficiently.

Reporting

You Can Generate The Following Reports:

  • Purchase Reports: Date-Wise, Monthly Summary, Vendor-Wise, And Product-Wise..
  • Sales Reports: Date-Wise, Monthly Summary, Vendor-Wise, And Product-Wise.
  • Issue Reports: Includes Return Goods List And Damage Goods List.

Use The Product Wise Stock Feature Under The Reports Section To Get A Detailed View Of Stock Levels.

Production and Maintenance

The Production Order Feature Lets You Manage And Track Production Requirements And Tasks.

Yes, You Can Use The Maintenance Tasks Module For Scheduling And Tracking Maintenance Activities.

Commercial and Quotations

The Generate Quotation Module Allows You To Create And Manage Quotations For Customers Or Suppliers.

General Questions

The System Helps Businesses Efficiently Manage Inventory, Track Stock Levels, Handle Purchases And Sales, And Generate Detailed Reports.

The System Is Designed For Administrators, Staff Handling Inventory, Production Managers, And Commercial Teams Requiring Stock Or Sales Data.

General Questions

Yes, The System Is Designed To Align With Standard Accounting Principles, Ensuring Accuracy And Reliability.

The System Provides Options To Customize Certain Reports Based On Your Requirements.

Data Security Is A Top Priority, With Measures In Place To Protect Sensitive Financial Information.

Bank Account Setup

Yes, You Can Set Up And Manage Multiple Bank Accounts Along With Their Branch And Cheque Book Details.

The Module Allows You To:

  • Add And Manage Bank Names.
  • Define Bank Branch Details.
  • Create And Manage Bank Accounts.
  • Generate Cheque Books For Transactions.

Chart of Accounts

The Chart Of Accounts Module Helps In Organizing And Categorizing All Accounts, Including Main Codes, Sub-Codes, And Detailed Account Hierarchies, For Streamlined Financial Management.

Yes, The Module Supports Accounts Main Code, Accounts Sub Code, And Accounts Sub Code2 For Hierarchical Account Structure.

Vouchers

The System Supports Various Vouchers, Including:

  • Sales Invoice Voucher
  • sales Return Voucher
  • purchase Invoice Voucher
  • purchase Return Voucher
  • journal Voucher
  • cash And Bank Payment Vouchers
  • cash And Bank Receipt Vouchers
  • bank Transfer/Deposit Vouchers
  • fixed Asset Depreciation
  • opening Balances
  • yearly Closing Vouchers

Yes, The Fixed Asset Depreciation Feature Allows You To Calculate And Manage Asset Depreciation.

The Yearly Closing Feature Ensures Proper Closure Of Accounts At The End Of The Fiscal Year.

Accounts Reports

Yes, The System Supports Ledger Sub Code2 Reports For More Detailed Account Tracking.

Yes, The Trial Balance Is Updated In Real Time, Ensuring Accurate Financial Snapshots.

The System Provides A Wide Range Of Reports, Including:

  • Journal Report
  • ledger Report
  • trial Balance
  • income Statements
  • expense Statements
  • balance Sheet
  • daily Statements
  • profit And Loss Statements
  • cash Book
  • bank Statements

Absolutely! The System Generates Comprehensive Loss And Profit Statements For Evaluating Business Performance.

General Questions

Roster Pro Is A Workforce Management Application Designed To Help Businesses Efficiently Manage Employee Schedules, Shifts, And Payments. It Includes Features Like Employee Profiles, Shift Setup, Hour-Wise Payment Calculations, And Automated Schedule Generation, Along With Detailed Weekly And Monthly Reports.

Yes, Roster Pro Is Designed To Cater To Businesses Of All Sizes. Whether You Have A Small Team Or A Large Workforce, The Application Can Be Scaled To Meet Your Scheduling And Reporting Needs.

Currently, Roster Pro Is A Web-Based Application. However, It Is Optimized For Mobile Browsers, Allowing You To Access And Manage Schedules On The Go.

Roster Pro Automatically Calculates Total Working Hours Based On:

  • Shift Start And End Times.
  • Break Times (If Configured).
  • Approved Leaves And Holidays.
  • The System Sums Up The Hours Worked By Each Employee And Displays Them In The Reports

Yes, You Can Assign Multiple Shifts To An Employee In A Single Day. Ensure There Is No Overlap Between Shifts Unless Intended.

For Technical Support Or Assistance, Contact The Roster Pro Support Team Via Support@Tratechbd.Com

Currently, Roster Pro Provides Standardized Reports. Customization Options May Be Available In Future Updates.

Yes, Roster Pro Uses Advanced Encryption And Security Measures To Protect Your Data. Regular Backups Are Also Performed To Ensure Data Integrity.

Currently, Roster Pro Does Not Support Multiple Locations Or Departments. However, This Feature Is Under Development And Will Be Available In A Future Update. For Now, You Can Manage A Single Location Or Department Efficiently Using The Existing Features.

  • Go To The User Information Section.
  • Locate The Employee You Want To Delete.
  • Click Delete And Confirm The Action.
  • You Can Resign User By Click Resign Button.
  • Note: Deleting A Profile Will Remove All Associated Data, Including Shift History And Payment Details.

Reporting

Roster Pro Provides Four Main Reports:

  • Schedule Details – Weekly, Monthly, Shift Wise, Employee Wise
  • monthly Overtimes
  • public Holidays
  • leave Approvals

Go To The Reports Section Under Work Schedule.&Nbsp; Select Report Types. Choose The Desired Time Period Or Filters. Preview To View The Details. Use The Export Option To Download The Report In Pdf Or Excel Or Word Format.

Setup and Configuration

Go To The User Information Under Settings Section. Fill In The Required Details Such As Name, Contact Information, Role, And Others. Save The Profile. You Can Edit Or Update Employee Details At Any Time.

Navigate To The Shift Setup Under Settings Section. Define The Shift Name, Start Time, End Time, And Any Specific Requirements (E.G., Break Times). Save The Shift For Future Use.

Go To The Holiday Setup Section. Select The Day(S) Of The Week As Weekly Holidays (E.G., Sunday).&Nbsp;

Integrate With Google Calendar To Automatically Sync Public Holidays. Alternatively, Manually Add Public Holidays In The Holiday Setup Section.

Go To The Leave Approval Section Under Settings. View Pending Leave Requests Submitted By Employees. Approve Or Reject Requests With A Single Click. Approved Leaves Will Automatically Reflect In The Schedule.

Work Schedule

Navigate To The Create Schedule Section Under Work Schedule. Select Month/Year And Click Search (If View Previous Schedule) Or Create Schedule To Create The Roster. You Can Edit Or Adjust The Schedule As Needed.

Yes, You Can Manually Adjust The Schedule After It’S Generated:

Go To The Create Schedule Section. Click On The Schedule You Want To Edit. Make Changes To Shifts, Assign Different Employees, Or Add Exceptions. Save The Updated Schedule.

General Questions

Currently, The System Provides Standardized Reports. Customization Options May Be Available In Future Updates.

The Setup Section Allows You To Configure The Basic Structure Of Your Tenant Management System. It Includes Options For Flat Setup, Service Setup, Rent Setup, Tenant Setup, And Account Heads Setup.

Yes, The System Uses Advanced Encryption And Security Measures To Protect Your Data. Regular Backups Are Also Performed To Ensure Data Integrity.

No, You Cannot Edit Or Delete A Transaction Once It Has Been Recorded In The System. However, You Can:

  • Collect Payments: Record New Transactions For Any Payments Made.
  • Print Receipts: Preview Tenants Ledger Records.

This Ensures Data Integrity And Prevents Accidental Or Unauthorized Changes To Financial Records.

Currently, The System Is Web-Based And Optimized For Mobile Browsers. A Dedicated Mobile App May Be Available In Future Updates.

Setup and Configuration

The Account Heads Setup Allows You To Define Income And Expense Categories For Better Financial Tracking. For Example:

  • Income: Rent, Maintenance Fees, Etc.
  • Expenses: Repairs, Utilities, Etc.
  • Add Or Edit Account Heads As Needed.

Go To The Floor Setup Section Under Setup. Enter Number Of Floor And Number Of Units For Create Flat. Floor, Flat Name Will Generate. You Can Edit Or Update Them Later.

Navigate To The Service Setup Section Under Setup. Enter The Service Name. Save The Service For Future Use.

Go To The Rent Setup Section Under Setup. Select Flat, Select Service And Assign Service Value. Save The Configuration. Click Save All Flats If You Want To Set Same Value For All Flats According To Selected Flat.

Navigate To The Tenant Setup Section Under Setup. Enter Tenant Details Such As Name, Contact Information, And Flat Assignment. Save The Tenant Profile. You Can Edit Or Update It Later.

Reporting

The System Provides The Following Reports:

  • Monthly Rent Report: Shows Rent Collected For A Specific Month.
  • Rent Slip: Generates A Rent Receipt For Individual Tenants.
  • Monthly Summary: Provides An Overview Of Income And Expenses For The Month.
  • Monthly Expenses Report: Details All Expenses Incurred During The Month.

Go To The Generate Rent Section Under Transactions. According To Selected Month You Can &Nbsp;View Or Export The Details.

Go To The Generate Rent Section Under Transactions. After Selecting Month For Which You Want To Generate The Slip You Can Preview Slip To Create A Printable Or Downloadable Rent Receipt.

From Dashboard You Can View Monthly Summary. After Select The Month And Year You Can View The Summary. The Report Will Display Total Income, Expenses, And Net Balance For The Month.

From Dashboard You Can View Monthly Summary. After Select The Month And Year You Can View Expenses. The Report Will List All Expenses Along With Their Categories And Amounts.

Transactions

Go To The Monthly Income Section Under Transactions. Select The Income Category (E.G., Rent, Service Charges). Enter The Amount, Date, And Any Additional Notes. Save The Transaction.

Navigate To The Monthly Expenses Section Under Transactions. Select The Expense Category (E.G., Repairs, Utilities). Enter The Amount, Date, And Any Additional Notes. Save The Transaction.

Go To The Generate Rent Section Under Transactions. You Can Generated Rent According To Selected Month. From The Generated Rent List You Can Collect Payment For Which The Rent Is Being Recorded.