Smart Bah Technology Sdn Bhd
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Login, New Registration and Password Resets
Basic Questions
1
How to login into the system?
User Dashboard
Basic Questions
1
How to access User Dashboard?
User Profile
Getting Started
3
How to access User Profile?
How to view subscriptions?
How to logout from the system?
Clients
Getting Started
3
How to access Clients page?
How to add a new client?
How to delete a client?
Managing Details
5
How to start managing client details information?
How to edit client details?
How to add a new contact person?
How to edit contact person details?
How to view finance summary of a client?
Matters
Getting Started
3
How to access Matters page?
How to add a new matter?
How to delete a matter?
Managing Details
11
How to edit basic information of a matter?
How to edit client and person in charge section?
How to edit matter date and rate section?
How to edit description of a matter?
How to view task list linked to a matter?
View all 11
Tasks
Getting Started
3
How to access Tasks page?
How to add a new task?
How to delete a task?
Managing Details
5
How to edit a task detail information?
How to add notes to a task?
How to create discussion forum for a task?
How to view activity log of a task?
How to start managing task details?
Calendar
Getting Started
3
How to access Calendar page?
How to add a new event?
How to delete an event?
Managing Details
4
How to start managing event details?
How to edit event details?
How to reassign an event to others?
How to update event status?
Finances
Getting Started
1
How to view Finances page?
Expenses
4
How to view Expenses section?
How to add a new expenses
How to edit an expense information?
How to delete an expense?
Flat Fees
4
How to view Flat Fees page?
How to add a new flat fee?
How to edit a flat fee information?
How to delete a flat fee?
Payments
7
How to view Payments section?
How to add a new payment transaction for paying an invoice?
How to add a new payment transaction for adding money
How to add a new payment transaction for taking money out?
How to add a new payment transaction for transferring funds?
View all 7
Invoices
1
How to view Invoices section?
Quotations
4
How to view Quotations section?
How to create a new quotation?
How to export a quotation in PDF format?
How to delete a quotation?
Documents
Getting Started
2
How to access Documents page?
How to upload a document file?
Managing Files
1
How to view and modify files?
Configuration
Getting Started
2
How to access Configuration page?
How to add a new user?
Managing Configuration Info
2
How to edit firm information?
How to change firm logo?
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