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WELCOME TO
Click on
Products
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product=>Tax
professional
Click on online products >>
Tax Professionals >> Taxbase
Suite : WFM >>Read More…
Click on “Register”
Fill in all the
registration
Information and
Click on “ 30 Days
Free Trial”
A system generated email
will be sent to your email ID
you have entered while
registration.
Go to
www.taxbasesuite.com
Fill in User Name and
Password and select
Login As Admin and Click
on Sign In.
Click on Work
Flow
Management
Click on
Designation &
Cost Definition
Click on select and
Edit record.
Assign cost to Partner
and click on Save
button
Here you will find
designated employees
with cost per Hour
Click on Work
Master
Click on New
Enter the Work Name
and click on Save
button.
Here you will find list of
Work Master.
Click on Employee
Definition Option
Click on New button or
Select record for Editing.
Enter Mandatory
fields and lick on
Save button.
Enter Mandatory fields,
Select Designation and
Report To option and click
on Save button.
Enter Mandatory fields, Select
Designation and Report To
option and click on Save button.
Enter Mandatory fields, Select
Designation and Report To option
and click on Save button.
Here you will find list
of employees with
Designation.
Click on
Group/Customer
Definition
Click on
Group
Definition
Enter Group Name
and click on Save
button
Here you will find list of
Group
Click on Customer
Definition
Click on New button to
Define New Customer
Enter all Mandatory Fields
and Click on Save button.
Enter all Mandatory Fields
and Click on Save button.
Here You find the List
of Customers.
Click on Work
Allocation
Select Group from Customer Group
option and select the Particular
Customer click on Select button.
Click on New
Button
Enter Mandatory field and click
on Save button to Assign
Customer Work to Employee.
Here you will See List
of work assigned.
Go to Home Page
Click on Rights
Management.
Select Employee and Module as
WFM Module tick Check box and
click on Save button.
Go to
www.taxbasesuite.com
Fill in User Name and
Password and select
Login As Employee and
Click on Sign In.
Click on work Flow
Management
Click on Daily
View
Here you will find the Assigned Work,
Change the Status if Work Completed
and any other enter below or you can
transfer the Work to other Employee.
Click on Billing
Parameter
Enter Billing
Parameters and click
on Save button.
Click on bill
Generation
Click on Add To Bill and
Click on Prepare Bill
Enter the Billing
Details, Narration and
click on Save button.
Click on Bill Generation
other than Work Done
Click on New button to
Enter Bill Information for
which you require bill
other than work done
Click on Select button to
Edit the Bill or Print Bill.
Can View
Bill/Invoice
Click on Receipt
Generation
Select Customer Name and
Click on New button.
Enter the Receipt Details, Narration
and click on Save button.
Click on Select button to Edit
the Receipt or Print Receipt.
View Receipt
Here
Click on MIS
Reports
Click on Cost and
Budget Estimation
Select Time option
and Group.
Select Cost option
and Group.
Click on Cost & Budget
Estimation Summary
Select Costing as
Estimated and Group
as XYZ & CO.
Click on Work Done
Report
Here you will find list of
work done
Click on Work
Pending/Overdue Report
Here you will find Work
pending /Overdue
Report
Click on Resource
Utilization
You will find resource
utilization
Click on Daily Work
Done Report
Here you will find
employee daily report
THANK YOU !!!
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