Complete Guide to Managing Tasks, Projects, and Payments in Your Dashboard

STEP 1: Click on "Work" to Access Your Dashboard

• Navigate to the left sidebar of the dashboard.
• Click on the Work link to view your tasks and projects.
• Ensure you are on the Dashboard page for proper access.
• This action will lead you to the relevant work-related information.

STEP 2: Click on "Projects" to Access Project Overview

• Navigate to the left sidebar of your dashboard.
• Locate and click on the Projects link highlighted in red.
• This will take you to the Projects overview page, where you can view project details and statuses.

STEP 3: Click on "Action Button" to Access Project Options

• Locate the "Action" column in the project table.
• Click on the highlighted action button (indicated by the red border) for the desired project.
• This will open a dropdown menu with various options related to the selected project.
• Ensure you have the correct project selected before clicking.

STEP 4: Click on "View" to Access Project Details

• Locate the "View" link in the Actions column of the project list.
• Click on "View" to open the project details.
• Ensure you have selected the correct project before clicking.
• Review the project information displayed after clicking.

STEP 5: Click on "Payments" to Access Payment Details

• Navigate to the "Payments" section by clicking on the highlighted area.
• Ensure you are on the correct project page to view payment information.
• Review any existing payment details displayed on the screen.
• Prepare to proceed to the next step by clicking on "Add Payment."

STEP 6: Click on "Add Payment"

• Navigate to the "Payments" section.
• Click on the Add Payment button highlighted in the interface.
• Ensure you have the necessary payment details ready for the next step.
• This action will lead you to the payment entry form.

STEP 7: Select "Invoice"

• Click on the "Invoice" field in the Payment Details section.
• Ensure to select the appropriate invoice from the dropdown list.
• This field is mandatory; make sure it is filled correctly before proceeding.
• After selecting, continue to the next step by selecting "Paid On".

STEP 8: Select "Paid On" Date

• Click on the "Paid On" field to select the date.
• Ensure the date format is correct (YYYY-MM-DD).
• Review other fields:
  • Project: Select the relevant project.
  • Invoice: Enter the invoice number.
  • Exchange Rate: Input the exchange rate (required).
  • Bank Account: Choose the appropriate account.
  • Receipt: Provide any necessary receipt details.
  • Remark: Optionally summarize the payment.

STEP 9: Enter "Amount"

• Click on the highlighted area labeled "Amount" to input the payment amount.
• Ensure the field marked with an asterisk (*) is filled, as it is mandatory.
• Follow the example format provided (e.g., 10000) for clarity.
• Proceed to the next step by selecting the "Currency" option.

STEP 10: Select "Currency" from the Dropdown

• Click on the Currency field highlighted in red.
• Choose your desired currency from the dropdown list.
• Ensure that the selected currency aligns with the payment amount.
• Proceed to the next step by entering the Transaction Id.

STEP 11: Enter "Transaction Id"

• Click on the "Transaction Id" field highlighted in red.
• Enter the transaction ID of the payment as prompted.
• Ensure all required fields marked with an asterisk (*) are filled out.
• Review your entries before proceeding to the next step.

STEP 12: Select "Payment Gateway"

• Click on the "Payment Gateway" dropdown.
• Choose the appropriate payment gateway from the list.
• Ensure all required fields marked with an asterisk (*) are filled out.
• Review your selections before proceeding to the next step.

STEP 13: Click "Bank Account" to Add Payment Details

• Navigate to the Bank Account section in the payment form.
• Click on the dropdown to select your bank account.
• Ensure all required fields (marked with *) are filled out.
• Review other fields like Amount, Transaction Id, and Receipt for completeness.

STEP 14: Click to Upload Receipt

• Click on the highlighted area labeled "Receipt" to upload your file.
• Ensure the file you choose is relevant to the payment details.
• This step is crucial for confirming your payment transaction.
• After uploading, proceed to the next step to write a remark.

STEP 15: Write Remark for Payment Context

• Click on the "Remark" field to enter a summary of the payment.
• Ensure the remark provides relevant context for the transaction.
• This field is optional but recommended for clarity.
• After entering the remark, proceed to the next step by clicking the "Save" button.

STEP 16: Click on "Save" to Finalize Payment Details

• Ensure all required fields marked with * are filled out.
• Review the information entered in the Payment Details section.
• Click the Save button at the bottom of the form to submit your payment information.
• If needed, you can click Cancel to discard changes.