APPROVAL: How to Setup & Apply for Outstation in TimeTec TA

Tuesday, June 29, 2021 TimeTec 1 Comments



Introduction
TimeTec TA has a new approval feature that allows you to set rules for users to apply for outstation work and be automatically remarked in the system and the attendance roster history.

Approval Process
Set the criteria that will initiate the approval process. The approval process will only start when the following requirements are met.
1. To manage the approval for outstation requests, login into your TimeTec account..
(www.timetecta.com)

2. Go to User > Manage Approval Rules > click Add (Outstation Setting) and fill up the information and approvers accordingly.




Application Process
1. Login to TimeTec TA application > Go to Approval > Outstation.

2. Click on the “+” icon to apply for Outstation


3. Fill up the required information i.e. travel location(s) and remark. 

4. After all the information submitted > click on the submit icon on the top right of the application page to submit the request.


5. To approve the request, go to Approval > Approve the application


Remark in Attendance
6. Once the application is approved, go to Menu > Roster > All to check the outstation remark.


Note: If some of the screenshots or steps viewed here are different from the ones in the current system, this is due to our continuous effort to improve our system from time to time. Please notify us at [email protected], we will update it as soon as possible.




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How to send Message to user(s) in TimeTec TA

Wednesday, June 23, 2021 TimeTec 0 Comments



Introduction
If you are a TimeTec user, you will now be able to send messages or leave private messages for another user(s) directly. You can use this message feature to send Announcements & News, Reminder, wishes, chatting and so on. Below are the steps on sending messages in th eTimeTec Web.

Process (TimeTec TA Web)
1. Login into TimeTec TA Web and click on ‘Message’ (Red Box) at the bottom of the page

2. Fill in the subject and body message. Click the ‘+’ button to search for Recipient(s).

3. Click ‘Browse from User List’ 

4. You can search the Recipient(s) by Name, Organization Structure, or you can select the user(s)  by clicking them manually. You may select multiple users and click ‘Add’ to proceed.

5. Lastly, click ‘Send’.

6. As the recipient, they can view the message by clicking ‘Message’ (Red Box) at the bottom of the page or to view the existing conversation.

7. Here is a sample view of how recipients may reply to the conversation. 

Note: If some of the screenshots or steps viewed here are different from the ones in the current system, this is due to our continuous effort to improve our system from time to time. Please notify us at [email protected], we will update it as soon as possible.




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i-Account & i-Neighbour Integration Guide

Tuesday, June 22, 2021 TimeTec 0 Comments



 
Introduction
i-Neighbour and i-Account are two different systems, but all the information of these two systems is developed to synchronise. One of the crucial features for the owner/resident is the i-Neighbour e-Billing. This feature in the i-Neighbour Smart Community System aims to assist the Management and the Residents of the neighbourhood to manage their invoices or any payments. 

With e-Billing, the Management issues all the billings using i-Account and upload them into i-Neighbour for the residents/owners to view their invoices, statements and receipts. This feature enables the Management to provide invoices to the residents without snail-mailing them, and residents can likewise pay their fees through the smartphone.
Below is the summary table for the documents that have integration between i-Neighbour and i-Account.

Summary Table


How to Upload Invoice

a. Batch Invoice 
1. Batch Invoice - Click Upload (↑) icon. Once invoices are uploaded to i-Neighbour, the (↑) icon will be hidden in the listing. 
Additional note: The same upload function is also applicable in the Late Payment Interest page. 

b. Direct Sales Invoice
1.  Direct Sales Invoice - When entering the invoice, tick the checkbox for “Upload Invoice” (Ticked by default).

2. If you unticked the Upload checkbox during invoice entry, you can still upload the previous invoices that have already been issued. Go to Accounting > Sales > Inquiries > Customer Transaction Inquiry and click on the Upload (↑) icon (The upload icon is only displayed for invoices that have not been uploaded to i-Neighbour yet; it will be hidden if successfully uploaded).

c. Admin & User Login View
1. Admin web login - View at E-Billing > Invoices


2. Email to User - Email is sent to the owner/resident with invoice details and download link (pdf).


3. User web login - View at My Account > E-Billing > Invoice & Payment


How to Upload Official Receipt

a. Upload During Customer Payment Entry
1. Customer Payments - When entering receipts, please make sure that the checkbox for “Upload Invoice and Payment” is ticked. When the checkbox is ticked, and you click the “Add Payment” button, the receipt will be entered automatically into the system. Furthermore:
    : Invoice has not been uploaded to i-Neighbour previously - Upload Invoice & Payment             details (and Official Receipt) to i-Neighbour
    : Invoice already uploaded to i-Neighbour – Upload Payment details only (and Official             Receipt) to i-Neighbour

2. Payment details are synced to i-Neighbour.

b. Admin & User Login View
1. Admin web login- View at E-Billing > Invoices > Payment Received



2. User web login - View at My Account > E-Billing > Payment History

3. User app login- View at E-Billing. Status for the invoice will change to Paid once the payment is updated. Click on the receipt number to view/download the receipt (pdf).



c. Upload Later (If Not Uploaded During Customer Payment Entry) 
1. If the receipt was not uploaded to i-Neighbour during the initial customer payment entry, you can upload the receipt at another page. Go to Sales > Transaction > Allocate Customer Payments or Credit Notes page.  

2. Select the Owner.

3. Tick the checkbox “Show Settled Items” to display a list of all payments for the owner. Search for the payment that needs to be uploaded.

4. Click on the Allocate icon.

5. On the Allocation page for the selected payment, please ensure that the “Upload Invoice and Payment” checkbox is ticked. You do not edit any other details of the payment; just click the “Process” button at the bottom of the page. The system will upload the Payment details (and Official Receipt) to i-Neighbour.

6. Once updated the payment inside i-Account, Admin can check the invoice statuses inside i-Neighbour at e-Billing Module. 

How to Upload Account Statement
1. Account Statement - Login to i-Account and go to Property > Account Statement. Click on the Upload (↑) icon to upload the generated Statement of Account into i-Neighbour. 

2. Admin web login- View at E-Billing > Account Statement

3. User web login- View at My Account > E-Billing > Account Statement

4. User app login- View at More > Billing Info > Account Statements


How to Upload Statement Cum Invoice
1. Statement cum Invoice (SCI) - Login to i-Account and go to Property > SCI Batch Invoice. Click on the upload icon (↑) to upload SCI into i-Neighbour. The upload icon will be hidden once you have uploaded the batch. 

2. Admin web login- View at E-Billing > Statement Cum Invoices 

User app login- View at E-Billing > Statement Cum Invoice 

Note: If some of the screenshots or steps viewed here are different from the ones in the current system, this is due to our continuous effort to improve our system from time to time. Please notify us at [email protected], we will update it as soon as possible.



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