Stack Docs

How to add Staff/Member in Stack

Admin and Manager can easily add new staff / members through Staff and Member Master.
Go to Stack -> Quick Action bar -> Staff and Member Master.

Click on “New” to add new Staff / Member.

Add the basic information such as employee name, mobile no, blood group, etc. , additional details, office details, KYC details and the login details. The login details includes the user name, password and the role of the user.

Click on “Save” and it’s done.

How to create Client Master

October 10, 2020 /

Admin and Manager can easily edit Client details as well as add new clients through Client Master.
Go to Stack -> Quick Action bar -> Client Master.

Click on Add to add new clients.

Enter the basic details like contact person, client name, address, mobile number, email address, group name, income tax file no, TDS file no, GST file no and note.
In the bottom right corner, there is “NOTE:” field, wherein you can enter Important details for instance – Old Accountant name and his contact number. By filling up the note details properly, you will get all information handy in future. This will help you save your productive time and recollect data In front of your eye sight.

In the additional information tab, enter digital Signature expiry date, Auditor name & Company Secretory name.
From the list of applicable industries, select the one applicable to your client and on the right side, check on all the services the client is availing from you.
Add a flash / important message which will pop-up on the screen when you enter the work flow related to that particular client.

Add the information related to GST , Direct and other Tax information and Income tax remark.
Add a remark which can contain the confidential details such as the fees charged by you to the clients which will be viewed only by the admin.
Click on “Save” and it’s done.

How to change password

October 10, 2020 /

The admin can easily change password.
Go to Stack -> Quick Action bar -> Staff Master .

Search the name of the employee for whom the password is to be changed.

Go to “Login” tab in Staff Master and Member and enter the password and Save it.

And that’s it the password is changed.

How to check client history

October 10, 2020 /

Admin and manager can easily check the flow (history) of the client’s work.
Go to Stack -> Quick Action bar -> Client Flow.

Select the Party Name and Work Status.

Click on “Check” and you will get the list of all the work of the particular client.

How to know completed tasks during specific period by selected employee

October 10, 2020 /

The admin can easily check the completed tasks given to a particular employee during a specific period.
Go to Stack -> Administration tab -> Work Allocation

Select the employee from the list and Select Work Status as “Done”.
Now select the date rage you want the information about work competed.

And that’s it. You will get the list of completed work in the given period by the employee.

How to enter flow / Task in Stack

October 4, 2020 / Stack Support

From User’s Dashboard
(Snapshot of User’s desk)

Click on Enter New Flow

Enter details like
Person’s Name : who is giving data
Type : inward / outward
Company Name : Select from the drop down menu
Work Type : Income Tax/ GST / ROC etc.
Assign to : Select employee name from drop down
Remark : any remark related with it

That’s it. You have successfully entered flow/ task into the stack.

How to Check 32 bit or 64 bit of Excel?

May 3, 2020 / Stack Support

To check the version of Excel open one of the programs in MS office such as word / excel and follow the steps given.

To see whether the version of Microsoft Office is 2010 or lower

If ribbon is similar to the following image( ribbon tabs with corners that are not quite so sharp) you are using 2010 or lower.
To find out which version you are using click on “File” tab.

On the File screen, click “Help” on the left bottom.

On the right side of the File screen, you’ll see which edition of Office you’re running. Under About Microsoft Word (or other Office program), the exact version and build number is listed, along with whether the program is 32-bit or 64-bit.

To see whether the version of Microsoft Office is 2013 or higher

If ribbon is similar to the following image (ribbon tabs with sharp corners) you are using 2013 or higher.
To find out which version you are using click on “File” tab.

Then on the backstage screen click on “Account” on the left bottom side.

On the right side of the Account screen, you’ll see which edition of Office you’re using and whether or not you have a subscription product. Under Office Updates, the exact version number and build number are listed. To find out the version and whether your version of Office is 32-bit or 64-bit, click “About Word”.

The version and build number are listed at the top of the About dialog box along with either “32-bit” or “64-bit”. Click “OK” to close the dialog box.

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How to create Client Master

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How to check client history

How to enter flow / Task in Stack

How to Check 32 bit or 64 bit of Excel?

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