Highlights of Advanced Modules

AMC

The AMC system allows you to keep track of AMC by: sending automated reminders at predetermined intervals before or after the due date; scheduling reminders; and creating and sending AMC invoices. The AMC dashboard displays the list of customers under warranty, AMC, and service

Ticketing

The customer’s ticketing dashboard gives information about the companies, such as contact details, invoices received, payment history, and ticket history. It has features to create and send tickets for a service, keep track of the request, and also give feedback on the service rendered. The company ticketing dashboard has the facility to create tickets to assign work within the organisation and keep track of the assigned tasks. It also has the facility to receive service requests from the customer through Gmail and convert them into Gmail tickets. The ticking dashboard automatically provides the status of tickets. unassigned tickets; assigned tickets; pending tickets; closed tickets; marked as completed

Accounting

Simple Accounting
Aatral provides a simple accounting system to keep track of your income and expenditures under various headings. When payments are received for a sales invoice and entered, they are reflected in the dashboard under “Income/Receipt,” and payments made and entered for purchase bills are reflected in the dashboard under “Expenditure.”

Project Expense Ledger
Aatral provides tracking of advance payments given to employees for project expenditures or on tour for a project and the amount spent by them on office tours.

Link your bank accounts.
Aatral allows you to link your bank accounts and automatically import your bank transactions. It also has the facility to import your bank transactions to your local accounts

HR

Easy HR Management for Small Businesses

Profiles of Employees – HR portal provides the facility to create and maintain profiles of your employees (name, ID, designation, DOJ, etc.) and define their roles.

Simple procedure for setting “leave” and “working days”

The leave management module gives you the ability to define your leave policy, types of leave, and eligibility for different employee groups. It also allows for the generation of working days by omitting weekends and closed holidays.

Simplified Leave Management System

Aatral ERP provides a simple interface for the employees to apply for leave or permission and keep track of their leave records, which are linked to payroll.

Flexible Attendance System

Employees record their presence through the Aatral app, biometrics, and smartcard. A location-based attendance system [using GPS] is also available in the app to capture an employee’s time and attendance wherever they are.

 

Payroll System Made Simple

Aatral allows you to define the pay particulars of employees in your company, generate payslips and send them to employees, and generate payroll reports to the bank to credit salaries.

Advanced Modules

AMC

Dashboard AMC Records AMC Invoice Payment Receipt Reminder

Ticketing

Unassigned Tickets  Assigned Tickets Pending Tickets Closed Tickets View Tickets Assign Tickets Reject Tickets  Ticket Reports Raise ticket Give feedback View History Create Ticket for Internal work Gmail Ticket

Accounting

Dashboard  Add Income and Expenditure Linking Bank Accounts  Project Expense Ledger Reports

HR

Agents Working Day Leave Settings Leave Reports Attendance Through App GPS Location based Attendance Biometrics Salary Payroll Pay Slip Reports Bank Statements

AMC

Ticketing

Accounts

HR

Frequently Asked Questions

Frequently Asked Questions

Ticketing

A ticket is a service request from a customer to a supplier.

You can visit the “Tickets” module and select “Ticket Reports.” The Ticket Report filter will be displayed. You can choose a particular employee, company, ticket creation date, etc. to get the desired ticket reports.

The customer has to login to the ‘Customer Ticketing Service’ portal and raise a ticket.

You can visit the “Report Module,” select “Agent Report,” and select an employee for whom you want to know the feedback.

You can see it in the ticketing dashboard.

The Ticketing Dashboard provides a list of new service tickets received from your customers. You can see the list of new tickets by clicking the “Un-Assigned Tickets” link, choose a ticket, and assign it to any of your employees by fixing a date and time to complete the work

Accounting

Go to the “Accounts menu,” select “Project Expenses Ledger,” select the employee or agent, and add the advance payment paid to him and the purpose. The amount gets reflected when the employee logs in. Employees have to enter and maintain the expenses incurred under various headings, such as travel, accommodation, food, etc.

Go to the “Purchase Module” and then select the bill for which you have made payments and enter the payment details. The entry gets reflected in the Accounts Dashboard under Expenditure

Go to the “Sales Module” and select “Invoice.” On clicking it, you will find the “Invoice Filter Report” screen, wherein you can select the criteria to generate the reports, such as invoice number or invoice date, customer name, deal type, etc

Go to “Accounts Module” and select “Accounting Reports.” On clicking it, you will find the “Accounts Filter Report” screen, wherein you can select the criteria to generate the reports, such as the type of report (income or expense), the category under which the payment was made, the vendor name, the employee name, the payment date, etc

Go to the Accounts Dashboard, click “Add Income and Expenses +” and enter the expenses incurred, such as date, amount, to whom you made payment, category or heading under which the payment was made, mode of payment, and other payment details

Go to the “Accounts Dashboard” and click the date icon given under the heading “Recent Income and Expenditure” and set the starting and ending dates you want to see the income and expenditure for that period

HR

Log in to your Aartal ERP App using your authorised ID and password. After logging in, you will see the message, “Are you working today?” If you select “Yes,” your attendance will be recorded. The date, time, and location of your attendance [using GPS] will be captured by the app

Log in to your Aartal ERP app or the web portal using your authorised ID and password. After logging in, click your profile in the top left corner, and you will get the “Apply Leave” form. You can now select the leave type [casual, sick, or permission] and select the starting and ending dates you want to apply leave for, give the reason, and submit. Your request will be sent by mail to your team leader, who has to approve it

Go to the “HR” module and click “Salary Entries” under the “Salary” sub-module. When you click it, you’ll be taken to another screen where you can view employee salary information. You can select the employees in the list, select the month, year, and date of salary credit, and then press Generate

Go to the “HR Module” and select the sub-module “Leave Management.” A button labelled “+ Create Leave Master” can be found in the upper right corner. After clicking the button, you will get a screen where you can define your leave policy. You can create a leave category by giving it a name [for example, “Leave for Service Engineers”] and giving the number of days entitled to take leave for each type of leave such as casual leave, earned leave, sick leave, annual privilege leave, etc. for that leave category.

Go to the “Admin Module” and click “Generate Working Days.” On clicking it, you will get a screen where you are asked to first tick “exclude Saturday” and “exclude Sunday” [tick Saturday, Sunday, or both days based on your company’s holiday policy] and then select the starting date and ending date of the year in the calendar icon given and click “add working days.” The working days will be generated automatically, excluding Saturday and Sunday (if you tick both). In the list of working days, you can now add the dates of all the closed holidays in a year and save them.

Go to the “HR” module and click “Salary Details” under the “Salary” sub-module. When you click it, you’ll be taken to another screen with “Add Staff Details” in the top right corner. Click “Add Staff Details,” select the employee from the list, and enter the bank account and other details of the employee, such as the name of the bank, account number, IFSC code, etc. Enter the pay particulars and amount, such as basic, DA, HRA, travel, allowance, incentive, and so on, in the left side of the form after providing the account information. Enter the salary deductions on the right side of the form.

Go to “Admin Module,” select “Attendance Report,” and then select a date. You will get the attendance entered by all your employees. When you click the geolocation navigation recorded for a specific employee, you will be taken to the Google map location where your employee marked his or her attendance