What is Demo Account?
Admin A "Demo account" is a 15 days trial that allows you to test and use the features of Borg Suite for free. It ensures that you are well versed with all features of our product. Once your free trial is completed, you are in a better position to decide whether you need Borg Suite Licenses to further continue for your business.…
Where can I update my company details, GSTIN & PAN?
To meet GST compliance, Borg Suite allows you to maintain GST details in order to create GST Invoice for sales & Service. Login to your account with User Name & Password. After Login, You would be landed to Admin Set up window of Borg Suite In the Side Menu, Manage Profile menu will be there to update your GSTIN & PAN details under Company Information as shown below- …
How to create new user account from my admin account?
Only Master Admin or Admin has privilege to create User account & manage them. Login to Borg Suite------> Click on side menu “Manage User” --------- > Click on “Add user” -------- > Fill required information ----- > Click on “Submit” User creation is shown below-…
How to Edit or delete Customer Details?
Customer details can be edited at any time except company name because company name is used at various places such as for billing purpose. For editing customer details- Login to Borg Suite ---------- > Click on Side menu “Manage Customers” in admin setup dashboard --------- > List Customers will be opened-------- > Go to action botton on right side of the page ------- > Click on Edit icon -------- > Next edit page will be opened---------- >Update information --------- > Click on “update customer” to apply changes…
How can I get My Business Analytical Reports?
Analytical reports are auto generated reports based on data entered by all users of the company. Borg Suite allows users having admin rights or master admin to view & analyse analytical reports separately for each business verticals such as accounts, sales, service etc.…
How to Set User Privilege from User to Admin for separate modules from Master Admin accountDashboard?
Borg facilitates enterprise to set user privilege based on their needs. Master admin or admin can set privilege of all other users. Master admin can provide right for any number of users as a admin as per business requirements.…
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