1. Registration Process
Follow these simple steps to create your Tracksy account on tracksy.org:
- Go to https://tracksy.org.
- Click on the Login button at the top-right corner.
- Click the Register link on the login page.
- Fill in your details: name, email, and a secure password.
- Click the Sign Up button to submit the form.
- Check your email and click the verification link.
- Return to the login page and sign in using your credentials.
Registration Flowchart
2. Admin Login
- Access the Login Page:
Open your web browser and go to https://tracksy.org/login.
- Enter Your Credentials:
Input your registered admin email address and password in the respective fields.
- Click the "Login" Button:
Click the Login button to begin the authentication process.
- Access the Admin Dashboard:
After successful login, you’ll be redirected to the admin dashboard where you can manage your business data, users, and operations.
- Set Language Preferences (Optional):
Use the language toggle button (e.g., "EN") on the dashboard to switch between supported languages.
- Explore Admin Functions:
From the dashboard, you can manage:
- Employees & HR
- Projects & Tasks
- Sales & Invoices
- Inventory & Orders
- Customer Communications
- Accounting and more
Login Flowchart
3. Dashboard Overview
3.1 Accounting Dashboard
Access a comprehensive financial overview including:
- Total customers, vendors, invoices, and bills.
- Cashflow statement and income vs. expenses comparison.
- Account balances and the latest transactions.
- Storage usage details and financial category breakdowns.
- Weekly and monthly invoice and bill statistics.
Navigate to the Reports section for:
- Account statements, invoice summaries, sales, payables, receivables, product stock, and tax reports.
3.2 HRM Dashboard
Manage your human resources efficiently with:
- Today's not clocked-in employees and event calendar.
- Employee profiles, job and training information.
- Announcements and scheduled meetings.
Reports include:
- Payroll reports, leave summaries, and monthly attendance logs.
3.3 CRM Dashboard
Stay on top of customer relationships with:
- Total leads, deals, and contract statuses.
- Most recent contract list and visual lead tracking.
Reports provide insights into:
- Lead progress and deal success rates.
3.4 Project Dashboard
Track project management metrics such as:
- Total projects, tasks, and expenses.
- Project status overview and top due tasks.
- Timesheet hours and team progress visibility.
3.5 POS Dashboard
Monitor point of sale activities through:
- Monthly POS and purchase totals with comparisons.
- POS vs. purchase graphs for trend analysis.
Report section includes:
- Warehouse-specific insights, and daily/monthly sales summaries.
4. HRM System
4.1 Employee Setup
View and manage the list of employees. Import and export employee data. Create employee profiles by adding personal details, company info, bank account details, and uploading required documents.
4.2 Payroll Setup
Set Salary: View the list of employee salaries and configure salary structures.
Payslip: Generate, edit, and pay employee payslips.
4.3 Leave Management
Manage and monitor employee leave requests. View the complete leave history of users.
4.4 Attendance
Mark Attendance: Track and mark attendance for individual employees.
Bulk Attendance: View department-wise and branch-wise attendance.
4.5 Performance Management
Indicators: Define and monitor employee performance indicators.
Appraisals: Record and review employee appraisals.
Goal Tracking: Set and track performance goals for employees.
4.6 Training System
Training List: Manage and view types of training offered.
Trainer: View a list of available trainers and their assignments.
4.7 Recruitment
Jobs: View all jobs – total, active, and inactive.
Job Create: Add new job listings with full details.
Job Application: Monitor candidate progress – applied, phone screened, rejected, hired.
Job Candidate: View the pool of job applicants.
Custom Questions: Create, edit, or delete custom interview questions.
Interview Schedule: View and manage upcoming interviews.
Career: Preview the template for external job listings.
4.8 HR Administration
Award: Create and assign employee awards.
Transfer: View and manage employee transfers.
Resignation: Track resignations and employee status.
Promotion: View employee promotions and new designations.
Complaints: Track complaints filed by employees.
Warnings: Record and view issued warnings.
Termination: Manage and categorize employee terminations.
Holidays: Manage company-wide holiday lists.
4.9 Events
Calendar: View upcoming company events.
Meetings: Manage and view meeting schedules.
4.10 Employee Asset Management
Assign and track company assets issued to employees.
4.11 Document Setup
Upload and manage employee-related documents for verification and recordkeeping.
4.12 Company Policies
Create and maintain company policies accessible by employees.
4.13 HRM Configuration Settings
Branches: Create and edit company branches.
Department: Manage departments for structural clarity.
Designation: Add and define employee roles and designations.
Leave Type: Add various types of leave options (e.g., Sick Leave, Casual Leave).
Document Type: Define document categories for uploads.
Payslip Type: Customize and categorize different payslip formats.
Allowance Option: Add special allowances as part of salary components.
Loan: Create employee loan programs and track disbursement.
Deduction Option: Manage deductions such as taxes or penalties.
Goal Type: Add goal categories to help with performance tracking.
Training Type: Categorize different types of training programs.
Award Type: Define award categories to recognize employee achievements.
Termination Type: Define and manage termination reasons/types.
Job Category: Classify job listings into various categories.
Job Stage: Define each stage in the recruitment process.
Performance Type: Create categories for performance evaluation (e.g., Technical, Behavioral).
Competencies: Define skills and attributes for evaluating job roles.
5. Accounting System
5.1 Banking
Account Page: Centralized hub to view and manage bank accounts. Includes chart of accounts, account name, bank details, balance, contact number, and branch info.
Transfer Page: View and review inter-account transfers for transparent and organized financial records.
5.2 Sales
Customer Page: Manage customer data; import/export customer lists to enhance communication and relationship management.
Estimates Page: Create, view, and export sales estimates to streamline quotations.
Invoice Page: Create and export invoices for timely billing and tracking.
Revenue Page: Track and manage revenue and credit notes with accuracy and transparency.
5.3 Purchases
Suppliers Page: Handle supplier relationships with import/export capabilities for supply chain efficiency.
Bills Page: View/export bills to monitor expenses systematically.
Expense Page: Track and categorize expenses for better financial planning.
Payment Page: Access downloadable payment receipts for recordkeeping.
Debit Notes Page: Track debit notes for accurate accounting of credits and debits.
5.4 Double Entry
Chart of Accounts: Categorize financial activities using primary accounts and subaccounts.
Journal Account: Log daily financial transactions in detail.
Ledger Summary: Get summaries of transactions grouped by account type.
Balance Sheet: Overview of assets and liabilities to assess financial standing.
Profit and Loss: Analyze income vs. expenses to evaluate company performance.
Trial Balance: Ensure debits and credits match for accounting accuracy.
5.5 Budget Planner
Create, manage, and monitor budgets for various departments or projects.
5.6 Financial Goals
Set, track, and review financial goals to guide business decisions and growth plans.
5.7 Accounting Setup
Customize taxes, categories, units, and custom fields to match organizational needs.
5.8 Print Settings
Customize invoice, proposal, and bill templates with logos, colors, and formats for branded documentation.
6. CRM System
6.1 Leads
List View: View and manage a comprehensive list of leads. You can also switch between list and grid views for better visualization.
Create New Leads: Add new leads easily with all relevant details.
View Details: Get complete pipeline and stage info, creation date, price, tasks, products, users, sources, and emails. You can also access discussions, notes, attached files, and a list of all related activities and calls.
6.2 Form Builder
List of Forms: View, manage, and build new custom forms as needed for capturing CRM-related data effectively.
6.3 Contracts
List View: Easily manage contracts using list or grid view.
View Details: Access general contract info including attachments, comments, contract notes, and detailed descriptions.
6.4 CRM System Settings
Pipeline: Create and manage sales pipelines to visually track leads and deals.
Lead Stages: Define and manage custom lead stages for better workflow tracking.
Deal Stages: Customize deal stages to reflect your sales funnel accurately.
Sources: Add and organize sources that leads and deals originate from.
Labels: Create and apply labels to categorize leads and deals for better organization.
Contract Types: Manage various contract types to suit your business needs.
7. Projects
1. Projects Overview
This is where you can see all your projects in one place. You can use a list or a grid view to look at them. Each project shows you important details like: - How much work is done - How much money you’ve spent - When the project started and when it should end - Which client the project is for You can also click to open tools like Gantt Charts (to see timelines), Trackers, Expenses, Timesheets, and Bug Reports.
2. Tasks Management
Every project has many small jobs, called tasks. This section helps you manage those tasks easily. You can: - See all tasks in a list or in a grid view - Check task names, who is doing them, their priority, and due dates - Mark tasks as complete when they’re done
3. Timesheet Tracking
This helps you track how much time your team spends on each task. Employees can log their hours here. It’s useful to see who’s working on what, and how long things are taking.
4. Bugs Management
If something goes wrong in your project (like a mistake or issue), you can report it as a "bug". In this section, you can: - Add new bugs - See a list of all bugs - Track who’s fixing them and how soon they’ll be resolved
5. Task Calendar
This gives you a calendar view of all your tasks. You can easily see what needs to be done on each day. It helps with planning and avoiding missed deadlines.
6. Trackers Overview
Trackers show you how your project is doing overall. You get useful data like progress, task updates, and more. It helps you make smart decisions quickly.
7. Project Reports
This section creates easy-to-read reports for your project. You can see: - How many tasks are done - Which milestones you’ve hit - Who worked on what - How many hours were used You can even download these reports to share with your team or clients.
