STEP 1: Click on "App Settings" to Configure Application Preferences

• Navigate to the App Settings section in the sidebar.
• Review the following input fields:
  • Date Format: Select your preferred date format.
  • Time Format: Choose between 12-hour or 24-hour format.
  • Default Timezone: Set the appropriate timezone.
  • Default Currency: Select the currency type.
  • Language: Choose your preferred language.
• Ensure to check the option for Employee can export data if applicable.
• Click Save to apply your settings.

STEP 4: Click on "Date Format" to Set Your Preferred Date Style

• Locate the Date Format section highlighted in red.
• Click on the Date Format dropdown to view available options.
• Select your preferred date format from the list:
  • Y-m-d (2024-08-23)
  • d-m-Y (23-08-2024)
  • d-m-y (23-08-24)
  • m/d/Y (08/23/2024)
  • etc.
• Ensure your selection aligns with your application preferences before proceeding.

STEP 6: Click on "Time Format" to Set Your Preferred Time Style

• Navigate to the Time Format section in the App Settings.
• Click on the dropdown menu to view available time formats.
• Options include:
  • 12 Hour(s) (05:19 pm)
  • 24 Hour(s) (17:19)
• Select your preferred time format by clicking on it.
• Ensure your selection is highlighted before proceeding.
• After selection, continue to the next step by clicking on Default Timezone.

STEP 8: Click on "Default Timezone" to Set Your Preferred Time Zone

• Locate the "Default Timezone" section in the App Settings.
• Click on the dropdown menu to view available time zones.
• Select "Asia/Kolkata" from the list of options.
• Ensure the selection is highlighted to confirm your choice.
• Proceed to the next step by clicking on "Default Currency" to continue your settings.

STEP 10: Click on "Default Currency" to Set Your Preferred Currency

• Navigate to the App Settings section.
• Locate the Default Currency field highlighted in red.
• Click on the dropdown menu next to Default Currency.
• Select your preferred currency from the available options (e.g., ₹ (INR), $ (USD), £ (GBP), € (EUR)).
• Ensure your selection aligns with your financial preferences.

STEP 12: Click on "Language" to Select Your Preferred Language

• Locate the "Language" option highlighted in the settings.
• Click on the dropdown menu to view available languages.
• Select your preferred language from the options: English, Hindi, or Gujarati.
• Ensure your selection is saved for future reference.
• Proceed to the next step by clicking on "Datatable Row Limit" for further settings.

STEP 14: Click on "Datatable Row Limit" to Set Your Preferences

• Locate the "Datatable Row Limit" section within the App Settings.
• Click on the dropdown to view options for the number of rows displayed.
• Select your preferred limit from the following options: 10, 25, 50, or 100.
• Ensure your selection aligns with your data viewing needs.
• Proceed to the next step by clicking on "Employee can export data."

STEP 15: Click on "Employee can export data" to Enable Export Functionality

• Locate the checkbox labeled "Employee can export data" in the Client Sign Up Settings section.
• Click on the checkbox to enable the option, allowing employees to export data.
• Ensure the checkbox is marked, indicating that the feature is active.
• Proceed to the next step by clicking on "Save" to apply your changes.

STEP 16: Click on "Save" to Confirm Settings

• Ensure all required fields are filled out (indicated by '*').
• Review your selections for Date Format, Time Format, Default Timezone, Default Currency, and Language.
• Click the Save button to apply your changes.
• Confirm that the settings are saved successfully; a notification may appear indicating success.