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Documentation Recrutifyhub

Knowledge Base Guide

Quick Startup Guide

Getting Started

  • Recruitifyhub: Introduction
  • Know The Work Flow
  • Setting
    • Profile Settings
    • Notification Settings
    • Currency Settings
    • Payment Credentials
    • Finance Settings
    • Tickets Setting
    • Company Settings
    • Attendance Settings
    • Leave Settings
    • Custom Fields
    • Roles and Permissions
    • Message Settings
    • Lead Settings

Admin

  • How to Register & Signup as Company Admin
  • Admin: One time settings

Employee

  • Employees
  • How to Add Designation & Department
  • How to Add Employee – How does an Employee Register?

Clients

  • Clients: Summary
  • Creating Client
  • Client Filters

Leads

  • What is Lead
  • Add Lead
  • Lead Follow-Up
  • Lead Forms
  • Lead KanBan Board
  • Lead Form – Custom Field
  • Lead Report
  • Lead Filters
  • Lead Settings

HR

  • Employees
  • Leaves
  • Shift Roster

Work

  • Contracts

Finance

  • Estimates
  • Proposal
  • Home
  • Docs
  • Getting Started
  • Setting
  • Currency Settings

Currency Settings

Arranging and customizing the finances of the organization in terms of the frequently used currencies is important. Thus, to ease this task and make the frequency of handling this task lesser than normal this section provides the space for customization. It allows the addition of different currencies transactions is being made so, that the users can switch to one of their convenient currencies for finance management.

This section also includes the CURRENCY FORMAT SETTINGS to decide the visual presentation of the amount that will be presented on the screen, invoices, or any other financial documents.

The EXCHANGE RATE can be updated as per the changes occurring in the market. This option extracts data and applies/updates it in the system.

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Updated on August 8, 2023
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