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Conventions Used in SlickPie

There are few conventions used throughout the app so that you can work smoothly and efficiently. We have put them together here for easy understanding and better use.

 

Colored Fields

You will notice the fields are color coded. There are 3 different colors used throughout the app.

  • Yellow colored fields are mandatory to be filled out and cannot be left blank.
  • Clear fields are optional. You can skip it or fill it as per your choice.
  • Grey colored fields cannot be edited once saved.

 

Please find the list of disabled fields here.

 

 

User Settings

 

The Profile gives an overview of your SlickPie account.

Change Password lets you change your password in one click.

Log out of your account here.

 

 

Support

 

 

Question Mark icon takes you to support section of SlickPie.

 

 

Notifications

 

Bell icon are for any updates or alerts coming from SlickPie. This feature is currently under development. Once active, the red number will denote the count of new notifications.

 

 

Add New

 

Add New is a quick action button to create a new transaction, account, an inventory or a journal voucher.

 

 

Settings

 

 

The Gear icon displays the list of companies added to a particular account. More features coming soon

 

 

Display Name

Display Name will be the name as it will appear under Companies List.

 

 

Legal Name

Legal Name is your company's name as being registered and is used to file taxes.

 

 

Import

Import icon lets you import a CSV file. This option is available only for Customer, Vendors and Chart of Accounts.

 

 

Search

 

Magnifying Glass is an auto complete field where you can either select from a predefined list or enter the information manually.

 

 

Calendar

 

Calendar icon lets you select the date or you can enter the date manually.

 

 

Reset

Reset button refreshes and resets a particular data.

 

 

Payment Detail

 

Payment Detail icon ('+' sign) gives the details of any payment made against an Invoice, Bill or a Reimbursable Expense.

 

 

Attachment

Attachment icon lets you attach a file with an entry.

 

 

Lock

Lock icon represents a particular entry can not be deleted from the system.

 

 

Refine

Refine icon lets you organize a particular list/ data a specific way.

 

 

Feedback

You have any suggestion or a complaint, Feedback button is available throughout the app in the right bottom corner of the page. Click and send us your thoughts.

 

 

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