Tactic-How-To

Events/Agenda Module

How to export Tactic Agenda and include it into a third party application, such as Google?

For exporting the Tactic agendas the users need to go through the basic steps of agenda module. At first the users need to activate the agenda module and then follow the following steps:

• The users need to create events and agendas
• The users can go to the other tab from the module setup page
• Then the users need to input a word of their choice into the field of key to allow export
• Then the users need to enter any word of their choice and proceed towards completion by clicking on save
• The users can get the link on the line and can proceed with completing the procedure by advancing their focus towards “An export link to ical format is available at following link”

An example of the build link is provided in the following lines:

http://mysite/comm/action/agendaexport.php?format=ical&type=event&exportkey=choosen_word

• Then the users need to go to the agenda parameters of the third party application that the users will be using for exporting the agenda. The users need to add the URL properly for exporting the Tactic agenda.

However, the users can face problem after pasting the link. Google can show notifications such as, The URL cannot be generated, as the robot.txt file does not allow exploration. In this case the users need to edit the robot.txt files, which is already persistent in the Tactic root website. The users can change it into something that can be explored by the third party application.

User-agent: *
Disallow: /
User-agent: Googlebot
Disallow: /
Allow :
/comm/action/agendaexport.php?format=ical&type=event&exportkey=chosen_word

However, the users need to wait for 24 hours as it takes quite a lot of time by the users to be known by Google.

Accounting simplified Module

How to set up the accounting module?

For setting up the accounting modules the users need to follow the mentioned steps: Home -> Set-up -> Modules/Applications -> Financial Modules (Accounting/Treasury) -> The users need to choose their preferred module (Simplified accounting or accounting double entry, the users need to remember that only one of these modules can be activated at a time). Before using the accounting modules the users need to create bank accounts in Tactic and create invoices, expense reports so that the data is visible under Accounting menu. If the users activate simplified accounting then they will only be able to perform a limited number of activities with the help of that module, such as validating invoices and recording reports. However, if the users activate double entry accounting then they will be able to add journals, ledger and many more other advanced accounting feature, which will certainly be prove to a positive experience of using Tactic.

How to add or change a chart of account?

It has been sated before that Tactic comes with a number of charts of accounts already and the user can change these charts of account at any time they want. Changing the charts of accounts is not at all a complicated process, as it may seem to be. For changing the charts of account the users need to follow some steps, which are: Accounting (From the menu bar) -> Set-up -> Chart of accounts -> The users will be able to see the option of Select active chart of accounts -> Select the preferred chart of accounts from the drop down menu -> Change and load. After completing these steps the users will be able to use new chart of account easily. However, without activation of Accounting double entry module it is impossible to use the charts of account.

How to create custom chart of accounts in Tactic?

There are already a number of chart of accounts added in Tactic. However, the users may need their custom chart of accounts for enhancing their business related ventures. It is needed to be stated that tactic does not support creation of custom chart of account through its default settings. Hence, for accomplishing this feature the users need to adopt two alternate methods. The first method is to follow GUI and the second method is to ask support from the Tactic support team. The users can contact the Tactic support team by dropping a mail on support@alsoft.org by their registered mail ID.

How to questions for Bank and cash module

Can a bank statement be imported in Tactic?

Bank statements can certainly be imported in Tactic by manual procedure. The importation of bank statements are performed by following some steps. For accomplishing this the users need to go to the Bank module and then click on the options of Bank entries. The users at first need to choose the Bank and Cash menu from the menu bar, then they need to follow the following steps: Bank and Cash menu -> List -> one of the banks from the list needs to be chosen -> Bank entries -> Add entry. At the add entry filed the users can add their preferred bank statement and can enjoy the rest of the functionalities of Tactic Bank and Cash module.

How to questions for Barcode Module

Can I add a QR code in my invoices?

Adding a QR code to the invoices is not something very complicated. It can be achieved with some small steps. For accomplishing the same you just need to go to Home-> Setup-> other setup. There you can find the blank area, in which you can add your own setup options. In the criterion of name you need to add INVOICE_ADD_ZATCA_QR_CODE and set the value to 1. Then click the option of Modify to complete. After completing Tactic will be generating PDFs with QR codes, when you use the “crabe” or “sponge” templates.

How to questions for Tags and Categories Module

How to add tags and categories?

Tags and categories play an important role in specifying the type of a product or a vendor or a customer or a member and many more. The users of Tactic have been provided with the opportunity of creating tags and categories for various elements such as products, third parties, members and more. The creation of the tags and categories can be performed with the help of Tactic GUI. It can also be accomplished with the help of few steps, these steps are: Home -> Set-up -> Modules/Applications -> Tags and categories module -> the users need to activate the module for creating tags and categories. Then the users need to visit any module that contains the feature of tags and categories much as the member module. They need to follow the next steps then, Member menu (From the main menu bar) -> Tags and categories (from the vertical menu) -> New tag/category -> Fill up the needed criteria -> Save. After saving the tags the users will be able to use the tags and categories feature seamlessly.