user guide agency, accounts and general

Author: EhfazAdnan

docs/comfortaccounting/user-guide/account-manager.md

@@ -12,6 +12,20 @@ card: "article"
 
 # Comfort Accounting User Guide
 
-Welcome to the Comfort Accounting Account Manager.
+The Account Manager serves as the core feature for managing financial accounts within the system, offering a straightforward structure for efficient account management.
 
+## Key Features ##
 
+**Account Types**:
++ Accounts can be categorized as either **Cash or Bank** types, providing flexibility in organizing financial data according to operational needs.
+
+**Account Management**:
++ Easily **create, update, and manage accounts** through an intuitive interface designed for simplicity and efficiency.
+
+**Export Options**:
++ Listing Export allows all account details in bulk with supported formats, including **XLS, XLSX, ODS, and PDF**.
++ Single Export allow individual account details in **JSON or PDF** format.
+
+Both features are accessible exclusively with the **Reports Pro** Addon, offering enhanced reporting and data export capabilities.
+
+This component is designed to seamlessly integrate with other features, ensuring a cohesive and efficient financial management experience for users.

docs/comfortaccounting/user-guide/agency-manager.md

@@ -12,6 +12,33 @@ card: "article"
 
 # Comfort Accounting User Guide
 
-Welcome to the Comfort Accounting Agency Manager.
+The Agency Manager serves as the foundational component of the Comfort Accounting system, acting as the **entry point** for all operations and integrations within the platform. It ensures that every action and component is systematically organized and associated with specific agencies, providing a streamlined approach to accounting management.
+
+## Key Features ##
+
+**Agency Management**:
++ **Create, edit, and delete** agency information effortlessly.
++ Manage core details of agencies to maintain organized workflows.
+
+**Member Management**:
++ Each agency holds its own set of members with assigned **roles and permissions**.
++ Permissions are managed on an **agency basis**, ensuring secure and customized access.
++ Members can be invited via **email**, with the flexibility to **accept or reject** invitations.
+
+**Frontend Integration**:
++ All features are seamlessly managed through frontend interfaces, respecting **agency-specific permissions**.
++ The frontend experience empowers users to interact with their assigned agencies efficiently.
+
+**Permission-Based Access Control (Frontend)**:
++ Agency-level permissions ensure granular control over what members can **view, edit, or manage** within the system.
++ Seamless integration of permission-based management extends to all related components.
+
+**Export Options**:
++ Listing Export allows all agency details in bulk with supported formats, including **XLS, XLSX, ODS, and PDF**.
++ Single Export allow individual agency details in **JSON or PDF** format.
+
+Both features are accessible exclusively with the Reports Pro Addon, offering enhanced reporting and data export capabilities.
+
+By consolidating actions, permissions, and member management within the Agency Manager, this component lays the groundwork for a robust and scalable accounting solution.
 
 

docs/comfortaccounting/user-guide/general.md

@@ -15,16 +15,47 @@ card: "article"
 The Comfort Accounting plugin is a robust tool designed to streamline accounting processes in WordPress. It offers comprehensive features and settings to manage agencies, accounts, categories, vendors/clients, logs, reports, and integration with WooCommerce. Below is a brief overview of its core functionalities and configurable options:
 
 ## General Features ##
-**Dashboard:** Global Dashboard that shows all the key information in one place.\
-**Component Management:** Customize the behavior of key components such as Agency, Account, Category, Vendor/Client, Log, and Reports**[Pro]**.\
-**Settings Manager**: Configure Basic Settings, Email Settings, File Upload/Attachments Settings & Components Settings. Also, we have WooCommerce Integration Settings in this place.\
-
-## Components we have: ##
-Agency Manager.
-Account Manager.
-Category Manager.
-Vendor/Client Manager.
-Log Manager.
-Report Manager**[Pro]**.
-
-This summary provides a high-level view of the plugin's capabilities. For detailed guidance, explore the corresponding sections linked above.
++ **Dashboard:** Global Dashboard that shows all the key information in one place.
+
++ **Component Management:** Customize the behavior of key components such as Agency, Account, Category, Vendor/Client, Log, and Reports**[Pro]**.
+
++ **Settings Manager**: Configure Basic Settings, Email Settings, File Upload/Attachments Settings & Components Settings. Also, we have WooCommerce Integration Settings in this place.
+
+## Enhanced User Experience with Pro Addon ##
+The Comfort Accounting Frontend extends all essential features to the frontend, empowering users with a seamless and intuitive interface. Key functionalities such as the Dashboard and Component Management are fully accessible, allowing frontend users to view, manage, and interact with critical accounting data directly from the frontend. This includes streamlined access to Agencies, Accounts, Categories, Vendor/Client information, Logs, and Reports.
+
+With this comprehensive frontend support, users can perform their tasks efficiently without navigating to the backend, ensuring a smooth and productive workflow.
+
+## Advanced Reporting with Pro Addon ##
+The Comfort Accounting Reports elevates reporting capabilities by providing a comprehensive and dynamic reporting system. Users can generate detailed reports for Agencies, Accounts, Categories, Vendor/Client interactions, Logs, and more.
+
+With intuitive filters and customizable options, the addon enables users to analyze financial data effectively, uncover insights, and make informed decisions. This advanced reporting system ensures that critical information is always at your fingertips, tailored to meet the diverse needs of your accounting processes.
+
+## Core Roles and Capabilities ##
+The platform leverages WordPress core roles and capabilities for robust access control and permissions management.
+
++ **Admin Management**: Administrative tasks are seamlessly handled using WordPress core capabilities, providing a secure and scalable foundation for backend operations.
+
++ **Frontend Management**: Permissions for frontend users are agency-based, ensuring tailored access and control specific to each agency's requirements. This role-based approach delivers a secure and user-friendly environment across all operational levels.
+
+## Export Options ##
++ **Listing Export**: This Feature allows exporting all the components listing details at once. Export types are XLS, XLSX, ODS, PDF.
+
++ **Single Export**: Provides the option to export individual details. Export types are available JSON & PDF.
+
+Both export features are accessible only with the Reports Pro Addon, unlocking powerful reporting and data export capabilities.
+
+**Note**:
++ The PDF export feature is available only when the "CBX PHPFPDF Library" plugin is activated.
+
++ The XLS, XLSX, and ODS export features are available only when the "CBX PhpSpreadSheet Library" plugin is activated.
+
+<br/> This summary provides a high-level view of the plugin's capabilities. For detailed guidance, explore the corresponding sections linked below.
+
+## Components we have ##
+[Agency Manager](./agency-manager.md)\
+[Account Manager](./account-manager.md)\
+[Category Manager](./category-manager.md)\
+[Vendor/Client Manager](./vc-manager.md)\
+[Log Manager](./log-manager.md)\
+[Report Manager (Pro)](./reports-manager.md)