User Helpdesk & Troubleshooting

You must record revenue in two distinct steps to ensure our Accounts Receivable and Bank Balances are accurate.

Step 1: The Sale Voucher (When you issue the invoice)

1. On the left sidebar, click Vouchers, then click the + New Sale button at the top right.
2. In the Customer Account dropdown, select the specific Client Ledger who is buying the service.
3. In the Income Account dropdown, select the specific revenue category (e.g., "Software Revenue" or "Consulting Revenue").
4. Enter the total amount in OMR, then click Save Voucher.

Step 2: The Receipt Voucher (When the money actually hits our bank)

1. On the left sidebar, click Vouchers, then click the + New Receipt button.
2. In the Received From dropdown, select the same Client Ledger you used above.
3. In the Deposited To dropdown, select the actual bank account where the money landed (e.g., "Bank Muscat OMR").
4. Enter the amount received and click Save Voucher.

Recording Outgoing Money

1. On the left sidebar, click Vouchers, then click the + New Payment button.
2. In the Paid For (Expense) dropdown, select what you bought (e.g., "Office Supplies", "Marketing Ads", or a specific Supplier ledger).
3. In the Paid From (Asset) dropdown, select the account the money left from (e.g., "Company Credit Card" or "Petty Cash").
4. Enter the exact amount in OMR.
5. Write a brief description in the Narration box so we remember what this was for, then click Save Voucher.

Because Tadbeer Accounts is a strict double-entry ledger, you cannot simply "delete" a posted voucher. You must reverse it to maintain a proper audit trail.

How to reverse a mistake:

1. If you made a mistake on a Sale: Go to Vouchers, click + New Voucher, and select Sales Return from the type dropdown. Enter the exact same amounts and accounts as the mistake. This cancels it out to zero.
2. If you made a mistake on a Purchase: Go to Vouchers, select Purchase Return, and reverse the exact amounts.
3. Once the mistake is reversed, simply create a brand new, correct voucher from scratch.

Troubleshooting Unbalanced Books

The system is hard-coded to automatically balance Debits and Credits on standard Sales, Purchases, Receipts, and Payments. If your Trial Balance is off, it is almost guaranteed that someone manually entered a Journal Voucher incorrectly.

1. Click Reports on the sidebar, then Trial Balance to confirm the exact difference amount.
2. Go to the Vouchers list.
3. Look for any vouchers marked as type Journal.
4. Click the Eye Icon (Inspect) on those Journal vouchers. Ensure that the total Debits column exactly matches the total Credits column. If they don't, you found the error.

For Reviewers & Stakeholders

1. Navigate to the public Reviewer Portal (the main `index.html` URL).
2. You will see a grid of all 26 upcoming social media posts. Find a card with a yellow Pending badge.
3. Click the View Post button on that card. It will open the full-resolution interactive HTML design in a new browser tab.
4. Review the design. If it looks perfect, go back to the portal and click the green Approve button. The badge will instantly turn green.
5. If the design needs edits, click into the "Changes required..." text box on the card and start typing your feedback.

For Publishing Directors

1. Navigate to the Admin Command Center URL (`admin.html`).
2. Look at the top of the dashboard. You will see a live progress bar showing how many posts are approved vs pending.
3. Click the Copy Feedback Report button located near the progress bar.
4. The system will flash a confirmation. Now, open WhatsApp, Slack, or an Email, and hit Paste (Ctrl+V / Cmd+V).
5. A perfectly formatted text list of all requested changes, organized by asset, will be pasted for your design team to execute.

Troubleshooting Realtime Sync

If you type feedback into the box and the Admin panel doesn't reflect it, follow these steps:

1. Check your connection: The portal relies on Supabase Realtime WebSockets. If your wifi drops, it will save locally to your browser but cannot push to the server.
2. Wait 1 second: Ensure you stop typing for at least 0.6 seconds. The system "debounces" keystrokes to prevent crashing the database. If you are constantly typing without pausing, it waits to save.
3. Refresh the page: Hit F5 or pull down to refresh on mobile. The portal will attempt to forcefully push your locally cached feedback to the server on load.

Creating a Job Listing

1. Go to the main Tadbeer website and navigate to the hidden admin route (`/admin`).
2. Enter the master password when prompted to unlock the dashboard.
3. On the top navigation bar of the admin panel, click the Jobs workspace tab.
4. Click the blue + New Job button.
5. Fill out the required fields: Job Title, Department, and select the Job Type (Full-time, Internship, etc.).
6. In the Description box, write a summary of the role.
7. In the Requirements box, list the skills needed. Press Enter after each requirement so they appear as bullet points!
8. Paste your Google Form or Typeform link into the Form URL box.
9. Click Save. The job is instantly pushed live to the public `/careers` page.

Managing Inbound Candidates

1. In the Website Admin panel, click the Applicants workspace tab.
2. Use the dropdown filters at the top to narrow down the list (e.g., Filter by "Senior" Experience Level, or filter by a specific Job Title).
3. To read an application, click the View Details button on their card.
4. To schedule an interview, click the green WhatsApp icon button directly on their card. This will instantly launch a WhatsApp Web chat (or open the app on your phone) pre-filled with their number.

Troubleshooting File Uploads

If you are in the Resources tab trying to add a new Whitepaper or Guide and the upload fails or the save button does nothing, it is almost always a file size restriction enforced by the database.

• Images (Thumbnails): Must be strictly under 2MB. If it's too big, run the image through a free online compressor like TinyPNG before uploading.
• PDF Files (Guides): Must be strictly under 8MB. If your PDF is 15MB, you must run it through a tool like ILovePDF to compress it first.

For Admins & Supervisors:

1. Log into the Intern Tracker as an Admin.
2. Make sure you are on the Overview tab.
3. Find the section labeled Invite Intern.
4. Type the intern's exact Full Name and their preferred Email address into the fields.
5. Click the Send Magic Link button.
6. The system will email them a secure, passwordless login link. They simply open their email, click the link, and fill out their profile to complete registration.

For Interns:

1. Check your email for your Tadbeer Magic Link and click it to log in (no passwords required).
2. On your main Dashboard, locate the Submit Daily Report form.
3. In Work Completed, type exactly what you finished today.
4. In Objectives for Tomorrow, list what you plan to tackle next.
5. In Challenges / Blockers, be honest! If you are stuck on a bug or waiting for an email reply, write it here so your supervisor knows.
6. Select your overall Status (Completed, In Progress, Blocked) and click Submit.

For Admins & Supervisors:

1. Go to the Day Book tab on the Admin Dashboard.
2. This is a chronological feed of every daily report submitted by every intern. Scroll through to read what they are working on.
3. If you want to give feedback, click into the text box at the bottom of their report card, type your advice, and click Post Comment. They will see this comment the next time they log in.
4. To see a visual chart of an intern's hours, click over to the Performance Hub tab and select their name to view a 14-day interactive graph.

Troubleshooting Magic Links

1. Go to the Admin Dashboard > Overview tab.
2. Scroll down to the Pending Invites table.
3. Check if their email address is spelled correctly in the list. If it's wrong, cancel it and send a new one.
4. If it's spelled correctly, click the Resend button next to their name.
5. Ask the intern to check their Spam, Junk, or Promotions folder. Because it is an automated system email, some strict email providers (like university email addresses) filter it out of the main inbox.