Business Tools

Dashboard

• Dashboard Overview

Credit Receivables

• Credit Receivables Overview

Invoice Log

• Invoice Log Overview
• Customize the Invoice Log
• PST/GST/HST Rebate Information

Expenses

• Expenses Overview
• Expense Categories
• Add an Expense Entry
• Find and Edit or Delete an Expense Entry
• Create, Edit, or Delete Recurring Expenses
• Recording a Bad Debt

See all 8 articles

Calendar

• View Upcoming Events
• Birthdays, Follow-ups/Tasks, and Appointments
• Single, Repeating, or Multiple Action Items
• Agenda View