HOW TO CHANGE TEAM ROLES AND DETAILS

HOW TO CHANGE TEAM ROLES AND DETAILS

As your organization evolves and team dynamics shift, it’s essential to have the flexibility to update and optimize the roles and information of your team members within the system. In this tutorial, we will walk you through the straightforward process of...
HOW TO ADD A NEW BANK AND OPENING BALANCE

HOW TO ADD A NEW BANK AND OPENING BALANCE

In this guide, we will walk you through the simple step-by-step process of adding a new bank account to your system and setting up the opening balance for accurate financial records. Let’s get started and ensure your financial transactions are managed with...
HOW TO CREATE TIMESHEETS

HOW TO CREATE TIMESHEETS

Effortlessly create timesheets by following the steps below: Step 1: Under quick links on the homepage, click ‘Create Timesheets’. STEP 2: Choose your customer and enter their hourly rate. Don’t know how to create contacts? Click here. STEP 3: Select a...