Customer Transactions User Guides

These applications setup, record activities and produces invoices which generate client transactions for the business.

Customer Setup
Learn how to add or edit customers for a business.

Project Setup
Learn how to add or edit internal and client chargeable projects for a business.

Timesheet
Learn how to enter, edit, submit, recall and invoice timesheets.

Expenses
Learn how to enter out of pocket expenses incurred by individuals in the course of doing their job which can be reimbursed.

Sales
Learn how to create a quote for goods and services, record a sale of goods and services, and invoice sales recorded.

Raise an Invoice
Learn how to raise an invoice for a client chargeable project code which can include timesheet, expenses and sales.