Application demo and tutorials

Files management

Check out those 3 things you can do with files to help you work faster.

And 1 bonus information.

Load receipt from phone

A simple way to attach receipts to your claims .

After creating a personal memo claim, add your receipts directly from your phone.

This is an easy way to have real time update and save information to build your claim on the road.

Finance | record an expense

Check-out how to record an expense and :

- link it to client or project;

- attach a receipt;

- edit value;

- quick edit info.

Finance | new bank account

View how to create a new bank reference:

create an asset account in journal;
create a bank reference;
add a bank account reference to bank account.