Browse
 
Tools
Rss Categories

How To

1 How To Setup Mileage Tracking

Overview This tutorial provides a breakdown of all of the options that can be used to setup mileage tracking Setup Drivers Click here for a tutorial on how to setup drivers Setup Vehicles Click here for a tutorial on how to setup vehicles Setup Mileage Logs…

2 How To Setup Your Workflow

Overview This tutorial provides a breakdown of all of the workflow options available to track and organize your business. Setup Your Entire Workflow From One Central Location If you would like to setup the entire workflow from one central location Click here…

3 How to Undelete Client, Session, Invoice, Etc.

Overview This tutorial provides the steps to undelete a client, session/event/appointment, invoice, payment, project, task, or bookkeeping ledger entry How to Open the Logbook To undelete a resource the logbook must first be open. Below are the steps to open…

4 How to Use the Individual Pipeline View

Overview This tutorial explains how to access, use, and export pipelines and the resources associated with them. What is a Pipeline View A pipeline view is a way to view the resources associated with a pipeline in a column format. Each column header in a…