User guide

First steps The essentials for finding your way, creating your first data and getting help quickly. Dashboard Essential figures, activities to follow and suggestions for starting the day. Calendar Receivable due dates, installments, expenses to pay and service renewals in the month. Timer Log time, correct hours and read project totals. Analysis Read results, activity and hours for the period that matters to you. Clients Contacts, details and activity linked to each client. Subscriptions Recurring fees and services — due dates, notices and collections. Client projects One-off and quoted client projects, with installments, tasks and the hours you put in. Expenses Company costs, suppliers, recurrence and payments. Suppliers Supplier records, expenses and received documents. Price list Services, prices and costs to reuse in subscriptions and client projects. Accountant Tickets, messages and files shared with your company's accountant. Documents Quotes, pro forma invoices and invoices — from draft to sending. Accounting records Income, outgoings and reversals recorded for the company. Internal projects Non-billable projects for tracking time and cost. Settings Customizations, notifications and general settings for your installation.