Configure Passport365 to suit your business needs
By Nosology and 1 other2 authors32 articles
Can you see what I can see?
When is a Live Report not a Live Report?
Managing Contractors in Passport365
How to set up basic company information, regional settings and add a logo.
Modules control overview
Using Staff Skills
Creating and updating staff members
How to update your reference on jobs/quotes/invoices
How to set up default Payment Terms
How to setup charging rates
Customise Quote & Invoice Templates
How to add a new tax rate
Setting up Staff Members as Users
Creating Roles & Permissions
How to edit staff members and assign categories
How to customise automated emails/messages