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
Creating Categories
How to customise automated emails/messages
Using reports