Invoices & Book Keeping

Invoices & Book Keeping

Accounts Menu

All screens related to your bookkeeping and accounts can be found on this page. All information in the screens you can open is connected to all data in your software (ie clients and jobs). From here you can view your Expenses, Your Income, Assets, Invoices, Client Balances and also quickly view summaries of these.

Expenses, Income & Invoices

We’ve stacked pictures of 3 different screens here into one image. All screens are set out the same and display the various information making it easy to learn. Totals appear at the bottom of the lists and as you narrow your search by dates or names etc, you will see the totals change immediately.

RECONCILE ACCOUNTS

This shows you all of your income and expenses that have or have not yet been reconciled. Reconcile them from here!