Video Guide Timestamps

00:00:00 – Introduction
00:01:00 – Customers
00:04:25 – Leads
00:05:40 – Projects
00:06:45 – Tasks
00:07:05 – Products
00:08:05 – Service
00:08:25 – Supplier
00:08:55 – Purchase
00:11:25 – Return
00:12:40 – Sales Invoice & Quotation
00:16:15 – Accounts
00:16:45 – Transactions | Income
00:17:05 – Transactions | Expense
00:17:40 – Transactions | Transfer
00:18:05 – Transactions | Income Calendar
00:18:15 – Transactions | Expense Calendar
00:18:25 – Recurring Transaction
00:19:40 – Messenger
00:20:05 – File Manager
00:20:25 – Staff
00:20:50 – Reports
00:21:05 – Settings | Company Settings
00:22:10 – Settings | Email Template
00:22:20 – Settings | Access Control
00:23:30 – Settings | Income & Expense Types
00:23:40 – Settings | CRM Settings
00:24:10 – Settings | Payment Methods
00:24:20 – Settings | Product Unit
00:24:30 – Settings | Tax Settings
00:24:35 – Contact Support

Do You Need Help?

Our platform is very simplified and easy to use. You can use the video guide above to setup your account. However, if you don’t have time and you want us to setup your account for you, kindly click the button below to chat with us. Please note that this service comes at an extra cost.