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Accounting & Financial Management for entrepreneurs and small businesses.

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Accounting & Financial Management for entrepreneurs and small businesses.

Home
Features
Plans
My Account

Admin

14

General Application Information
Company Information
User Settings
User List & Rights
Account & Settings
Pay Terms & Methods
Vocabulary & Naming
Sharing & Sync
Emails & Notifications
Customer Settings
Vendor Settings
Item Settings
Admin – Purchasing Defaults
Invoice & Credit Memo Settings & Defaults

Attachments

3

Customer Attachments
Vendor Attachments
Item Attachments

Bill Payments

1

Bill Payments

Chart Of Accounts

1

Chart Of Accounts

Credit Memo

1

Credit Memos

Credit Memo List

1

Credit Memo List

Customer List

1

Customer List

Customer Payments

1

Customer Payments

Customers

4

Customer – General Info
Customer – Invoice History
Customer – Payment History
Customer – Attachments

Dashboard

16

Company Overview
Dashboard – Overview
Dashboard – Profit & Loss Statement
Dashboard – Trial Balance
Dashboard – Balance Sheet
Dashboard – Cash Flow Calendar
Dashboard – Aging Payables Report
Dashboard – Aging Receivables Report
Dashboard – Sales By Customer
Dashboard – Purchase Orders By Vendor
Dashboard – Customer Payments
Dashboard – Net Worth Graph
Dashboard – Bill Payments
Dashboard – Inventory On hand Worksheet
Dashboard – Inventory Reorder Report
Dashboard – Profit & Loss Graph

Email Automation

1

Email Automation

Email Log

1

Email Log

Enter Transactions

9

Enter Transactions Screen
Create Checks
Enter CC Credit
Enter CC Charge
Enter Bill
Enter Bill Credit
Write Check
Enter ePayment
Enter Receipts

General Help

1

Unblock your ExcelBooks file after download

General Journal

1

General Journal

Invoice List

1

Invoice List

Invoices

1

Customer – Invoices

Item Info

4

Item – General Info
Item – Purchase History
Item – Invoice Sales History
Item – Attachments

Item List

1

Item List

Make Deposits

1

Make Deposits

Make Transfer

1

Make Transfers

Print Checks

1

Print Checks

Purchase Order Lists

1

Purchase Order List

Purchase Orders

1

Purchase Order

Reconcile Accounts

1

Reconcile Accounts

Recurring Transactions

1

Recurring Transactions

User Login / Logout

1

User Start & Login

Vendor List

1

Vendor List

Vendors

4

Vendor – General Info
Vendor – PO History
Vendor – Bills & Payments
Vendor – Attachments

Home
Help & Support
Dashboard
Dashboard – Sales By Customer

Dashboard – Sales By Customer

This tab will show you the list of sales made by the customer and their balances.

customer, sales

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Updated on July 7, 2021

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