Reports

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You can access your Finance reports  by clicking on the reports      icon of the dashboard menu, under “Finance”.     There are 7 types of reports:         Let’s take a look at what data you can view in each report:   Performance: View year to year company performance chunked by month. … Continued

Payments

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    You can find your payments by clicking on the payments    icon of the dashboard menu, under “Finance”.         This is your payments list panel. Every time you want to add, edit or delete a payment this is where you go:     Add a payment   To add a payment click … Continued

Invoices

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You can find your invoices by clicking on the invoice    icon of the dashboard menu, under “Finance”.       This is your invoices list panel. Every time you want to add, edit or delete an invoice this is where you go:       Add an invoice   To add an invoice click on New … Continued