You can create via below steps: 1) Click on Employees Tab > Employee 2) Click on +New User as shown in the below image. 3) The Add New User window will be displayed. 4) Fill in all the details such as Name, Email, Username and Designation. 5) Select Access Role – Click on Sales to …
A quick view of recent activities is shown on the dashboard. A detailed report can be seen by clicking on View All Activities. You can also check the recent activities of users via following steps Click on Reports>Work reports> Recent Activities You can now see the user activity in detail such as: 1. File created …
How to check recent activities of users? (Audit Log) Read More »
A Customer Statement is an alternate way to view customer ledger. To view customer statement, you need to go to Reports >Sales Report>Customer Statement You can see all the detailed report here such as Invoice, Receipt, Payment, Journal, Reimbursement Voucher, Reimbursement Journal Summary. You can use the Filter option on the top right corner to …
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