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      Customer tracker

      • Add new customers
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      Invoice tracker

      • Manage invoice groups
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      • Add/Edit expenses
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      [*Optional]

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Helpers Info Menu

  • Membership
    • How to register
    • How to login
    • Forgot password?
    • Manage general settings
    • Updating company profile
    • Updating personal profile
    • How to change your plan
    • How to initiate your first payment
    • View past invoices
    • How to invite another user
  • Customer tracker
    • Add new customers
    • Edit customer details
    • Add/Edit contactss
    • Print customer report
    • Print contact card
    • Add/Edit notes
  • Invoice tracker
    • Manage invoice groups
    • Manage tax rates
    • Create new invoices
    • View/Edit invoice summary
    • Manage invoice taxes & other
    • Add/Edit invoice items
    • Generating invoices
    • Sending invoices by email
    • Manage payment methods
    • Add/Edit payments
    • Generating receipts
    • Sending receipts by email
    • Manage invoice statuses
    • Manage common invoice items
  • Expense Tracker
    • Add/Edit expenses
    • Create invoiceable expenses
    • Manage expense categories
    • Manage category groups
    • Export expenses
    • Generate expense report
  • Project Tracker
    • Create a project
    • View/Edit project details
    • Add tasks
    • Add name to assigned user list
    • Manage task backlog
    • Manage task board
    • Print task cards
    • Archive tasks

Expense Tracker

Manage your expense details

Add/Edit expenses

Create invoiceable expenses

Manage expense categories

Manage category groups

Export expenses

Generate expense report

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Montreal, Qc, Canada

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