Dashboard

Overview of your business

0

Active Jobs

0

Pending Tasks

$0

This Month

0

Overdue

Recent Jobs

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No jobs yet

Upcoming Tasks

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Calendar

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Month Week Day

Reminder

Show: Jobs Projects Invoices Reminders Subscriptions

Event Details

Customers

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All Statuses Lead Active Inactive

Company/Contact	Email	Phone	Mobile	Status	Actions
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Customer

Lifetime Value

$0.00

Total Paid

$0.00

Outstanding (AR)

$0.00

Total Jobs

0

Info Estimates Invoices Sales Orders Outstanding

Contact Name

-

Company Name

-

Job Title

-

Customer Type

-

Phone

-

Mobile Phone

-

Alt Phone

-

Email

-

Billing Address

-

Shipping Address

-

Notes

-

Estimate #	Date	Total	Status	Expiry
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Invoice #	Date	Total	Paid	Balance	Status	Due Date
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Order #	Order Date	Required Date	Total	Status
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Invoice #	Date	Total	Paid	Balance Due	Due Date	Days Overdue
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Jobs & Projects

New Job

All Statuses Scheduled In Progress On Hold Completed

Job Name	Customer	Status	Dates	Revenue	COGS	Profit	Actions
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Total Projects

0

Active

0

Budget Committed

$0

Completion Rate

0%

All Pending In Progress On Hold Completed

New

Pending 0

In Progress 0

On Hold 0

Completed 0

Project	Customer	Status	Progress	Budget	Actions

Project

Budget Utilization $0 / $0

Overview Jobs Invoices

Start Date

-

End Date

-

Description

-

Customer

-

No jobs linked to this project.

No invoices for this project.

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Tasks

New Task

Task	Assigned To	Due Date	Priority	Status	Completed	Actions

Invoices

New Invoice

All Statuses Paid Unpaid Overdue

Invoice #	Customer	Total	Status	Due Date	Actions

Inventory

Add Product Add Service

All Types Products Services

Item	Type	Stock	Purchase Price	Subscription Price	Billing Period	Unit Price	Vendor	Actions

Estimates

New Estimate

All Statuses Draft Sent

Estimate #	Customer	Total	Status	Expiry	Actions

Vendors

Add Vendor

Company	Contact	Email	Phone	Actions

Purchase Orders

New PO

PO #	Vendor	Total	Status	Expected	Actions

Purchases

New Purchase

All Methods Cash Check Credit Card Bank Transfer Other

Purchase #	Vendor	Total	Date	Payment	Actions

Sales Orders

New Sales Order

Order #	Customer	Total	Status	Required	Actions

Chart of Accounts

Add Account

Account #	Name	Type	Balance	Actions

Bank Accounts

Transfer Add Account

Account Name	Bank	Opening Balance	Current Balance	Actions

Recent Transfers

Date	From	To	Amount	Memo
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Bills

New Bill

All Statuses Open Paid Partially Paid Overdue

All Bills Recurring Non-Recurring

Bill #	Vendor	Total	Status	Due Date	Actions

Sales Receipts

New Sales Receipt

All Methods Cash Check Credit Card Bank Transfer Other

Receipt #	Customer	Total	Date	Payment	Actions

Payroll

Employee Payroll Subcontractor Payments

New Payroll Run

Period	Pay Date	Gross	Deductions	Net	Status	Actions

Add Subcontractor New Payment

All Statuses Pending Paid

Subcontractor	Pay Date	Description	Hours	Amount	Status	Actions

Reports & Analytics

Export PDF

Profit & Loss

Revenue, COGS, expenses & net income

Sales by Customer

Who generates the most revenue

Sales by Item

Top performing products & services

AR Aging

Outstanding invoices by age bucket

AP Aging

Unpaid bills by age bucket

Income vs Expense

Monthly or daily cashflow trend

to

Monthly Daily

Run Report

Profit & Loss

Select a report above, pick a date range, then click Run Report to see insights.

Subscriptions

New Subscription

0

Total Subs

0

Active

$0

Monthly Revenue

0

Pending

All Statuses Active Pending Suspended Expired Cancelled All Frequencies Weekly Bi-Weekly Monthly Quarterly Yearly

Plan	Customer	Amount	Frequency	Start Date	Next Bill	Status	Actions

Settings

Business Name

Business Email

Business Licence Number

TIN Number

Office Phone

Mobile Phone

NIB Number

Government Vendor ID

Business Logo

Current logo: View

Business Licence Document (PDF)

Current file: View PDF

Tax Compliant Document (PDF)

Current file: View PDF

SMTP / Email Notifications

Enable SMTP Notifications

SMTP Host

Port

Username

Password

Encryption TLS SSL None

From Email

From Name

Test Email Address

Send Test Email

Telegram Notifications

Enable Telegram Notifications

Bot Token

Get this from @BotFather on Telegram.

Chat ID

Use @userinfobot to find your ID.

Send Test Message

Save Settings

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Database Backup

Download a full backup of your database as an SQL file.

Backup Database

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Database Restore

Warning: This will overwrite your entire existing database.

SQL Backup File *

Type "database" to confirm *

Restore Database

User Accounts

Manage team members, roles, and access rights

All Roles Administrator Manager Employee Contractor

All Status Active Inactive

Add User

User	Email	Role	Status	Actions