Track your activity
1. Consult the general summary of your activity with the different indicators.
a. From the home page, click on a widget (turnover for the financial year, receipts for the financial year etc.)
b. Visualize and click on an element of the panel to consult the documents associated with the indicator
Example: Turnover for the year with links to documents (Invoices, deposit invoices and credit notes) |
2. Consult the detailed view of a customer
Press the customer menu
Select a customer from the list
3. Press the action buttons to be redirected to the mobile applications (mobile, mail, maps)
4. View overdue invoices
5. Consult overdue invoices
