Once you’ve completed the basic setup, it’s time to get all your client’s finances in order.
From your Dashboard hover over the the Finances tab and click on “Finances” from the drop down menu.
Choose the company/client you want to view or update. (Remember you must already have client profiles setup in order to do this)
Click the green “Select” on the right.
You will now see finances for the company/client you’ve selected.
You can easily add expenses by clicking on the red “Add New Expense” button, or add an income by clicking the green “Add New Income” button.
You can view and add a new category by clicking on the “Category” tab second from the left.
You can view and add a new bank account by clicking on the “Bank Account” tab third from the left.
You can also run reports by clicking on the “Reports” tab on right.