20
2016
Taxes Report
Through the “Reports” tab, select “Accounting Reports” Click the “Tax Report”. The report page will show the requested report. Select whether it would be “Tax” or “All Taxes” Select the “Revenue Type”: “Issued” – “Fully paid”. Determine the “Date Range”. Select “Currency”. Click “Show Report”. Once the report is shown you can “Export it CSV”, “PDF” or “Print” it from the “Export Options”.
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2016
How to Edit Notes and Attachments in Your Client’s Profile
To efficiently manage your clients, you can add notes and attach files to any client’s profile. These notes can be very beneficial to your business, and it means of use are limitless, and it can be customized to fit your business needs, Also you can share these notes and attachments with your clients or keep them for yourself. To add a new note and attachment, please follow these following steps: Through the “Clients” tab, Select […]
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