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What is found under each Menu Tab?

Updated over a year ago

Each section and the functions within are outlined below.

Marketing

View individual marketing campaigns, campaign items, supplier invoice reconciliation history, and marketing outstanding.

Marketing

Sales

View sales including new, existing, settled, or fallen.

Sales

Trust

View trust transactions, adjustments, bank reconciliations, and end-of-month reports.

Trust

Agents

Create pay sheets, set up journals, view agent commission lines, and report on individual agents.

Agents

Options

View office settings, current users & diary entries. You can also back up the data file and check for recent updates.

Options

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