Each section and the functions within are outlined below.
Marketing
View individual marketing campaigns, campaign items, supplier invoice reconciliation history, and marketing outstanding.
Sales
View sales including new, existing, settled, or fallen.
Trust
View trust transactions, adjustments, bank reconciliations, and end-of-month reports.
Agents
Create pay sheets, set up journals, view agent commission lines, and report on individual agents.
Options
View office settings, current users & diary entries. You can also back up the data file and check for recent updates.