Knowledge Base

How do I modify or delete files?

22 views April 10, 2016 David Diamond 0

How do I attach files?

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Who Receives Notifications

30 views April 10, 2016 Andrew Gay 0

Why can’t I delete or modify a record?

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How do I reset my password?

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How do I filter a User’s results by Business Unit?

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How do I re-export a Payment?

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How do I export to Quickbooks?

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How do I re-export an Invoice?

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How do I export to Excel?

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How do I change my account settings?

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Who has access to which dashboard parts?

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How do I filter records?

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How do I search through the entire organization?

6 views April 8, 2016 Andrew Gay 0

How do I control user permissions?

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How do I create new users?

28 views April 8, 2016 Andrew Gay 0