Track your activity (general summary and summary by customer)

Modified on Tue, 13 Dec 2022 at 04:22 PM

Track your activity 

        1. Consult the general summary of your activity with the different indicators.

                a. From the home page, click on a widget (turnover for the financial year, receipts for the financial year etc.)

                b. Visualize and click on an element of the panel to consult the documents associated with the indicator

      

Example: Turnover for the year with links to documents (Invoices, deposit invoices and credit notes)


        

        2. Consult the detailed view of a customer 

  1. Press the customer menu 
  2. Select a customer from the list 


        3. Press the action buttons to be redirected to the mobile applications (mobile, mail, maps)



        4. View overdue invoices


        5. Consult overdue invoices


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