My page

Utilize 'My Page' to efficiently manage schedules (projects/contracts) and customers you are responsible for.

Manage by tabs (“My accounts” and “View all”)

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You can toggle between tabs in the top right corner of 'My Page'.

• Selecting the “My Accounts” tab will only show you information for the projects/clients/contracts you are assigned to

• If you select the “View all” tab, you will see all of your company's projects/clients/contracts that you have access to

• Depending on your plan, you can also customize the tabs to meet your business needs

A modal window with more information will appear if you click on a customer/project/contract section.

Manage your schedule with a calendar

You can manage your schedule with a calendar view on 'My page'.

• You can also view the events in other months using the arrows next to the month and year

• Dates with completed events will appear grey in the calendar

• If it's a billing schedule, it will be considered complete when the amount has been collected. If it's a purchase, it will be considered complete when the amount has been paid.

• You can tag your appointments based on your needs.

Manage your events

You can view your events through filters.

• Only view billing schedules

• Only view events with certain tags

• Only view appointments for which invoices have been created

You can see a list of missed event by clicking on 'Missed events' . Click the title of an event to view details.

• View and edit the event details

• Create tax statements and invoices

• View a list of linked invoices and tax invoices that have been issued

In addition to the filters, there is a separate 'Options' section.

• You can change the VAT options (Included / excluded)

• Date options

  • Date of sales/purchase recognition

  • Default date

Manage appointments at once

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A checkbox exists on the left side of the schedule list. You can check multiple schedules at once by clicking on a checkbox to the left of 'Title' in the events list.

• You can check or uncheck events in bulk

• Change calendar information in bulk (financials/notifications/tags)