We’ve made customizing your workspace incredibly simple so you can create a layout that works best for you. With our user-friendly tools, you can easily drag, drop, and rearrange elements to organize your projects, reports, and dashboards exactly how you want them. This streamlined process ensures that you can quickly set up your ideal environment, allowing you to focus on your work without any hassle!
- Click Customize Workplace (left menu)
- Setup up Your Workplace
Add Company Logos
- Add Your Company Logo
Customize Web URL
- Create your own Custom Workplace URL
Invite Users
- Invite multiple Users access to your account
Import Data
- Customers
- Customer Contacts
- Suppliers
Setup Taxes
- Select which states you want to charge sales tax
Company Information
- Contact information
Manage Subscription
- Setup Subscription Payment
Go Live!
- Start receiving payments through the platform
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