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... Manage Invoices The 'Invoice List' interface lets you view and update invoice details, including contact information, industry, assigned staff member and more. You can also schedule 'To Do' activities for the invoice from this interface. The activities will be reflected in the calendars of team members assigned to the invoice. You can associate assets records to an invoice from here...

... Generate a Report By default, all reports are stored in the 'All Reports' folder. You can also create custom report folders as required. Click 'All' > 'Reports' Click the 'Add Report' drop-down button. There are two available report options:  Details Report - Provides a customized view of client based activities Charts - Allows you to create a custom chart Report...

... Mass Management of Vendors You can perform the same action on multiple vendors records at once. This is useful when you are updating details that are common to a set of vendor records. Manage multiple records: Click 'All' > 'Vendors' to open the list of vendors Select the vendors you want to work on using the check-boxes to the...

... Mass Management of Assets   You can edit, delete and add comments for several asset records at once. This is useful when you are updating or altering details that are common to a set of asset records. For example, you may have several asset records concerning different products, but would like all of them to use a common shipping method...