Step 1: Initiate the SetupFrom your main dashboard, locate and click the + Add Client button. This will open the entry portal for a new business entity.Step 2: Enter the Business NameIn the setup window, enter the official Business Name of the client. Thi ...
Client-Specific NotesTo manage unique accounting requirements, utilize the Notes feature. This allows you to document specific "quirks" such as a client using personal funds for business fuel - ensuring that any team member managing the file has full cont ...