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The Main panel contains primary functions: INVOICE, CREDITS, EXPENSES, FUNDS INTRODUCED, and REPORT.

• Credits
  MAIN Panel→Credits
  Manage and track credit records with coding to Chart of Accounts (COA).
  • Code Icon
    MAIN Panel→Credits→ Code Icon
    Click the crosshairs icon to code credit to the COA code selected in the dropdown list. Select "uncode" in the dropdown to remove coding from the credit record.
  • Transaction
    MAIN Panel→Credits→Transaction
    Shows a code indicating what type of transaction created this credit.
  • Code
    MAIN Panel→Credits→Code
    Shows the COA code assigned to this credit.
• Expenses
  MAIN Panel→Expenses
  Manage and track Expence records with coding to Chart of Accounts (COA).
  • Code Icon
    MAIN Panel→Expenses→ Code Icon
    Click the crosshairs icon to code Expence to the COA code selected in the dropdown list. Select "uncode" in the dropdown to remove coding from the credit record.
  • CODE
    MAIN Panel→Expenses→CODE
    COA code of expense record. Use the COA dropdown along with the target icon to code / uncode record

The MAKE panel contains creation functions: Make Invoice, Make Product, Add Credit, Add Expense, Add Client, and Add Account. * each make window has an option to leave window open after submit. This allows for efficient adding of multiple records

• Make Product
  MAKE Panel→Make Product
  Add new products or services to your product catalog.
  • Select Type
    MAKE Panel→Make Product→Select Type
    • Time - Adds a time based Product, Set Price , Name , Code and description.
    • Product- Adds a new product that can be selected in invoice creation. Set Price , Name , Code and description.
    • Recurring - Adds a recurring product to invoice edit. Set Price , Name , Code and description.
      • Set client the recurring billing is for .
      • Set Start Date. (This is important for Recurring products)
      • End Date will end the Recurring product at a particular date.
      • Advance - Set the days in advance the product is generated
      • Day notice - Set the days in advance the recurring item is generated
      • * Recurring products are added to the invoice manually once created
• Add Credit
  MAKE Panel→Add Credit
  Record new credit transactions in the system.
  • MAKE Panel→Add Credit→
    • Date
    • Credit Total
    • Sale/Client/Revenue
      • COA can be selected
      • If Sales (200) is selected a client list is created to code the sale to.
      • Un-code can be selected to leave the transaction uncoded or to code later.
    • Payee
    • Reference
    • Bank Account
      • If no back account has been created a Button is created to Make account.
      • The accouint is used as a placeholder for transactions . It can be any Name/Number.
• Add Expense
  MAKE Panel→Add Expense
  Record business expenses. This also provides access to Add Account as a dependency button if no account has been created.
  • MAKE Panel→Add Expense→
    • Date
    • Tax Icl Total
    • Expence/Direct Costs/Overhead
      • COA can be selected
      • Un-code can be selected to leave the transaction uncoded or to code later.
    • Payee
    • Reference
    • Bank account
      • If no back account has been created a Button is created to Make account.
      • The accouint is used as a placeholder for transactions . It can be any Name/Number.
• Add Client
  MAKE Panel→Add Client
  • First name
  • Surname
  • Contact numbers
  • Email
  • Company name
  • Web address
  • Username
    • Suggest Usermame
      attempts to generate username from the first two letters from first name and company name to make a string
    • * Must me 4 characters upper or lower case
    • * no symbols or numbers
    • * Is used to prefix invoice numbers
    • * 10,000 combinations possible
  • Delivery address
  • Post code
  • Postal address same as delivery -

Configure your system settings including business information, email, branding, financial settings, and more.

• Periods Management
  Settings→Periods Management
  Configure date ranges for reporting and filtering. Periods allow you to quickly select common time ranges (like years, months, or tax periods) and create custom date ranges for specific reporting needs.
  • Period Types Overview
    Settings→Periods Management→Period Types Overview
    Periods Management allows you to pre-define date ranges that can be used throughout the system for filtering invoices, expenses, and reports. There are three standard period types plus custom ranges:
    • Year Ranges: Creates periods for full calendar years (e.g., 2023, 2024, 2025)
    • Month Ranges: Creates periods for individual months (e.g., January 2025, February 2025)
    • Tax Period Ranges: Creates periods aligned with tax reporting (quarterly or custom periods)
    • Custom Ranges: Create any date range with a custom name (e.g., "Q4 Campaign", "Summer Season")
    Once created, these periods appear in dropdown menus throughout the system for quick date filtering.
  • Using Periods in Reports
    Settings→Periods Management→Using Periods in Reports
    Once periods are configured, they appear in dropdown menus throughout the system: Where you'll see periods:
    • Invoice filters: Filter invoices by date range
    • Expense filters: View expenses for specific periods
    • Reports: Generate financial reports for any period
    • Credits page: Filter credit transactions by period
    Tips:
    • Update periods regularly (e.g., at the start of each month or quarter)
    • Keep the number of periods manageable - too many options can be overwhelming
    • Use descriptive names for custom ranges so you remember what they represent
    • Delete old custom ranges you no longer need to keep dropdowns clean

Filters are divided into three blocks that can be toggled in top left of screen. This makes thing easier if working on large data sets or smaller screens.

• CODING fields
  Filters and Search→CODING fields
  Coding group consists of COA (Chart of Accounts) dropdown and a button called "Assign to All".
  • Assign To All - Assigns all visible records to the COA code selected in the dropdown list.
    Filters and Search→CODING fields→Assign To All - Assigns all visible records to the COA code selected in the dropdown list.
    * Use the other filters to refine visible records. Then code all visible records at once
    * Set COA dropdown to un-code (first) to un-assign the code
• SHOW CODED
  Filters and Search→SHOW CODED
  Show or hides coded records.
  • Show coded simply shows or hides coded records.
    Filters and Search→SHOW CODED→Show coded simply shows or hides coded records.
    *Handy if you are working on large amounts of data in Credits, Expenses or Funds