You can add many expense entries with few steps without having to enter every expense entry manually to the system by using the importing function. You can import the “Date“, “Amount“, “Currency“, “Category“, “Vendor” and “Notes” . To start importing a list of  expense entries follow these steps: Notes: Only CSV files / Text files (Comma Separated, Tab Delimited, Column separated can be import). If you have any other file type you will need to […]

You can add many income entries with few steps without having to enter every income entry manually to the system by using the importing function. You can import the “Date“, “Amount“, “Currency“, “Category“, “Vendor” and “Notes“. To start importing a list of  income entries follow these steps: Notes: Only CSV files / Text files (Comma Separated, Tab Delimited, Column separated can be import). If you have any other file type you will need to open […]

You can add many time entries with few steps without having to enter every time entry manually to the system by using the importing function. You can import the “Project Name“, “Activity“, “Time Value“, “Date” and “Description“. To start importing a list of time entries follow these steps: Notes: Only CSV files / Text files (Comma Separated, Tab Delimited, Column separated can be import). If you have any other file type you will need to […]

You can add many projects with few steps without having to enter every project manually to the system by using the importing function. To start importing a list of clients follow these steps: Open the Excel program In the first row add the “project Name” field  in the A1 cell. Under the cell fill the projects entries as in this images. After you added all your items save the excel file as CSV (Comma delimited.) […]

You can add many clients with few steps without having to enter every client manually to the system by using the importing function. You can import the “Client Number“, “Email“, “Business Name“, “First Name“, “Last Name“, “Telephone“, “Street Address 1“, “Street Address 2“, “City“, “State“, “Postal Code” and “Country“. The” Business Name” field is mandatory and you can choose to add or not to add any of the other fields. The “Email“, “Client Number” and […]

You can add many products with few steps without having to enter every product manually to the system by using the importing function. You can import the “Name“, “Description“, “Unit Price” and “Default Quantity” fields. To start importing a list of products follow these steps: Notes: Only CSV files / Text files (Comma Separated, Tab Delimited, Column separated can be import). If you have any other file type you will need to open using an […]