Daily Workflow
The daily focus area is a place where you can manage, filter, and complete many tasks at once. The daily focus area is a powerful tool that allows you to ef...
Thu, Jul 24, 2025 at 12:23 AM
Once logged in, you are presented with the Dashboard. This page is designed to give you a quick and comprehensive look into your active business. You can se...
Thu, May 23, 2024 at 7:56 AM
You have the opportunity to customize your open transaction views on your dashboard. First, you can select if you want to view all transactions or just tran...
Wed, Aug 13, 2025 at 5:00 PM
If you are looking at your daily focus and do not see your tasks for a transaction but they are listed in the transaction task tab, then check out the follo...
Thu, Oct 9, 2025 at 10:18 PM