Overview
Ledger Breakdown
| Tab | Type | Records | Total Value | Outstanding |
|---|
Sales by Category
| Category | Items Sold | Total Value |
|---|
Customer List
Auto-updated from sale records
| Name | Contact | Status | Total Spend | Visits | Outstanding | Last Visit |
|---|
Reports
Financial reports for your records and your accountant
Support
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My Requests
Account Administration
Account Overview
Item Categories
Shown in the Category dropdown when adding an item to any ledger. Removing one here does not change past records that already used it.
Team
| Role | Status | Added | ||
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Pending Invitations
| Role | Invited | Expires | ||
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Audit Log
| When | Who | Action | Details |
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