How to use the navigation menu

The navigation menu in℠ is your main path of navigation when working in your account. From there you'll access all main workflows of

  • Upload and manage documents
  • Manage vendors
  • Approve bills and vendor credits
  • Create bills and vendor credits
  • Payi bills and record payments
  • Manage Customers
  • Create and send invoices
  • Charge customers and record payments
  • Run Reports
  • Access Support

You can collapse and expand the navigation menu as needed to increase your workable area by selecting the icon on the top left corner of the menu.