Track business performance
Bookkeeping dashboard allows you at view your business income and outgoings briefly including a visual of
Payments
Issued invoices
Expenses
Issued estimates
Issued Advanced payments
At this level you can also quickly create new invoices, estimates or clients.
Next step: How to export documents
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Your Step by Step Build to Bookkeeping
To make life easy, we've created a step by step guide to the Onlinetradesmen Bookeeping app. Your step-by-step Guide: How to create a Bookkeeping business profile How to customise your profile How to create your services and pricing How to create a ...How to enter expenses
Select the "Received documents" in the left vertical menu and click invoices ‘Incoming invoices’ window opens which will allow you to enter the invoice of an incoming expense. You can enter a new invoice either by uploading or entering details ...How to create an estimate
In most cases, you will start an engagement with a client by sending them an Estimate /Quotation. You have the option of doing this in a professional manner on the system also. To create an estimate in the left vertical menu, select " Issued ...How to export documents
Click "Business" icon in the left vertical menu. The "Export" window opens. Under the "Export" window, you can export different types of data for a desired period. Click on the export icon.How to send a payment reminder
Click on the "Dashboard" icon. The home page of your business opens. Look for "Active documents". To send a reminder to the desired customer, select the three vertical dots and click "Send". Click "Send". The reminder will be sent to your saved ...