Upload File

  • Choose a file
  • Enter any notes (optional)
  • Click "Upload"
Document Date
Desc

File Edit

File name:
Document Date
Desc

Override Customer Folder

Note: Changing the folder will NOT delete the old folder. You must do that manually.
Customer Folder

Bal:

Total Bal:
  • Transactions
  • Statement
  • Users
  • Emails
  • QuickBooks Account Access
  • Files
  • Access Tokens
Date Range
 
Last 12 Months
  •  Invoices
  •  Sales Receipts
  •  Payments
  •  Credit Memos
  •  Gen Journal
Date Item Ref Due Sent Project/Description PO Number Amount Balance
Date Range
 
Last 12 Months
Trans Date Item Ref Due Date Sent Project/Description PO Number Amount Running Balance
Statement Balance
Tab 3 stuff
Current storage platform:
Storage Path:

Contacts

Contacts will go here!
  • Email Message
  • Email Opener Data
  • Email Consumer Data
  • Delivery Log

QuickBooks Accounts Access ( Experimental feature)

You can add any QuickBooks account so that the balance is visible to the customer on their portal dashboard.

Timeline

  • 10 Feb. 2014
  • 12:05

    Support Team ...

    ... Content goes here
    ...
Created Target User Type Status Consume Method When? Consumer IP Revoked By