Once you have logged into your system, seven tabs will appear across the top of your page. Each of these tabs contain various functions that you can use to manage your system. Click on a tab to see what options are available to you within that heading.
After clicking a tab a list of white links with triangles beside them will appear just below your tabs. Click a link to perform that particular operation.
In areas where there are lists of items, such as invoices, users, projects, etc., you will see check boxes displayed just beside each item. You can perform an operation on a particular item by selecting that item's check box then clicking one of the white buttons that are in the gray rectangle just above your list of items and column headings.
Also, in an area with a list, you may sort the items in ascending or descending order by clicking on the appropriate column heading.
On pages where you are changing or adding information or to your system, don't forget to hit the Save or Submit button at the bottom of your page to save your changes.
Are we missing anything in our help manual? If so, please let us know by contacting us here.
You may also find additional help by visiting our support forum.
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