Taking it to the next level so you can have more granular reporting and a more streamlined workflow.

  • Easy to understand instruction
  • Improves the financial knowledge of YOUR business
  • Sets you up to scale

Course Progress

More Granular Classification Options

Classes

To Class or not to Class? That is the question.

Lesson 1 of 3 within section More Granular Classification Options. You must enroll in this course to access course content.
Locations

Do I need to track locations?

Lesson 2 of 3 within section More Granular Classification Options. You must enroll in this course to access course content.
Tags too?!

How are those different from Classes and Locations?

Lesson 3 of 3 within section More Granular Classification Options. You must enroll in this course to access course content.

Adding Workflow Steps

Projects

Game Changing but Misunderstood

Lesson 1 of 5 within section Adding Workflow Steps. You must enroll in this course to access course content.
Purchase Orders

Ask for what your want!

Lesson 2 of 5 within section Adding Workflow Steps. You must enroll in this course to access course content.
Estimates

Invoice Previews

Lesson 3 of 5 within section Adding Workflow Steps. You must enroll in this course to access course content.
Progress Invoicing

Not complicated enough for Projects but more than just an invoice.

Lesson 4 of 5 within section Adding Workflow Steps. You must enroll in this course to access course content.
Billable Expenses and Billable Time

Don’t do twice the work if you don’t have to.

Lesson 5 of 5 within section Adding Workflow Steps. You must enroll in this course to access course content.

Staying on Track

Budgets

Let’s call it a Spending Plan. 🙂

Lesson 1 of 1 within section Staying on Track. You must enroll in this course to access course content.