Administration

• Using Notes on a Lead or Job
• Automatically Keeping Track of Expenses in Táve
• Client Safe Mode
• Admin vs. Non-Admin User Permissions
• Payments and Expenses

• Profit Center Widget
• Accounts Payable Widget
• Accounts Receivable Widget
• Revenue Progress Widget
• Monthly Revenue, Year Over Year Widget

• Financial Outlook
• Profit Centers
• Accounts Payable and Aging
• Accounts Receivable and Aging
• General Ledger
• Profit & Loss Report

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• Setting Up Tax Rates and Tax Groups
• Sales Tax Reports

• Booking Trends by Job Type
• Booking Trends by Lead Source
• Booking Trends by Payment Type
• Booking Trends by Product
• Closed Reasons Report