Broker Software


Manage Company Details







Add New Project Status







Invoicing Project







Finance Overview







Timesheets







Pin Projects







Disallow project members to see all project tasks
Monthly Reports
Policy Report
Commission Report
Attendance Report
Import Reports into Excel PDF Csv etc.
Custom Reports




Manage Staff
Staff Profile
Attendance
Single staff attendance
Export and Import Attendance
Policy Management



Add Policy



Edit Policy



Delete Policy



Policy Reports



New Survey



Including mail list custom fields


Record Expense


Creating Recurring Expense
Responsive




Expense Reports


Billable Expense
.
Customer Management



Add Customer



Update Customer



Delete Customer



Customer Profile



Monthly Reports



Custom Reports
Additional Features


Export and Import Option


Custom Layout Options




Weekly and Monthly Reports


User Friendly


New Knowledge Base Article


New Knowledge Base Group

