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Common Support Areas

Setting up permissions

Learn how to configure granular View/Add/Edit/Delete access for your staff.

Invoice PDF generation

Troubleshoot logo uploads and Quotation vs Invoice stage headers.

Auto transactions

Understand how campaigns, subscriptions and salary flow into your ledger.

Campaign analysis

Get help interpreting ROI tables and conversion funnel charts.

Project profit calculation

Master the Pending Amount formula and Link Existing Item workflow.

Subscription expiry

Set up notifications for upcoming service renewals.

Urgent Enterprise Support?

Enterprise plan customers have access to a dedicated 24/7 slack channel and priority phone support.

View Enterprise Details →