To access the “General” section for accounting, please navigate to the “Business Intelligence” → “Accounting” → “General”.

Here you can find detailed information about the invoices.

It provides data on paid, created and received invoices, expenses, and the balance.



It also provides data on other stats, likes/dislikes, and leads services stats.



It also provides statistics about client contacts, client payments, new clients and new estimates.



To filter the statistics based on start and end date, please click on the “date”, choose the necessary start and end dates and click “Go”.

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