The app provides functionality to create and manage invoices and budgets. It allows for the creation of client companies, products, and associated invoices or budgets, with options for PDF export and printing.
The app helps users track and report business expenses. It allows users to create and manage expense categories, paying entities, and expense groupings, and attach receipt images.
QR Scanner & Data Manager allows users to scan QR codes for sample tags and documents. It processes and validates diagnostic data in real time. Users can organize field data, manage sample records, and generate reports.
Review and manage rental routes, view orders, update delivery or pickup statuses, and track loading items for trucks. Generate digital contracts for customer signatures and access inventory data remotely.
View portfolio balances and performance metrics. Access quarterly statements and other account documents. Retrieve transaction history and investment details. Set up account alerts and notifications. Submit support requests directly through the .