Skip to content
English
  • There are no suggestions because the search field is empty.

Walkthrough Understanding the New Explore tab

guide explains the new "Explore" tab and its various features, making it a useful tool for managing financial transactions.

1. Click "Explore"

2. This should take you to the "Sent Proposals" tab. From here you can view all your Sent Proposals. You can also use the filters on the top row to customize your Proposal view

3. This should take you to the "Received Proposals" tab. From here you can view all your Received Proposals from your Vendors. You can also use the filters on the top row to customize your Proposal view

4. This should take you to the "Receivable Invoices" tab. From here you can view all your Client Invoices. You can also use the filters on the top row to customize your Proposal view

5. This should take you to the "Payable Invoices" tab. From here you can view all your Vendor Invoices. You can also use the filters on the top row to customize your Proposal view

6. The new "Payments" tab will show you all the records of payments you've received. This is a great place to view all your paid Invoices. You can also use filters in the top row to customize your Payments view.

7. The new "Made Payments" tab will show you all the records of Invoices you've paid. This is a great place to view all your Vendor Paid Invoices. You can also use filters in the top row to customize your Payments view.