How-To:Sales: Difference between revisions

Revision as of 13:13, 9 September 2024

To create a new document:

1. Under Me tab, select Billing from the navigation pane and choose the Sales view.

You can input the financial year you want to see, add a workgroup and a member, and click the box to include the previous year or use whole dollars.

@@ Line 1: / Line 1: @@
-== How to view “Sales” ==
+== 1. Getting Started ==
-. Open the app and go to the 'Billing' section. Click the arrow, then select "Sales".
+To create a new document:
+. Under ''Me'' tab, select ''Billing'' from the navigation pane and choose the ''Sales'' view.
 [[File:Step 1 - Sales.png|none|thumb|500x500px]]
-. You can input the financial year you want to see, add a workgroup and a member, and click the box to include the previous year or use whole dollars.
+== 2. Input Details ==
+You can input the financial year you want to see, add a workgroup and a member, and click the box to include the previous year or use whole dollars.
 [[File:Step 2 - Sales.png|none|thumb|500x500px]]
 [[Category:How-To]]