How-To:Sales: Difference between revisions

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Latest revision as of 16:57, 10 December 2024

1. Getting Started

To create a new document:

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

Step 1 - Sales.png

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.

Step 2 - Sales.png