Get started with the basics
Learn how to add and manage clients.
Learn about different types of tasks, ways to add them and how to manage them efficiently.
Learn how to track time for each team member and how to generate reports.
Learn how to add contacts and manage DSC and other details for them.
Learn about the reports available in Finexo PMS.
Keep records of the amount paid, payable, received or receivable.
Learn how to start fees tracking from setting and change fees status of tasks.
Learn about notifications and their settings.
Learn about adding users, user rights and removing user.