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Introduction

Get started with the basics

Clients

Learn how to add and manage clients.

Tasks

Learn about different types of tasks, ways to add them and how to manage them efficiently.

Time Tracking

Learn how to track time for each team member and how to generate reports.

Contact Persons

Learn how to add contacts and manage DSC and other details for them.

Reports

Learn about the reports available in Finexo PMS.

Receipt Payment

Keep records of the amount paid, payable, received or receivable.

Fees Tracking

Learn how to start fees tracking from setting and change fees status of tasks.

Notifications

Learn about notifications and their settings.

Users

Learn about adding users, user rights and removing user.

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