Adding a new clientIn List view, select Add from the right-click menu.Or, click the menu at the top right and select Add:In the next window, type the address of your client in the search field, then click the magnifying glass icon or press Enter:You can see the address on the map by clicking on the…
Adding a clientIn List view, select Add from the right-click menu.Or, click the menu on the top right and select Add:In the next window, type the name of the client in the search field, then click on the magnifying glass icon or press Enter.You can narrow your search results by turning off filters. You can…
It is absolutely necessary to provide an end-of-month odometer reading in order to create a mileage log. Click the Add button to record one. We recommend that you record your odometer reading at each refueling / charging and at the end of the month, and enter this into the program as well! Enter the value…
Note: Adding a refueling / charging is only necessary when using the Actual Expense Method. In the case of using the Standard Mileage Rate, you only need to log your arrival at the gas / charging station (the trip itself), as you would with any other client / location. In Calendar View The Calendar view…
Important: You can only upload Microsoft Excel (.xlsx) or semicolon-separated (.csv) spreadsheets. You can import up to 1000 clients per day.Go to the Import Clients / Locations tabSelect Excel as the data sourceClick on download the sample file:The sample file will be saved to a folder on your computer that you have previously chosen or to the Downloads…