User Guides

Initial Setup

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Productivity Tools

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Employees

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Recruiting

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- Recruiting
- Applications & Onboarding
Scheduling &
Communication

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- Send Email
- Monthly Statements
Customers/Vendors

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Inventory & Items

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- Item Management
- Inventory Tracking

Sales Management

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Workflows Management

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- Workflows
Tasks & Projects

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- Task Management
- Project Management
A/R & Collections

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Purchasing & A/P

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- Purchase Orders
- Accounts Payable
Financials

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Portals

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- Customer/Vendor Portal