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Agents Knowledgebase Articles
Agent Payments

Agent Payments

What are Agent Payments? Sales Agents are also known as Securities and Commodities Sales Agents and they basically do business on behalf of individuals, businesses and or organizations with authorization. Their job is to basically buy and sell securities in investment and trading firms a...

Agent Sales

Agent Sales

Who are Sales Agents? Sales Agents are also known as Securities and Commodities Sales Agents and they basically do business on behalf of individuals, businesses and or organizations with authorization. Their job is to basically buy and sell securities in investment and trading firms and ...

Popular Knowledgebase Articles
Invoice Management
An invoice is a commercial document that is issued by a seller to a buyer, relating to a sale transaction and indicates the products or services, their quantities and the agreed prices th...

Quotations Management
A quotation which is also known as a proforma invoice or quote is a document that a supplier submits to a potential client with a proposed price for the supplier's goods or services ba...

What is online accounting software?
Online accounting software is sometimes called 'cloud-based software'. It allows users to create, store and send invoices from any device. You don't need anything saved on your computer, and...

Account Profile Rating
According to The Great Seven, profile rating is a process where by your level of trust is determined based on the number of stars that you have in your account. This means that the mor...

Can my accountant access my account?
Absolutely. Since your accounting system is connected to the cloud, they can use their own login to access reports like the user management reports, accounting reports, products reports etc ...