General
Website
Website and Client Portal Settings.
Clients
Client, Import Clients, Client Group, Client Service, Ledger and Password.
Settings
Practice Software Settings.
Billing
Invoicing, Receipts, Quotations, and Expense Settings.
Users
User Management, User Roles, Permission Settings.
Tasks
Task Management, To-Dos, Time Logs, Task Documents, Task History, and Task Notes.
Data and Documents
Files, Documents, DSC, Document In-Out, Document Request and Document Collect from Client.
Services
Service Settings, Import Services, Checklists, and Custom Fields.
Communication
SMS, Email, WhatsApp, and User Notifications.