From version 1.2.0 you will be able to link the invoice to project manually without first going to the project area and clicking on the Invoice Project button. Go to Menu -> Sales -> Invoices...

Project timesheets are all started timers for tasks related to specific project. To view all project timesheets while viewing the project click on the timesheets tab....

To create new project go to Projects from the aside menu and click New Project on the top left button. Project Name – The name of the project – Visible to customer...

Finance Overview is showcase of all logged project timesheets together including project expenses. Logged Hours –...

Invoicing project is recomended to do only from the project area via the Invoice Project button on the top right side to keep track of all invoices created for the project. Project Invoice Info There is 3 t...

Project activity is feature where can be track the activity of the project. There is a way to turn off project activity from being visible to customer. You can just toggle the OFF button on the right side of the activity. Project act...

1. To invoice non project tasks when creating invoice there is dropdown just to the right side of the items dropdown BILL TASKS. After you select a customer th...

To add task assignees open the task by clicking on the task subject while the tasks are listed. On the right side of the task modal there will be dropdown to select assignees....

Task can be linked to any important features in Pixie CRM to keep track of your work and assign important actions to your agents. Go to Tasks menu item from the main admin menu and on the...

In Pixie CRM (Customer Relationship Management) systems, a journal entry refers to a financial transaction record created by accountants to capture and document accounting entries related to customer interactions and financial activities. I...

Budgets management in Pixie CRM (Customer Relationship Management) for accountants refers to the functionality and processes within the CRM system that enable the planning, tracking, and management of financial budgets for various aspects of the o...

Sales and Customers reports in Pixie CRM (Customer Relationship Management) for accountants are specific reports and functionalities within the CRM system that provide insights and analysis related to sales activities and customer interactions. Th...

Expenses and Suppliers reports in Pixie CRM (Customer Relationship Management) for accounting and bookkeeping provide functionalities and insights related to tracking and managing expenses and suppliers within the CRM system. These reports assist...

Budgets Reports in Pixie CRM (Customer Relationship Management) provide functionalities and insights related to budget management and analysis. These reports allow organizations to track and analyze their financial performance against established...

A client portal in a Pixie Customer Relationship Management (CRM) system offers several benefits to businesses. It is a secure online platform that allows businesses to provide their clients with self-service access to relevant information, tools,...