Revolutionizing Accounting and Finance with AI. Many of you have asked which AI software applications we are utilizing. We currently use Gamma.app for content creation and Play.ht for text-to-speech (TTS).

How to edit Customer Information form?

  • From the homepage screen, go to blue navigation bar on the left
  • Select Customer (that’s CUSTOMER CENTER)
  • Locate Customer to edit
  • Double click Customer
  • Notice Edit (next to company name top right corner)

Click on the screenshot below to enlarge it

Customer Information Form
Customer Information Form

 

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