In continuation to the invoices V6 features, we are going to discuss now the very interesting and amazing features, that are most commonly used by all invoice app users. Which are used to personalize the invoice page according to the user needs. ” Settings ” Features Default Invoice Lines: This option lets you to select…
Posts Categorized: Blog
Track Business Expenses with Attendees
Well! You would have heard that we have released the expense reports app with so much interesting features. All those features were completely designed to reduce the manual work. Still we are trying to implement many more amusing features to Apptivo’s Expense Management Software, to assist you in all your needs. Being the best expense…
iPhone Expense Reports App
We have already released mobile CRM and Financial apps in IOS and Android mobiles. Now here comes the other exciting and best expense app for iPhone, where you can create your own expenses and generate reports, keeping track of expenses effectively. The new features are very cool and can create & save expenses any time…
Invoice V6: Recurring Billing & Recurring Invoices
The upgraded version on invoices app comes up with the versatile features that helps to reduce your time. Here comes the Invoice V6 with automated recurring billing & recurring invoices. This blog will let you know the way to manage recurring payments, using the functionality and benefits of recurring payment solutions in detail. Recurring Billing…
Document Management With Microsoft OneDrive Now Available
Apptivo now supports linking documents from Microsoft OneDrive! This new integration works very similar to the existing documents app integrations with Google Drive and Dropbox. The documents app is part of Apptivo’s contextual collaboration – a suite of tools available in all 50+ Appptivo apps! Keep your files stored in OneDrive, and link relevant files…
Simple Expense Management With Apptivo Expense Reports
As you might have seen, the Apptivo Expense Reports App is now available across all Apptivo plans, and various marketplaces. It is a simple expense tracker app, where the process of keeping track of expenses is made simpler and easier. In this post, we’ll cover everything you need to know about our new expense management…
Define Your Cloud Security Strategy With Role Based Access Control
As more apps move to the cloud, IT security remains a hot topic when it comes to business systems. Having rock-solid security practices is important at the least, and even lawfully required for many businesses. Securing your business software is one integral part of creating a strong IT security strategy. Every administrator should strive to…
Creating Custom Formulas With Function Attributes
One of the newer features packed into Apptivo’s V6 technology are Function Attributes. These attributes allow you to create custom calculations based on the values of other fields, and display this calculation anywhere on the page that you’d like. In this article we’ll cover some example scenarios where functions can be used, walk through the…
Managing Multiple Sales Pipelines in One CRM
Managing their b2b sales funnel is crucial for every organization. Many organizations want to track their sales pipeline in a CRM system, but when a business has multiple divisions, or multiple completely different product lines, you might want to create multiple sales pipeline. A “pipeline” consists of all the steps, fields, and workflow rules that…
How our expense report app is used to carry over top management expenses?
Well, we have already discussed how the expense reports app is used and how it can be created. Now, let us discuss how the expense reports can be created for the sales manager of the renowned Travels and Tourism company. Apptivo tracks Manager’s Expenses: For instance, the sales manager is planning to go on a…
