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…
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…
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…
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…
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…
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 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…
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…
Great! This is the next feature update. We can see trigger features. What is Trigger? In general, a trigger is a business rule which can perform automatic actions based on an event inside Apptivo. Apptivo Triggers allows you to perform automated actions like triggering an email or updating an attribute based on particular criteria. This…
It’s finally here! The long-awaited Invoices V6 upgrades will commence starting next week. After quite some time in beta working with key customers, the new app will soon be available to the public. As of next week, Apptivo will begin upgrading all customers in waves, expecting to complete over the course of the next 3…
