At the top of the screen, there is a search bar. If you type information and press enter or click the magnifying glass, all matches will appear.

You can sort the list of heats however you want: 

More information about searching and sorting data:

In this option, you can also add a new heat by clicking the Add New button

Enter the initial date, and the software automatically calculates the expected end date and also the date of the next expected heat, based on the initial date.

If necessary, you can modify these dates.

At the top of the screen, there is a search bar. If you type information and press enter or click the magnifying glass, all matches will appear.

You can sort the list of matings however you want: 

More information about searching and sorting data:

To record the mating between two breeding animals, it is only necessary to select them with the search bar. Both must be of the same species and breed.

When selecting a female, her heat periods appear. Select the corresponding heat to associate that during that heat period, a mating has occurred.

Select the result of the mating: "covered" (pregnant) or "not covered" (not pregnant).

You can also select whether the mating was done through artificial insemination or it was a "natural" mating, and you can add more notes or comments.

You can add as many matings as have occurred during a heat period. For example, 3 matings have been done in that heat, and the result has been:

• 1 Attempt: not covered (not pregnant)

• 2 Attempt: not covered (not pregnant)

• 3 Attempt: covered (pregnant)

Booking have different status:

For example:

• Customer John Smith made a booking for a White female.

• She paid $100 as a deposit to reserve.

• Out of the 2 yellow females born, one was assigned to that reservation.

Status:

• No deposit: the client has not paid money as a deposit or reservation.

• With deposit: the client has paid money as a deposit or reservation.

• Puppy assigned: the puppy has been associated with that client.

• No puppy assigned: no puppy has been associated with that client yet.

• Refunded: Refund or repayment of the deposit money has been made.

• Puppy delivered: The puppy has been sold and delivered.

• Cancelled: The reservation has been canceled.

By clicking on a booking/reservation, you can edit it:

• If there is a puppy associated with that booking, you can disassociate that puppy, making it "free" to be reserved/sold to another client.

• You can associate it with another specific puppy or a litter (without selecting a puppy yet).

• You can cancel the booking and refund (or credit) the money paid as a deposit/booking.



It is also possible to cancel the booking without a refund. In this case, the money remains as a "credit" for that client and can be used to reserve another animal.

• If you want to completely delete the record, you can delete it. (It cannot be recovered afterward.)

• You can modify the date/time and amount of deposit if applicable.

• You can add home delivery for that puppy, selecting the date or modifying the previously scheduled date. **

• You can print the booking summary and print any documents you want (contracts, legal documents, etc.)

Documents are configured in the option Tools > Documents and Contracts > Reservation Type.

More information about planned litters and puppy bookings:

** This option corresponds to the Transport software. If you do not have this software, the Transport option will appear inactive.

See more information about the Pet transport software:

At the top of the screen, there is a search bar. If you enter invoices information and press enter or click on the magnifying glass, all matches will be displayed

You can sort the list of invoices as you need: 

More information on ordering and search engines:

Sales or invoices can have 2 statuses:

• Paid: If it's fully paid

• Pending: If it's totally or partially unpaid

By clicking on a sale from the list, the details will appear, and you can do additional actions: print it, send it via email, or cancel it.

If you have made a mistake, and you need to "correct" that invoice:

REPORTS FOR DOWNLOAD AND PRINT

• Reports > Billing

• Reports > Invoice pending

• Reports > Unpaid invoices

EXPORT INFORMATION (Settings > Data Management)

• Billling

If you had already added the planned litter and the birth has occurred, you can convert it to a Litter.

The reservations made by customers are retained, and now we can associate them with a puppy that has been born.

To convert this planned litter:

• In the View > Planned litters option, select the planned litter.

• Click on the button in the upper right corner and   Convert to Open Litter

It no longer appears in the list of planned litters but in the list of litters.

In this option, you can also add new litters. Before doing so, remember to add:

• The breeder. In the New > Breeder option. If you are the breeder, you can add yourself.

• The breeding animals. In the New > Breeding animals

• The female's heat. In the New > Heat option or in its profile

• The mating between the two animals. In the New > Mating option

Now that we have all the data, we are ready to add the litter. Select:

• The Breeder

• Male and female

• The breed is automatically filled in with the breed of the parents

• Assign the name you want to the litter. It can be a number, or the names of the breeding animals and the date (for example, Brownie and Cookie May 2023), or whatever you want.
  (If you converted it from a planned litter, this data will already be filled, but you can modify whatever you want)

• Now select the country and birth date of the litter. You can also include the expected delivery date of the puppies.

• Birth details:

  • Duration of labor

  • Number of born puppies and number of deaths

  • More information related to birth: medications, complications... and if you want to add notes or comments.

If you click on a litter, you can view/edit all the information, the genetic line (or pedigree of the puppies), the evolution of weights and measurements of the puppies, the expenses for that litter, and the income it has generated, and much more.

If you click on a litter from the list, its Magic Desk appears, a screen with all the information and many additional options:

At the top, highlighted information appears:

• The number of puppies you have added from the Puppies option. (This is not information about the birth regarding the number of puppies born/deceased).

• The expenses you have noted for that litter (for example, veterinary treatments, vaccines for those puppies, feeding for that litter, etc.)

• The billing obtained with that litter

• The date you have set as the expected delivery date and the number of days remaining

You can view and edit all the information about the litter and the birth information.
If you make any changes, remember to click the Save button to save the changes.

A litter is considered open when there are born puppies from that litter pending to be sold. When the last puppy is sold, the software automatically closes that litter. You can also manually close a litter.

In this option, you can add puppies and check/edit all their information.

By clicking on the button in the upper right corner, you can add new puppies.

You can also search for a puppy using the search bar at the top.

By clicking on one of the puppies, you can check and edit their information (photo, name, size, color, ...)

Puppies have various states:

• Available = not reserved or sold

• Reserved = there is a reservation for that puppy

  • With deposit = the customer paid a certain amount of money as a deposit to reserve the puppy

  • If no deposit = the customer has not paid anything

• Sold = already sold

• Breeder = you keep it as a breeder in your kennel.

If a puppy has passed away, you can mark it as "Inactive", by clicking on its name and selecting the option: Inactive = yes and the date of death if you want to note it.

If you want to keep a puppy to use as a breeder in your kennel, by clicking on its name, you just have to press the More options > Add to my breeding list button.

If you have the store software, from the Store > New > Sale option, you can also sell puppies and breeders.

To monitor the development of the puppies, you can add and check their size and weights. This information is displayed in a chart to make it easier to visualize.

EXPENSE LOG

You can record and check the expenses of that litter. This way, it is possible to know the profitability of each litter (Income and expenses).

It includes a search function to quickly locate an expense (e.g., Food).

At the top, there is a summary with the number of expenses and the total money spent on that litter

HEALTH LOG

To record and check all the health information of that litter.

It includes a search function to quickly locate a note (e.g., Vaccines).

At the top, there is a summary with the total number of entries and the number of emergencies

You can select the veterinarian, and if they have a flag or color label, a dot with that color appears next to the veterinarian's name for quick identification.

ALERTS

To note and check alerts for that litter.

Includes a search function to quickly locate an alert (e.g., vet appointment or call)

DOCUMENTS

To store and check documents for that litter.

Includes a search function to quickly locate a document (e.g., contract)

Supported file formats are:

• .xls, .xlsx, .doc, .docx, .odt, .ods, .pdf, .rtf, .txt, GoogleDrive Document, and GoogleDrive Spreadsheet

• Maximum size 2 MB

List with all the puppy booking made for that litter and payments of money as a deposit or advance, if any.

When the puppies have already been born and recorded in the Puppies option, it is possible to associate a booking with a puppy.

For example:

• Customer Ana Maria García made a booking for a yellow female.

• Of the 2 yellow females that were born, we assign one to that booking and, therefore, to that customer.

By clicking on a booking, you can edit it:

• If there is a puppy associated with that booking, you can disassociate that puppy, and thus, it will be "free" to be reserved/sold to another customer

• It can be associated with another specific puppy or a litter (without selecting the puppy yet)

• The booking can be canceled, and a refund (or credit) of the money paid as a deposit/booking can be made.

  

  It is also possible to cancel the booking and NOT make a refund or credit. In this case, that money will remain as "credit" for that customer and can be used to reserve another animal

• If you want to completely delete the record, you can delete it. (It cannot be recovered later)

• You can modify the date/time and amount of money of the deposit if any.

• You can add home delivery for that puppy, selecting the date or modifying the previously planned date. **

• You can print the booking summary and print the documents you want (contracts, legal documents, etc.)

Documents are configured in the Tools > Documents and Contracts option > Booking type.

More information on planned litters and puppy booking:

The pedigree or genetic line of the puppies is generated automatically, taking that of the parents.

At the bottom, there are buttons for:

• PRINT THE PEDIGREE

• SEND THE PEDIGREE BY EMAIL

When generating the document for printing/sending by email, it includes the photo, name, and honors (awards), but does NOT include defects or comments.

To identify ancestors more easily, males appear in blue, and females in pink, arranged following a "family tree" scheme.

If an animal has filled in information about the Honors or Awards, the icon will appear: . If there is information about defects or comments, the icon will appear:

By clicking on an animal in the pedigree, you can see more information about it.

If you modify the pedigree of the parents, the change will also be reflected in this pedigree of the puppies.

At the top of the screen, there is a search bar. If you enter information and press enter or click on the magnifying glass, all matches will be displayed

You can sort the list as you need:

More information on ordering and search engines:

By clicking on a litter, you can view and edit its information. You can also cancel it by clicking on the Cancel button.

• Modify the information

• Delete the reservation and make a refund or return the money to the client

• Delete the reservation and not refund the money to the client (for example, the client wants to wait for the next litter, and you keep the money they paid)

More information about planned litters and puppy reservations:

At the top of the screen, there is a search bar. If you enter contact information and press enter or click on the magnifying glass, all matches will be displayed

You can sort the list of contacts as you need: 

More information on ordering and search engines:

To add contacts, you have two options:

• Add them individually (one by one) using the Add option.

• Or add multiple contacts at the same time using the Import option.

To add them, use the buttons at the top:

• Click the Add New button, fill in the information, and click Save.
  (Refer to the New > Customer section for more information)

• Or click the Import button and follow the instructions.

How to import contacts in bulk in the software

If you click on a contact, all the information about them will appear. The Magic Desk is displayed, which is a summary screen or card with all the contact's information.

At the top, there are 2 buttons:

• Show/hide the right sidebar menu to expand the workspace

• Quick actions or "shortcuts" and Additional actions

  •   Send Summary Sheet by Email

  • Print Summary Sheet

  •   Add a new purchase made to this supplier

  
  

In this option, you can both view and directly modify the information. Remember that if you make any changes, you must click the Save button to save that new information.

Furthermore, using the quick access buttons, you can call or open WhatsApp to chat with them; click on the corresponding icon (phone, WhatsApp, etc.).

Delete: If the contact has data referenced in other parts of the software, such as orders, purchases, etc., they cannot be deleted directly. Deleting them would cause errors in the rest of the software because those purchases, orders, etc., would no longer be associated with any contact.

For this reason, if you want to delete them, you must first remove the data they have referenced before you can delete them.

If you've been testing the software and entering fictitious data, and now that you've finished the testing phase, you want to delete all the data to start working with the software using real data, we can do it.
We can permanently delete all this data from the software. Contact us, and we will assist you.

Deactivate: Our recommendation is that, instead of deleting, you mark them as inactive or "Inactive." This way, you can continue to consult the records of that contact and all their related information.

If you mark a contact as inactive:

• When you check the list of Contacts (View > Veterinary), you'll see that they have the symbol  , while the rest have the icon  .

• In their profile, you'll see "Inactive since date x."

In the side menu, there are more options available depending on the app you are using:

• Documents: You can store and access documents related to that supplier, such as contracts, documentation, etc. Supported file types include:

  • .xls, .xlsx, .doc, .docx, .odt, .ods, .pdf, .rtf, .txt, GoogleDrive Document, and GoogleDrive spreadsheet

  • Maximum file size: 2 MB

• Reminders: You can make and check important reminders for a supplier, and the application will automatically remind you of them.

• Privacy: Here, you can manage all information related to privacy/GDPR.

AT THE TOP, there is its profile: You can edit its data and photo.

Note: Remember to click Save if you make any changes.

You can also delete the pedigree. If you delete it, it cannot be recovered and will be removed from all pedigrees it appears in.

By clicking on the + button in the upper right corner, you can:

• PRINT THE PEDIGREE

• SEND THE PEDIGREE BY EMAIL

When generating the document for printing/sending by email, it includes the photo, name, and awards, but does not include defects or comments.

AT THE BOTTOM, the pedigree appears.

In the upper left corner, the percentage of inbreeding appears (The software traverses the genetic line to see common ancestors and the degree. This inbreeding is calculated using Hardiman's formula and is expressed as a percentage. For example, the inbreeding is 10%.)

To identify ancestors more easily, males appear in blue, and females in pink, and they are arranged following a "family tree" structure.

If an animal has filled in information about Awards or Prizes, the trophy icon appears: . If there is information about defects or comments, the icon appears:

The selected animal and the next 4 generations appear.

If you click on one of the animals, you can go to its profile and see its next 4 generations. This way, you can consult and store infinite generations.

To add ancestors, click on one of them, for example, on its father.

• If the animal is already in your database, start typing the name, and matches will appear. Select the corresponding animal, and its data will be filled automatically.

• If the animal is new, fill in the data.

Click Save.

For example, in the following video, we will add the father of this animal. His name is Capricho, and we had already added him to another pedigree with all his data.

We type Capricho, click Save, and all the data is filled automatically (his information, photo, parents, grandparents, etc.)

If it is not in the database because it is a new animal, when we add an animal, for example, the father, the parents of this one are enabled so that you can now fill in the data for the next generation.

Remove ancestors

For example, you have selected Caramelo as Toby's parent, but it's a mistake, and you want to remove it from his pedigree. By clicking on the X located in the upper right corner, that animal is removed from the pedigree.

(it is not permanently deleted, only removed from this pedigree)

Note - Email usage: Each time you send an email from the software, 1 unit will be added to the consumed emails.
If you also want to send the email to your email inbox (by checking the "send me a copy" option), the email will also be sent to that address, and another unit will be added to the consumed emails.

At the top of the screen, there is a search bar. If you enter customer information and press enter or click on the magnifying glass, all matches will be displayed

You can sort the list of customers as you need: 

More information on ordering and search engines:

To add customers, you have two options:

• Add them individually (one by one) using the Add option.

• Or add multiple contacts at the same time using the Import option.

To add them, use the buttons at the top:

• Click the Add Customer button, fill in the information, and click Save.
  (Refer to the New > Customer section for more information)

• Or click the Import button and follow the instructions.

If you click on a customer, all the information about them will appear. The Magic Desk is displayed, which is a summary screen or card with all the customer's information.

At the top, there are 2 buttons:

• Show/hide the right sidebar menu to expand the workspace

• Quick actions or "shortcuts" and Additional actions (varies depending on the software you are using)

  •   Send Summary Sheet by Email

  • Print Summary Sheet

  •   Add a new animal for this customer

  
  

  HOTEL	New Reservation and   New check-in in the hotel
  GROOMING	New Appointment and   New grooming service
  DAYCARE	New Reservation and   New check-in in daycare
  BREEDING	New Puppy Sale
  TRAINING	New Appointment,   New Training/Education Session, and   Sell Course
  STORE	New Sale
  VETERINARIAN	New Appointment,   New Veterinary Consultation

  
  

Interactive graphs, which display a summary of the most important information (revenue, profitability, etc.). This information varies depending on the software you are using.

These intelligent statistics help you have a clear view of the activity, profitability, and loyalty of that customer "at a glance."

PET HOTEL APP

• Number of days the animal has stayed in your hotel

• Number of stays or accommodations in your hotel

• Average days per stay

• Total billing of those stays

• Average billing per stay

PET GROOMING APP

• Number of grooming services for that animal

• Total invoicing of that animal in grooming services

• Average price of the grooming services

PET TRAINING APP

• Number of training/education services for that animal

• Total invoicing of that animal in training/education services

• Average price of the training/education services

PET NURSERY APP

• Number of hours the animal has stayed in your hotel

• Number of stays or accommodations in your hotel

• Average hours per stay

• Total billing of those stays

• Average billing per stay

PET SHOP APP

• Number of sales

• Total products sold

• Average products sold per store visit (per purchase made)

• Total revenue (total money spent)

• Average revenue per visit (average money spent per purchase made)

VETERINARY APP

• Number of veterinary consultations performed on their animals

• Total revenue in veterinary services (total money spent)

• Average price of the consultations performed

If the customer has any unpaid invoice, an alert box with the information will be displayed. Clicking on the icon will open the invoice for you to review.

This message about unpaid invoices will also appear before making a new reservation/ appointment/service....

In this option, you can both view and directly modify the information. Remember that if you make any changes, you need to click the Save button to save that new information.

Furthermore, by using the quick access buttons, you can call or open WhatsApp to chat with them; click on the corresponding icon (phone, WhatsApp, etc.).

You can upload a photo or select an icon from the avatar database

Delete: If the customer has data referenced in other parts of the software, such as associated animals, sales or invoices, reservations/appointments, check-ins/outs/services, etc., they cannot be deleted directly. Deleting them would cause errors in the rest of the software because those invoices, animals, reservations/appointments, etc., would no longer be associated with any customer.

For this reason, if you want to delete them, you must first remove the data they have referenced before you can delete them.

If you've been testing the software and entering fictitious data, and now that you've finished the testing phase, you want to delete all the data to start working with the software using real data, we can do it.
We can permanently remove all this data from the software. Contact us, and we will assist you.

Deactivate: Our recommendation is that instead of deleting, you mark them as inactive or "Inactive." This way, you can continue to consult the records of that customer and all their related information.

To mark a customer as Inactive:

If you mark a customer as inactive:

• When you check the list of customers (View > Customers), you'll see that they have the symbol  , while the rest have the icon  .

• In their file, you'll see "inactive since date x."

• They will no longer appear when you search to make a new reservation/appointment, service/check-in, etc.

You can see the animals associated with the customer and access their animal profiles directly

By clicking on the Animal Data tab, you will see the associated animals, and by clicking on one of them, you can access their profile.

Highlighted Information

There are fields where you can add important or highlighted information about the customer and the animals:

• Important Information

• Pick-up and Delivery Information

• Notes or Comments

This information will appear when you work with this customer/animal, for example, when you record a new reservation. This way, you can quickly access the relevant information.

In the side menu, there are more options available depending on the software you are using:

• Documents: You can store and access documents related to that customer, such as contracts, documentation, etc. Supported file types include:

  • .xls, .xlsx, .doc, .docx, .odt, .ods, .pdf, .rtf, .txt, GoogleDrive Document, and GoogleDrive spreadsheet

  • Maximum file size: 2 MB

• Reminders: You can make and check important reminders for a customer, and the application will automatically remind you of them.

• Privacy: Here, you can manage all information related to privacy/GDPR.

  

• Training

  • Training Services: You can see the training/education services sold to that customer.

  • Sales: for training services made to that customer.

• Grooming

  • Grooming Appointments: You can see all the appointments scheduled for that customer.

  • Grooming Services: A list of all grooming services performed on the animals of that customer.

  • Sales: for grooming services made to that customer.

• Hotel

  • Bookings: You can see all the reservations scheduled for the animals of that customer.

  • Hotel Stays: A list of all the accommodations for the animals of that customer in your hotel.

  • Sales: for hotel services made to that customer.

• Daycare

  • Bookings: You can see all the reservations scheduled for that customer.

  • Daycare Stays: A list of all the stays for the animals of that customer in your daycare.

  • Sales: for daycare services made to that customer.

• PetShop

  • Sales: for store purchases made by that customer.

• Breeding

  • Sales: for breeding services made to that customer.

• Veterinarian

  • Appointments: You can see all the appointments scheduled for the animals of that customer.

  • Consultations: A list of all veterinary consultations made for the animals of that customer.

  • Sales or Invoices: for veterinary services made to that customer.

REPORTS TO DOWNLOAD AND PRINT

• Customer Report

• Customer Address Report

• Profitable Customers Report

EXPORT INFORMATION (Settings > Data Management)

• Customers

• Customer Addresses

At the top of the screen, there is a search bar. If you enter supplier information and press enter or click on the magnifying glass, all matches will be displayed

You can sort the list of suppliers as you need: 

More information on ordering and search engines:

To add suppliers, you have two options:

• Add them individually (one by one) using the Add option.

• Or add multiple contacts at the same time using the Import option.

To add them, use the buttons at the top:

• Click the Add New button, fill in the information, and click Save.
  (Refer to the New > Customer section for more information)

• Or click the Import button and follow the instructions.

If you click on a supplier, all the information about them will appear. The Magic Desk is displayed, which is a summary screen or card with all the supplier's information.

At the top, there are 2 buttons:

• Show/hide the right sidebar menu to expand the workspace

• Quick actions or "shortcuts" and Additional actions

  •   Send Summary Sheet by Email

  • Print Summary Sheet

  
  

You can see statistics with the total number of purchases made to this supplier and the total amount of those purchases.

If the customer has any unpaid invoice, an alert box with the information will be displayed. Clicking on the icon will open the invoice for you to review.

In this option, you can both view and directly modify the information. Remember that if you make any changes, you must click the Save button to save that new information.

Furthermore, using the quick access buttons, you can call or open WhatsApp to chat with them; click on the corresponding icon (phone, WhatsApp, etc.).

Delete: If the supplier has data referenced in other parts of the software, such as orders, purchases, etc., they cannot be deleted directly. Deleting them would cause errors in the rest of the software because those purchases, orders, etc., would no longer be associated with any supplier.

For this reason, if you want to delete them, you must first remove the data they have referenced before you can delete them.

If you've been testing the software and entering fictitious data, and now that you've finished the testing phase, you want to delete all the data to start working with the software using real data, we can do it.
We can permanently delete all this data from the software. Contact us, and we will assist you.

Deactivate: Our recommendation is that, instead of deleting, you mark them as inactive or "Inactive." This way, you can continue to consult the records of that supplier and all their related information.

To mark a supplier as Inactive:

If you mark a supplier as inactive:

• When you check the list of suppliers (View > Suppliers), you'll see that they have the symbol  , while the rest have the icon  .

• In their profile, you'll see "Inactive since date x."

• They will no longer appear when you search to make a new order, purchase, etc.

In the side menu, there are more options available depending on the app you are using:

• Documents: You can store and access documents related to that supplier, such as contracts, documentation, etc. Supported file types include:

  • .xls, .xlsx, .doc, .docx, .odt, .ods, .pdf, .rtf, .txt, GoogleDrive Document, and GoogleDrive spreadsheet

  • Maximum file size: 2 MB

• Reminders: You can make and check important reminders for a supplier, and the application will automatically remind you of them.

• Privacy: Here, you can manage all information related to privacy/GDPR.

REPORTS TO DOWNLOAD AND PRINT

• Suppliers

EXPORT INFORMATION (Settings > Data Management)

• Suppliers

At the top of the screen, there is a search bar. If you enter contact information and press enter or click on the magnifying glass, all matches will be displayed

You can sort the list of contacts as you need: 

More information on ordering and search engines:

To add contacts, you have two options:

• Add them individually (one by one) using the Add option.

• Or add multiple contacts at the same time using the Import option.

To add them, use the buttons at the top:

• Click the Add New button, fill in the information, and click Save.
  (Refer to the New > Customer section for more information)

• Or click the Import button and follow the instructions.

How to import contacts in bulk in the software

If you click on a contact, all the information about them will appear. The Magic Desk is displayed, which is a summary screen or card with all the contact's information.

At the top, there are 2 buttons:

• Show/hide the right sidebar menu to expand the workspace

• Quick actions or "shortcuts" and Additional actions

  •   Send Summary Sheet by Email

  • Print Summary Sheet

  •   Add a new purchase made to this supplier

  
  

In this option, you can both view and directly modify the information. Remember that if you make any changes, you must click the Save button to save that new information.

Furthermore, using the quick access buttons, you can call or open WhatsApp to chat with them; click on the corresponding icon (phone, WhatsApp, etc.).

Delete: If the contact has data referenced in other parts of the software, such as orders, purchases, etc., they cannot be deleted directly. Deleting them would cause errors in the rest of the software because those purchases, orders, etc., would no longer be associated with any contact.

For this reason, if you want to delete them, you must first remove the data they have referenced before you can delete them.

If you've been testing the software and entering fictitious data, and now that you've finished the testing phase, you want to delete all the data to start working with the software using real data, we can do it.
We can permanently delete all this data from the software. Contact us, and we will assist you.

Deactivate: Our recommendation is that, instead of deleting, you mark them as inactive or "Inactive." This way, you can continue to consult the records of that contact and all their related information.

If you mark a contact as inactive:

• When you check the list of Contacts (View > Veterinary), you'll see that they have the symbol  , while the rest have the icon  .

• In their profile, you'll see "Inactive since date x."

In the side menu, there are more options available depending on the app you are using:

• Documents: You can store and access documents related to that supplier, such as contracts, documentation, etc. Supported file types include:

  • .xls, .xlsx, .doc, .docx, .odt, .ods, .pdf, .rtf, .txt, GoogleDrive Document, and GoogleDrive spreadsheet

  • Maximum file size: 2 MB

• Reminders: You can make and check important reminders for a supplier, and the application will automatically remind you of them.

• Privacy: Here, you can manage all information related to privacy/GDPR.

At the top of the screen, there is a search bar. If you enter expense information and press enter or click on the magnifying glass, all matches will be displayed

You can sort the list of expenses as you need: 

More information on ordering and search engines:

To add a new expense, click on the 'Add New' button icon, fill in the details, and click 'Save'.
(Refer to the 'New > Expenses' section if you want to see more information)

How to record expenses in the software:

When you click on an expense, the details appear.

• By clicking on the supplier's name, their profile opens in a new tab.

• By clicking on the supplier's icons, you can view and edit their notes and important information.
  (If they have information, it appears in red).

• If there are outstanding invoices for that supplier, they will appear on the right-hand side.
  (By clicking the small arrow icon, you can open that unpaid invoice in a new tab).

REPORTS FOR DOWNLOAD AND PRINT

• The Report > Expenses > displays the details of expense or purchase invoices within the selected date range and for the chosen business areas. (This is useful for accounting, document preparation, or tax filing, as it provides detailed data for each invoice.)

• The Report > Results > is more suitable if you prefer to view only the expenses (without the complete invoice details).

EXPORT INFORMATION (Settings > Data Management)

• Expenses