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Getting Started
Roles & Permissions
Time Tracking
Invoices & Payments
Estimate Form Wizard
Accounting Engine
Accounts Receivable
Client Credits
A/R Aging
Collections
Statements
Report Interpretation
Profit & Loss
Balance Sheet
Trial Balance
A/P Aging
Storage & Files
Billing & Subscriptions
Real Estate Plan
RE Settlements Workflow
RE Commission Splits
RE Reporting
RE Follow-ups & Pipeline
RE Access Controls
Ops Console
Production Runbook
FAQ
Why can’t I see a project?
If you are Staff and project visibility is restricted, you must be assigned to the project.
Why can’t I upload a receipt or project file?
Uploads are restricted to Manager+ by default (and Staff only for assigned project files). Also confirm S3 env vars are configured in production.
Where do I verify S3 is working?
Ops → Storage. Run smoke tests and mark production readiness items complete.
Where are legal policies?
See the Legal section in the left sidebar on this page (Terms, Privacy, Cookies, Acceptable Use).
How do I report a bug or request an upgrade?
From the app Dashboard, use the support request actions for Bug fix or Upgrade request. Include a short description and optional screenshot; it goes directly to support.