Sign in to access the dashboard.
You're signed in — let's set up your organization to get started.
Dashboard / Today
—
—
—
—
—
You’re all caught up — nothing needs attention right now.
Nothing added yet.
Customers
Vendors
Products & Services
Open Issues
—
—
—
—
—
—
—
—
—
Nothing needs attention.
Nothing needs attention.
No announcements yet.
No open reports.
—
—
—
0
0
0
Click a node to reveal its connections. Starts centered on this customer.
Every active product's price as it applies to this customer — their override where one exists, otherwise the standard price. Ready to print or save whenever pricing changes.
PDF import works best for digital PDFs with real text (not scanned photos/images), and needs the same "Description" and "Item #" column headers the order-sheet template uses -- unless the customer has a saved format template (see below), which reads the columns/labels it was taught instead.
Built from the document you just uploaded. Once saved, future orders/invoices from this customer use it automatically -- no need to fix the same thing every time.
If it says it wasn't detected, teach it: type the exact label text this customer prints right before the date (e.g. if the document says "Ship Date: 3/10", type "Ship Date"). Leave blank to keep using automatic detection.
Mark each column: Item # (required -- resolves to a product), Description (required), Quantity (optional, defaults to 1), or Ignore.
What this template would produce from the document you just uploaded:
Matching invoices (archived invoices are excluded):
Select the refusal records below and choose the customer to match them all to at once.
Select the refusal records below and choose the product to match them all to at once.
Refusals below have an invoice number entered but aren't linked to a real invoice record yet. Once the matching invoice has been entered, click "Match by invoice number" to link them automatically -- no need to pick each one by hand.
0
0
0
Click a node to reveal its connections. Starts centered on this vendor.
Works best on digital PDFs with real text (not scanned photos/images). Every extracted field -- vendor, dates, total, line items -- is a starting point, not a final answer: vendor invoice layouts vary a lot, so review everything (especially line items) before saving.
Built from the invoice you just uploaded. Once saved, future invoices from this vendor use it automatically -- no need to fix the same thing every time.
If a field below says it wasn't detected, teach it: type the exact label text this vendor prints right before the value (e.g. if the invoice just says "Number: 12345", type "Number" -- not "Invoice #"). Leave a field blank to keep using automatic detection.
Mark each column: Description (required), Quantity (optional, defaults to 1), Charge (becomes its own separate bill line item), or Ignore. A column marked Ignore (like a combined Total) never becomes a line item.
What this template would produce from the invoice you just uploaded:
Vendor SLAs share one list with Customer SLAs so nothing's tracked twice. This opens that list pre-filtered to vendors.
0
0
0
No employees match these filters.
Service-anniversary milestones (computed from hire date) show automatically -- use the form below to award a recognition.
No production tickets right now.
—
—
—
Dimension (Count/Weight/Volume/etc.) must match between a unit and its Base unit — a Volume unit can't convert into a Weight unit. Pick a Base unit and how many of it equal 1 of this unit (e.g. "250 GAL" → base "GAL", factor 250). Leave Base unit empty for the base unit itself and set its Cost basis directly — other units compute their cost from that automatically.
Click a node to reveal its connections. Starts centered on this product.
Default GL account suggests itself when this product is distributed on an internal-use vendor bill line from this vendor -- always changeable before posting.
QR code
Barcode (Code128)
Bundles are coming soon — selling a set of Products/Services as a single priced item isn't supported by the catalog yet.
Enter a budgeted amount for each account/month -- blank is treated as no budget for that cell.
Fixed asset depreciation tracking is coming soon.
Automatic posting from payroll runs to GL liability accounts is coming soon.
1099/contractor tax tracking is coming soon.
Recurring/scheduled journal entries are coming soon.
Routes posted that date -- all checked by default, uncheck any you don't want included:
For an onsite fueling invoice or fuel-card export covering several trucks/trailers -- import a spreadsheet below, or add rows by hand. Each row keeps its own date, odometer, and jurisdiction since one invoice can span several days and states.
Select the supplies below and choose the vendor to match them all to at once.
Every tracked item with quantity on hand already has a cost basis.
No costing exceptions right now.
Warehouse-to-warehouse transfers aren't tracked with an audit trail yet -- coming soon.
| Item | System Qty | Counted | Variance | Note | Actions |
|---|
0
0
0
Select the permits/licenses below and choose the responsible person to match them all to at once.
Applies to Revenue by Customer, Product Issues by Vendor, and Purchase Orders by Vendor below.
An Owner or Admin can change this in Settings > Organization > Plan.
They'll get access as soon as they sign up with this email — or immediately, if they already have an account.
Screens and printers will be configured here (ROUTE-001). This section is reserved and not yet built.
Logical production stations (Grill, Fry, Bar, Expo, etc.) will be configured here (ROUTE-002). This section is reserved and not yet built.
You've been inactive for a while. For your security, you'll be signed out in 60 seconds.