📢 Everything About the New Navigation

From the new shortcut for creating documents, through the new way to change accounts and the restructuring of user and account preferences, discover the new navigation system and everything you can do!

Main menus: Access the main pages of InvoiceXpress

Use the "Dashboard" to analyze graphs with information about the status of your current billing, collections, main debtors and billing by quarter.

Access the "Invoices" menu or the "Other Documents" menu to access the listings of the type of document you want to analyze or work on. In the "Other Documents" you can find the "Estimates", "Guides", "Orders" and "Schedules".

To manage your clients and your commercial offer, just access the "Clients" or "Items" menus.

The "Reports" menu allows you to extract useful and specific information about your customers, taxes, payments and pending.

(+) Create New: Create any document

This new shortcut allows you to create any document, item, contact at any time when using InvoiceXpress and Export the SAF-T

The creation listing is divided between "Most Popular" and "Other Documents".

Active Account: Access your accounts in a snap

Select the account where you want to work from the listing and you will quickly switch to that environment.

Tip: If your profile has access to many accounts, use the search field to quickly find the one you want to work with.

Preferences: Configure your entire account, documents, users and relationship with A.T.

Here you can change the information in your "My Profile", "Manage Subscription", "Communication with the Tax Authority" and configure your entire account through "Account Preferences".

In the "Account Preferences" menu you will find all the settings divided into 6 different areas:

1. Documents: where you can customize the pre-loaded data, billing series, electronic signature and CIUS
2. Taxes: Configure item taxes and the VAT regime to apply to your business.
3. Billings and Alerts: Set all customer communications via email, reminders, and alerts.
4. Account and Data: export and import data like items, contacts and invoices, clean or delete the account.
5. Manage users: add, delete or assign permissions to users in your account
6. API and Integrations: access the API Key and have all the information about integrations with InvoiceXpress.