From the Main menu, select Reports, then go on Client reports. You will see 5 fields: Period - from calendar select from which to which date you want to make a statement; Use date from - it's a drop-down menu, from where you can choose ...

            If you want to see client reports, go to the menu Profit and Loses, |Client Statement,  fill the field, for wich you want the report and the system will automatically show you the report.

Sometimes you may need to send multiple invoices to multiple contacts in one company - for example the Finance team and the CEO. With My-dox, you're able to add multiple contacts to a single client, and you can then choose which oф those contacts to send invoices to. There are ...

  When a project, client, etc. is deleted, it does not exist in the system.

This can  be done from the bottom of each page in the site where you'll see information about Activity (all log (Entries) in the system) and Events (actions performed in it (such as payments, add documents, etc.).) Use Buttons More and See all to see more information.

No.

You can export clients from MY-dox by : Clicking on Partners link at the top of your My-dox account In the submenu, click on VCF export Select the clients you want to export You'll see a pop-up window, click on it and then save the file on your computer

From the Мain menu, select Contractors (1). In Counterparties choose Customers (2). You will see a list of all Your customers. Select customers who want to send email (3). If you want to send all clients, select (4). Click on the E-mail (5). You will open a new window Send mail. Enter Your email ...

Is your client seeing "This invoice is no longer availabe" when you send him one through his email? The reason this message is appearing is because the invoice was either deleted by you (the administrator) or “Invoices” have been disabled under client permissions. But if you want to see the invoice, which ...

You may be having trouble deleting clients in My-dox, because they are associated with an active project or recurring profile. You will get the following error message : You will need to go to your list of recurring profiles AND/OR your list of projects and make appropriate changes first. Recurring profiles needs ...

Let's say that you updated your client's details, and some existing invoices/recurring profiles did not reflect the change. For example :  You have client named Atanas  You make invoice #000004 for Atanas A week later you change the client's name to Petar Invoice #000004 still says Atanas, not Petar This is actually expected behaviour. My-dox ...