Team & Capital

Invite collectors, track collections and keep your cash book.

• Team

  Team: invite people to work with you

  Paid Business plan (not in the trial): invite members by email, roles, seats (5 + 5), client assignment, budgets and what each role sees.

  4 min readRead
• Team

  Joining a team (collectors and members)

  For the person invited: accept the link, sign in with the invited email, switch between your account and the company.

  3 min readRead
• Team

  Location when collecting (GPS)

  One reading when a collector confirms a payment, consent first, optional, who sees it and 90-day retention.

  2 min readRead
• Team

  Capital: your cash book

  Professional and Business: cash on hand, capital on the street, monthly profit, automatic and manual movements, printing.

  3 min readRead
• Team

  Team activity

  See who did what and when: logged actions, filters and who can see it (web only).

  3 min readRead