The system is very intuitive and there is a range of toolsets and functionality in the dashboard and you will find it very easy to use.
The blue bar on top gives you the option to toggle between different dashboards (if you have multiple dashboards or multiple Apxium products) and an admin page for you to see the Users page and Emails sent to the clients.
The top right-hand corner of your dashboard gives you a series of view menu items.
Debtors menu
This is the default view of your dashboard. It shows you the list of all your current debtors and the total amount outstanding for each debtor.
Virtual POS menu
This functionality allows you to take ad-hoc payments for invoices not rendered in Apxium system yet. This is another way for you to take a manual payment from the client.
Engagement menu
Allows you to create and send electronic engagements to your firm with your particular firm's engagement documentation. The clients then sign online and provide payment details for automatic debits.
Banking menu
This page shows you the list of payment records, payments status, writeback records, and settlements to your firm.
Reports menu
You can extract a range of reports from the system.