Insight View can be customised both at your user and your company level. This article will show you how to access the customisation options.
Access the user menu to customise:
Your user
Manage the companies you follow
Your company (according to permissions)
Upload a companies Excel to add your information to the database
Upload your invoices in Excel to analyse your debt
Sync your account with SAGE to keep your invoices up to date
Consult the balance of your voucher, your rates and your agent
Consult the status of your contracts