1. Insight View
  2. Insight View account and customization

Insight View account and customization

Maintain your user profile daily and customize your Insight View experience.

Introduction

  1. Access to customisation of Insight View: User menu

Your account configuration

  1. My user profile
  2. My reports (customisation of PDF reports)
  3. My follows

Configure Insight View for your business

  1. Users control
  2. Upload a companies Excel file and add your information to Insight View.
  3. Invoice management
  4. Upload your invoices to customers
  5. Voucher
  6. Your contracts