Getting Started

11

• Using TBA on Your Phone
• Quick Start Setup Wizard
• Logging In and Two-Factor Authentication
• Home Page and Menu Pages
• My Color Theme and Preferences

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Clients

8

• Client Overview
• Client View
• Adding a New Client
• Client Details
• Client People / Contacts

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Vendors

3

• Vendors
• Vendor Tax / 1099
• Vendor Communications

Setup

1

• Setup Overview

Accounting

12

• Bank Import
• Accounting Overview
• Email Log
• Audit Event Log
• Fiscal Year and Year-End Closing

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Human Resources (HR)

5

• Human Resources Overview
• Time Tracking Calendar
• Timeclock and Kiosk
• Personnel Groups
• Personnel Overview

Reports

17

• Client Statements
• Payroll Summary
• Timesheet Report
• Open Sales/Service Orders Report
• Sales by Salesperson

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Sales/Service

7

• Sales/Service Overview
• Quotes
• Sales/Service Orders
• Invoices
• Recurring Invoices

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Items

5

• Items Overview
• Departments
• Item Info
• Purchase Orders
• Inventory