Directory
Directory
The directory is where project relationships and business contacts live. Start with employees and customers here so project setup can stay fast, consistent, and less manual.
Employees
Employee records
Keep employee profiles, job details, and payroll documents organized from one place.
Customers
Customer records
Keep customer names centralized here so project creation and project settings can pull from one clean list.
Government Agencies
Agency records
Track tax offices, permit departments, and other agency payees for books transactions and project expenses.