Begin by selecting 'Contacts' from the left navigation bar on the dashboard. Here, you will be able to see a list of all client contacts and the number of contacts in your MONESQ account. You can also create a new contact by clicking on the ‘+’ sign (left-hand corner). You can search contacts by either ‘type’, ‘Individual’, or ‘Entity’. Additionally, there is a tab to change the layout of the contacts from list view to tile view, as well as a ‘Privacy’ toggle. (right-hand corner)
Click on any contact to see an overview of what has been paid, what is due, and what is overdue. An ‘Overview’ tab will show you the contacts name, business information, contact information, and address.
You will also be able to access the contacts matters, invoices, transactions, time entries, expenses, flat fees, and files.
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