My Activities
(Sample)
You commented on agreement sent 8/23/10 to Rogers Associates.
You commented on invoice sent 9/30/10 by Edward Grimes.
You paid invoice sent 9/30/10 by Edward Grimes.
SEI Solutions Group paid your 10/7/10 invoice.
You approved invoice sent 10/1/10 by Renfro & Ward, Inc.
Wayland Development Partners approved your 10/7/10 invoice.
You executed agreement sent by Rogers Associates.
Rogers Associates executed your online agreement.
James Sorbo viewed your 10/7/10 past due notice.
More
More
Sample Dashboard
My Outgoing
Sort by:
Date
Name
Amount
Owed me
Date due
Amnt due
Rob Herrerias
04/28/24
$
200.00
Donald Mitchelson
04/28/24
$
30.25
Jeffrey Miller
04/28/24
$
1,100.00
James Thorsten
04/28/24
$
500.00
Total owed me:
$
1,830.25
My Incoming
Sort by:
Date
Name
Amount
I owe
Date due
Amnt due
Andrew Roswell
04/28/24
$
250.50
Harvey Moberg
04/28/24
$
1,500.00
Carol Hudspeth
04/28/24
$
30.00
Cathleen Sierini
04/28/24
$
700.86
Total I owe:
$
2,480.86
Reusable Templates
Sort by:
Title
Type
Date
Title
Type
Date
My Custom NDA
Online agreement
05/03/10
Condo Rent
Invoice
04/28/24
Home Renovation
Request for Estimate
04/28/24
Desktop Computer
Estimate
04/28/24
Total:
4
Agreements Sent
Sort by:
Name
Type
Date
To
Type
Date
Cathleen Sierini
Consulting Agreement
04/28/24
Jeffrey Miller
Finder's Agreement
04/28/24
George Vandever
General Release
04/28/24
Marilyn Minthorn
Promissory Note
04/28/24
Total:
4
Drafts Created
Sort by:
Name
Type
Date
To
Type
Date
Donald Mitchelson
Invoice
04/28/24
Joanne Carter
Expense Report
04/28/24
Rob Herrerias
Online agreement
04/28/24
James Thorsten
Request for Estimate
04/28/24
Total:
4