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Travis Tai

Community Manager - Financio.co

  • Total activity 290
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Activity overview

Latest activity by Travis Tai
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    Travis Tai commented,

    Official comment

    Hi Chong Cheng Sing,Financio does the double-entries for you. Based on your example: "Sold tyre to John RM 5000." You may use the deposit function to record this if you are not issuing an...

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    Travis Tai commented,

    Official comment

    Hi Chong Cheng Sing,Thank you for reaching out to us. We've also received your ticket #563 and the team is currently working on identifying the problem. There are no plans of developing a payroll f...

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    Travis Tai created a post,

    [IMPORTANT ANNOUNCEMENT] - Unable to Login

    Dear Valued Customer, Our sincere apologies for any inconvenience caused. We are aware that some of our local Malaysian users are experiencing issues accessing to Financio. Please be informed that ...

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    Travis Tai commented,

    Hi Mr. Liew, We've fixed the header to reflect you company email. As for the footer, you may refer to this article I've written to add in a signature/company stamp in your documents - https://finan...

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    Travis Tai created a post,

    Adding Signature/Company Chop to Invoices

    We've been receiving several request of adding signatures/company chops to invoices and other documents. This post will guide you through the steps to do just that!  Note: This thread will require ...

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    Travis Tai commented,

    Hi everyone, We are pleased to inform you that the recurring invoice feature is now live!  Learn More - LATEST UPDATES - Ver 1.3.20 Do share with us your thoughts on the feature! -Travis -  Communi...

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    Travis Tai created a post,

    LATEST UPDATES – Ver 1.3.20

    Happy New Year everyone! We're kicking off the new year with exciting updates to share with all of you such as recurring invoices, colour personalization and more.  Recurring Invoice Function [PRE...

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    Travis Tai created an article,

    Generating Customer Statements

    What is a customer statement? Customer statements sometimes also referred to as statement of account, is a report that summarizes all the invoices and payments for a customer between selected perio...

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    Travis Tai created an article,

    Preparing Financial Reports by Period

    In Financio, you are able to easily generate financial reports based on your desired reporting period. To filter: Select the report you'd like to generate Click on   and select the date range Fina...

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    Travis Tai created an article,

    Exporting Reports

    All reports found in Financio can be exported in Excel or PDF format. To export a report: Select your desired report. Filter based on your reporting period. Click the 'EXPORT' button. Choose betwe...