Appesco Introduction

Ioana Cretu -

1. Introduction to Appesco:

Welcome to Appesco, the all-in-one app designed specifically for freelancers. Appesco simplifies managing various aspects of your freelance business through its comprehensive modules.

For a detailed video tutorial, please click here.

2. Key Features:

  • Finance Modules
    • Sales: Create and manage invoices.
    • Expenses: Track all your expenses.
    • Bank Transactions: Connect your bank account for seamless tracking.
  • Planning Modules
    • Time Tracking: Keep track of the time spent on different projects.

3. Upcoming Features:

Stay tuned for future releases that will include additional modules such as:

  • Project Planning
  • Customer Relationship Management (CRM)

4. What You Can Do with Appesco:

With Appesco, freelancers can:

  • Create and manage invoices
  • Monitor sales and expenses
  • Connect and manage bank accounts
  • Track project progress and time
  • Manage customers, suppliers, products, and services

5. Sign Up:

To start using Appesco, you need to create an account using either your Google account or email address and password.

Steps to Sign Up:

  1. Using Google Account:
    • Click on the option to sign up with your Google account.
    • Follow the prompts to authenticate and authorize access.
  2. Using Email Address and Password:
    • Enter your email address and create a password.
    • Click on the sign-up button to proceed.
  3. Email Confirmation:
    • After signing up, you will receive a verification email.
    • Check your inbox and click on the verification link to confirm your email address.

6. Logging In:

To log into the app, you can use either your email address or your Google account. For enhanced security, two-factor authentication (2FA) is required.

7. User Interface Overview:

Appesco's interface is designed for easy navigation:

  • Right-side Menu: Contains the main modules and a help button.
  • Top-right Menu: Includes user/access management, notifications, workspace management, and profile settings.

8. Workspace and Company Structure:

Appesco supports multiple workspaces, and each workspace can contain multiple companies. This structure allows for efficient organization and management of your freelance business.

Example of workspaces in Appesco:

9. User Roles and Permissions:

You can invite other people to access specific data and features of the app. There are two user roles:

  • Administrator: Has full access to all features and data.
  • Accountant: Has access to financial data relevant for the accounting process.