Last Article Update 06.05.2024
The left-side navigation on the George Business Overview page guides you safely to your destination, no matter what you are doing with George Business. It is your starting point for a variety of actions you want to take.
This navigation is the starting point for your daily tasks that have to be done.
The following menu items are at your disposal:
Wherever you are with George Business, if you want to return to your personalised overview, there are two ways to do this:
This will quickly take you back to your overview page and you will see all your favourite products and accounts at a glance.
Some of the menu items are more extensive and have further expandable subcategories that guide you directly to specific functions and actions.
You recognise the menu points with further submenus by the little "expand tick" next to it.
The need to create a new order is one of the most common ones in daily business. Here are George's shortcuts to:
Managing your existing orders starts here by navigating to:
From there, you can further navigate to your Signature Folder (if you have the respective permissions) or your Order History.
The address book contains your business contacts and the corresponding accounts and templates. You can also create new business contacts here. Go directly to:
If you export transaction data regularly, this menu point will become your faithful companion, leading you to:
You want to make a certain transfer.
Start at Gorge Business' left-side navigation.
