Adding Private Staff Notes to Tickets
Collaborate on tickets in Thulo Cloud! Use private staff notes to share updates, tasks & info internally with your team.
Managing Ticket Services
Use Ticket Services to tag tickets by product/service for better organization, faster resolution & insightful reporting.
Recording Expenses
Track business expenses in Thulo Cloud! Learn how to record expenses, categorize them, handle different currencies & set up recurring costs.
Creating Billable Expenses
Track & bill customer expenses in Thulo Cloud! Mark expenses as billable, convert them to invoices & ensure accurate multi-currency handling.
Converting Billable Expense to Invoice
Simplify billing in Thulo Cloud! Convert billable expenses into invoices with a click. Save time, reduce errors & streamline your workflow.
Creating Recurring Expense
Automate expenses in Thulo Cloud! Set up recurring expenses for ongoing costs. Save time, improve accuracy & gain financial control.
Expense Reports
Track business expenses in Thulo Cloud! Understand 3 report types: yearly expense breakdown, detailed reports with tax, and expense vs. income.
Using Mail List Custom Fields
Use custom mail list fields like "First Name" to create targeted greetings & boost engagement.
Creating a New Survey
Set up a new survey with a title & description. Add questions later for flexibility in crafting your survey content.