GERENCIEE HELP CENTER

Overview & Analytics

Step-by-step guidance for your Gerenciee workspace. Available options may vary by account and plan.

Overview

See key business indicators, recent activity and the work that needs attention.

How to use it

  1. Sign in to your Gerenciee workspace.
  2. Open Overview & Analytics from the navigation.
  3. Review the overview dashboard, check pending items and navigate to the relevant records.
  4. Review your changes before saving or sending.

Need more help?

Contact our team for onboarding and troubleshooting. Please do not send passwords or sensitive financial information by email.

Contact support