It runs our business without breaking a sweat. Tap Forms will auto-create the form for you (using the name from the CSV file without the file extension) and. The easiest and quickest way is to go to the Files area where your CSV file is, then tap on the action button next to the file name. Accounts Receivable: Very basic… just who owes us what. That’s a bit of a runaround for creating a form from a CSV file. But, in this case it tracks category, description, units, PO#, etc… The usual stuff an invoice should. Invoicing: This is very basic, but hey, invoices do not need to be as fancy as people think.It will track name, priority, % complete, stage, dependencies, project % complete by deliverable, external documents, customer stage sign off, notes (many types), software bug tracking, and more.
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