Frequently asked question

Find quick answers to common questions about GeniusX, Dive into valuable insights and solutions to help you navigate our platform with ease.

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The Finance module provides a comprehensive solution for managing your accounts, invoices, contracts, and more.
Our Expense Tracking feature streamlines the process of tracking and categorizing expenses, ensuring accurate financial management.
Yes, you can easily create and send professional invoices to clients using our Invoicing feature.
Absolutely, our Currency Management feature allows you to manage multiple currencies and exchange rates seamlessly.
Our Tax Management feature enables you to calculate and manage taxes efficiently, ensuring compliance with regulations.
Yes, you can generate detailed financial reports for in-depth analysis using our Financial Reports feature.
With our Expense Management feature, you can maintain records of expenses and manage payments effortlessly.
Yes, our Payment Management feature allows you to manage payments, debits, and income transactions all in one place.
Absolutely, our Revenue Tracking feature enables you to monitor income streams and revenue generation.
You can open multiple accounts with multiple currencies, facilitating easy switching, payments, and activity tracking.
Our Contract-based Invoicing feature allows you to store and manage contracts and agreements, making it easy to switch between income and payment incomes, implement approval workflows, and track payments.
Our Expense Tracking feature streamlines the process of tracking and categorizing expenses, ensuring accurate financial management.
Yes, you can easily create and send professional invoices to clients using our Invoicing feature.
Absolutely, our Currency Management feature allows you to manage multiple currencies and exchange rates seamlessly.
Our Tax Management feature enables you to calculate and manage taxes efficiently, ensuring compliance with regulations.
Yes, you can generate detailed financial reports for in-depth analysis using our Financial Reports feature.
With our Expense Management feature, you can maintain records of expenses and manage payments effortlessly.
Yes, our Payment Management feature allows you to manage payments, debits, and income transactions all in one place.
Absolutely, our Revenue Tracking feature enables you to monitor income streams and revenue generation.
You can open multiple accounts with multiple currencies, facilitating easy switching, payments, and activity tracking.
Our Contract-based Invoicing feature allows you to store and manage contracts and agreements, making it easy to switch between income and payment incomes, implement approval workflows, and track payments.
The People feature allows users to maintain detailed profiles for team members, clients, or anyone within their company. It serves as a centralized directory of contacts, facilitating easy access to essential information about individuals associated with the business.
To create a user profile, navigate to the People section of the app, and select the option to add a new contact. Enter the relevant details, such as name, contact information, role, and any additional notes. You can then manage and update user profiles as needed.
Yes, the app includes productivity dashboards that allow you to track individual and team performance metrics. Monitor key performance indicators (KPIs), such as task completion rates, project milestones, and overall productivity, to assess performance and identify areas for improvement.
The app provides secure login portals for each team member, ensuring that only authorized users can access sensitive information within user profiles. Users must log in using their credentials to view and edit their profiles, maintaining data security and privacy.
The app offers a range of collaboration tools to foster communication and collaboration among team members. These tools may include instant messaging, file sharing, task assignment, and group discussions, facilitating seamless collaboration on projects and tasks.
Yes, our system allows you to track invoices, payments, and contract activities easily. You can also perform account reconciliation whenever needed to ensure accuracy.
Our platform offers rich currency details, allowing you to add multiple currencies and choose a default currency for your company. You can opt for live rate updates or update them manually as desired.
Absolutely, our system supports various functionalities such as printing, sharing, collaborating, and more for invoices and contracts. You can easily share documents with others inside and outside the system, keeping them updated on the progress.
Yes, our Contract-based Invoicing feature offers enhanced functionalities such as contract management, approval workflows, invoice statuses tracking, and the ability to share progress with external stakeholders.
We prioritize the security and privacy of your financial data by implementing the latest encryption technologies and adhering to strict security protocols. Your data is safe and protected at all times.
Yes, our platform offers customizable options to tailor the system to your unique financial requirements. You can adjust settings, create custom reports, and configure workflows to suit your preferences.
Yes, you can make local backups of your financial data and download them for safekeeping. This ensures that you always have access to your information, even in case of unforeseen circumstances.
Replace your ordinary printed Table menu, Or share your store items in an easy and elegant way
It is very easy to have a Listing QR Menuand experience the quality of the service anywhere and make it easy for your customers to reach you by ordering your products remotely!
You can list the product name, category, description, price, and include an image to showcase your product.
Customers can access your menu by scanning a QR code printed on a wall, table, or any surface. Alternatively, they can access it via a short link.
Yes, the app uses a subscription model that charges $100 per year for access.
Yes, there is a one-month free trial period for users to try out the app's features before committing to a subscription.
Yes, the app operates online, so you need an internet connection to use its features.
Yes, the app is available for both iOS and Android devices, making it convenient for store owners to manage their menus and listings.
Yes, as a paid user, you can list any type of product you want to sell through the app, giving you flexibility in what you offer to customers.
You can subscribe to the app's paid service by following the in-app subscription process, which will guide you through the payment and activation of your subscription.
Our platform offers robust reconciliation features that allow you to identify and rectify any discrepancies or errors in financial transactions. You can easily track and reconcile accounts to ensure accuracy.
Project management software helps businesses plan, organize, and execute projects more efficiently. It provides tools for task management, collaboration, resource allocation, and tracking progress. Using project management software can streamline workflows, improve communication, and increase productivity within your team.
Our project management app offers a comprehensive set of features, including:
- Task management: Create, assign, and track tasks within projects.
- Kanban boards: Visualize project workflows and progress.
- Percentage-based tasks: Assign tasks with completion percentages for detailed progress tracking.
- Agile sprint planning: Plan and execute project sprints efficiently.
- File sharing: Upload and share project-related documents and files.
- Resource allocation: Assign resources such as team members and equipment to tasks.
- Milestone tracking: Set and track project milestones to measure progress.
Our app provides a comprehensive set of project management tools, including task creation, assignment, tracking, and prioritization. You can organize tasks into projects, set deadlines, and monitor progress in real-time.
With our app, you can easily create tasks within a project and assign them to specific team members. Simply navigate to the project dashboard, click on "Add Task," fill in the task details, and assign it to the relevant team member.
Yes, the app includes skill and competency tracking functionality, allowing you to record and track the activities and competencies of individual team members. Monitor skill development, identify training needs, and leverage team strengths effectively.
The app provides performance review functionality, enabling you to conduct regular performance reviews and evaluations for team members. Set performance goals, provide feedback, and assess individual performance to drive continuous improvement and development.
Yes, the app provides customer support to assist with any questions or issues you may encounter while using it. You can reach out to our support team for assistance.
To create a QR code for your menu listings, simply log in to your account, select the product you want to generate a QR code for, and the app will provide you with a unique QR code that you can print or share digitally.
Yes, you can customize the appearance of your digital menu by adding your own branding elements, such as logos and colors, to make it unique to your business.
If you cancel your subscription after the free trial, you will lose access to the app's premium features. Your menu listings may also be temporarily deactivated, but you can reactivate them by resubscribing.
The app offers unlimited product listings for paid subscribers, allowing you to list as many products as you need to.
You can easily update the price or description of a product by logging into your account, selecting the product you want to edit, and making the necessary changes.
No, there is no limit to the number of short links or QR codes you can create for your products. You can create them for all your listed items.
Yes, the app provides analytics and insights into customer interactions with your menu, including views and order history, helping you make informed decisions about your offerings.
Yes, customers can access your menu through a web link, so they don't need to have the app installed to view your products and place orders.
The app supports various payment methods for subscriptions, including credit cards, debit cards, and digital wallets, depending on your region and device.
Yes, the app employs robust security measures to protect your data and payment information. Your information is secure.
The Companies feature allows users to manage relationships with client companies, maintain detailed profiles for each company, and track financial transactions associated with them. It serves as a centralized database of client companies, facilitating efficient management and communication.
To add a new company, navigate to the Companies section of the app and select the option to add a new company profile. Enter relevant details such as company name, contact information, industry, and any additional notes. You can then manage and update company profiles as needed.
Yes, the app offers account segmentation functionality, allowing you to categorize client companies based on criteria such as industry, revenue, location, or other customizable parameters. This segmentation enables targeted marketing efforts, personalized communication, and streamlined management.
The app provides tools and features to manage relationships with client companies effectively. Keep track of interactions, communication logs, and engagement activities to nurture relationships, identify opportunities, and provide personalized services.
The app includes financial accounts functionality, allowing you to track financial transactions associated with client companies. Monitor income, expenses, payments, and invoices related to each company, providing comprehensive financial visibility and control.
Yes, the app supports bulk user invitations, allowing you to easily invite multiple users from local mailing lists or through system databases with just a few clicks. Streamline the onboarding process and expand your user base efficiently.
You can organize teams within the app by categorizing them into specific groups or categories based on roles, departments, or projects. This organizational structure enhances collaboration, streamlines communication, and facilitates project management by grouping relevant team members together.
Yes, the app offers profile security enhancements such as 4-digit PIN codes for user profiles. Users can set up PIN codes to restrict access to their profiles, adding an extra layer of security and control over their personal information.
Yes, users can share their affiliate link with others and earn rewards or incentives when new users sign up for the app through their referral. Encourage user engagement and growth by incentivizing referrals and promoting app adoption.
Yes, our app offers Kanban boards that allow you to visualize project workflows and track progress. You can move tasks through different stages, such as "To Do," "In Progress," and "Completed," for enhanced project management.
Absolutely! Our app supports percentage-based task assignments, allowing you to specify completion percentages for each task. This feature provides a detailed overview of task progress and team productivity.
Task management and collaboration are streamlined through our app's intuitive interface and collaboration tools. You can share files, leave comments, and mention team members directly within tasks for efficient communication.
Yes, time tracking is integrated into our app, allowing you to record and track time spent on tasks and projects. This feature helps you accurately measure task durations and analyze project timelines.
Absolutely! Our resource allocation feature enables you to assign resources, including team members and equipment, to tasks within projects. This ensures that tasks are adequately staffed and resources are efficiently utilized.
Setting and tracking project milestones is simple with our app. You can define project milestones, such as key deliverables or deadlines, and track their progress to measure project success and completion.
Yes, our app includes a notification system that keeps you informed about task assignments, updates, and mentions. You'll receive real-time notifications to stay on top of project activities and team communications.
Absolutely! Our app offers rich customization options for task attributes, including deadlines, tags, priorities, and more. You can tailor task settings to align with your project requirements and workflow preferences.
Yes, our project management app is designed to accommodate teams of all sizes, from small startups to large enterprises. Whether you're working solo or collaborating with a large team, our app offers the flexibility and scalability to meet your needs.
Yes, our project management app is highly customizable to adapt to your unique project management processes. You can tailor task lists, workflows, and project templates to align with your organization's requirements and preferences.
The Calendar & Events feature allows users to schedule appointments, plan events, and manage their agenda seamlessly within the app. It provides a centralized platform for organizing and tracking all upcoming activities and events.
To schedule appointments, navigate to the calendar interface, select the desired date and time slot, and create a new event. Enter the details of the appointment, including the participant's name, location, and any additional notes.
Yes, clients can book appointments online through the app's calendar interface. You can share your availability with clients and allow them to select preferred time slots for appointments directly from the calendar.
The availability calendar displays your available time slots for booking appointments. You can set your availability preferences, manage scheduling conflicts, and customize your calendar settings to optimise your schedule.
Yes, our app's calendar feature integrates seamlessly with external calendars such as Apple Calendar and Google Calendar. You can sync your events and appointments across multiple platforms for better coordination.
Absolutely! The calendar feature provides a comprehensive view of all your appointments, projects, invoices, and events in one centralized location. You can stay organized and manage your workload more efficiently.
You can set reminders and notifications for upcoming events and appointments to stay informed and on schedule. Customize your notification preferences in the app settings to receive alerts via email, push notifications, or SMS.
Yes, our app's calendar feature allows you to create custom booking forms to collect specific information from clients when booking appointments. Customize the form fields to gather relevant details such as contact information, preferences, and requirements.
The app includes RSVP management functionality for events, allowing you to track attendee responses and manage event capacity effectively. You can view RSVP status, send reminders to confirmed attendees, and adjust event details as needed.
We take the security of your data seriously and employ industry-standard security measures to protect it. Our app utilizes encryption, authentication, and access controls to safeguard your information from unauthorized access, loss, or theft.
Yes, our project management app supports integrations with a variety of third-party tools and platforms, including productivity apps, communication tools, and cloud storage services. Integrating with your existing tools can streamline workflows and enhance productivity.
Contract-based invoicing is a billing method where invoices are generated based on predefined contracts or agreements with clients. In our finance app, you can create contracts outlining the terms and pricing agreements, and invoices are automatically generated based on the contract details.
Our app provides robust contract management features, allowing you to store, organize, and manage contracts and agreements with client companies. You can create new contracts, view existing ones, and track their status and details.
Yes, our app offers seamless switching between income and payment invoices within a contract. You can navigate between different types of invoices to manage billing for services rendered or payments received according to the contract terms.
Absolutely! We've implemented a contract approval workflow to streamline the process of approving invoices generated from contracts. You can define approval processes, assign approvers, and track the status of invoice approvals within the app.
With our finance app, you can easily process payments or receive payments within your company based on the contract terms. You can initiate payments directly from the app, track payment statuses, and reconcile transactions seamlessly.
Yes, recurring payment invoices are supported within contracts in our app. You can set up recurring billing schedules based on the contract terms, ensuring that invoices are generated automatically at specified intervals for ongoing services.
The chat feature enables real-time communication between users within the app. You can send text messages, share files, and collaborate with team members and stakeholders instantly.
To initiate a chat conversation, simply navigate to the chat interface, select the user you want to message, and start typing your message in the chat input field. Press enter to send the message.
Yes, our chat feature allows you to share files and documents seamlessly. You can upload files directly from your device or select files from cloud storage services and share them with other chat participants.
Absolutely! You can mention specific items such as invoices or projects within the chat by using special symbols. For example, typing "$" will mention invoices, "#" will mention projects, and "@" will mention specific users.
You'll receive notifications for important messages or mentions in the chat. You can customize your notification preferences in the app settings to receive alerts for new messages, mentions, or specific keywords.
Yes, the app offers lead management functionality, enabling you to track leads, prospects, and opportunities for potential client companies. Capture lead information, track progress through the sales pipeline, and convert leads into paying customers efficiently.
The app includes sales pipeline management tools, allowing you to manage the sales process from lead generation to conversion. Track leads, assign tasks, set reminders, and monitor progress through each stage of the sales pipeline to drive conversions and revenue growth.
Yes, the app offers customer satisfaction survey functionality, enabling you to collect feedback from client companies to measure satisfaction levels. Design custom surveys, gather feedback on products or services, and analyze responses to identify areas for improvement and customer delight.
Yes, the app allows you to customize company profiles by adding fields, tags, or attributes relevant to your business needs. Tailor company profiles to capture specific information such as industry certifications, project preferences, or communication preferences.
Yes, the app offers advanced features such as multi-company management, allowing you to add and manage multiple companies separately within the same account. Switch seamlessly between company profiles, view consolidated reports, and streamline management tasks across multiple entities.
The app prioritizes data security and privacy, implementing robust security measures such as encryption, access controls, and regular data backups. Rest assured that client company information is protected from unauthorized access or data breaches.
Yes, you have the option to edit or delete messages in the chat to correct errors or remove outdated information. Simply hover over the message you want to edit or delete and select the appropriate action from the menu.
Yes, our chat feature supports a wide range of emojis and reaction icons to express emotions and reactions. You can choose from various emojis and reaction icons to enhance communication and express yourself effectively.
Timestamps for messages are displayed next to each message in the chat interface. You can view the timestamp by hovering over the message or tapping on it to expand the message details.
Yes, our chat feature includes a search functionality that allows you to search for specific messages or conversations within the chat. Simply enter keywords or phrases in the search bar to find relevant messages or conversations.
Security and privacy are top priorities in our app. We implement robust encryption protocols and data privacy measures to safeguard chat conversations and ensure that only authorized users have access to chat content.
Absolutely! Our app provides enhanced invoice tracking features, allowing you to monitor the progress and status of invoices generated from contracts. You can view invoice stages, track payments, and receive real-time updates on invoice statuses.
We've included features for sharing contract progress with external stakeholders outside the system. You can share contract details, invoice statuses, and updates with clients or partners via email, links, or collaborative platforms.
Yes, our app offers extensive collaboration options for contract-related documents. You can print contracts, share them securely with stakeholders, and collaborate on document editing, comments, and revisions within the app.
Security and confidentiality are paramount in our finance app. We employ robust encryption protocols, access controls, and data privacy measures to safeguard contract data and ensure compliance with industry standards and regulations.
Yes, we offer a mobile app for iOS and Android devices, allowing you to manage your projects on the go. The mobile app provides access to key features and functionalities, ensuring you stay connected and productive wherever you are.
Our project management app offers flexible pricing plans to accommodate different needs and budgets. We offer both monthly and annual subscription options, with discounts available for annual subscriptions. You can choose the plan that best suits your requirements and upgrade or downgrade as needed.
Yes, we offer a free trial period for our project management app, allowing you to explore its features and functionalities risk-free. During the trial period, you'll have full access to all features and can evaluate whether our app meets your needs before making a commitment.
Getting started with our project management app is easy. Simply sign up for a free trial on our website or download the mobile app from the App Store or Google Play Store. Once you've created an account, you can start creating projects, assigning tasks, and collaborating with your team right away.
We accept major credit cards, including Visa, Mastercard, American Express, and Discover. Additionally, we support payments through PayPal for added convenience.
No, there are no setup fees for any of our plans. You'll only pay the monthly or annual subscription fee based on the plan you choose.
Yes, you can easily upgrade, downgrade, or cancel your plan at any time. Changes to your subscription will take effect at the beginning of your next billing cycle.
Yes, we offer discounted pricing for annual subscriptions compared to monthly plans. By choosing an annual subscription, you can save up to 20% compared to the monthly rate.
Yes, we offer a free 14-day trial for all our plans. You can explore the features and functionalities of our platform risk-free before committing to a subscription. No credit card is required to start your trial.
At the end of your free trial, your account will automatically be converted to a paid subscription based on the plan you selected during signup. If you decide not to continue, simply cancel your subscription before the trial period ends to avoid any charges.
Yes, our calendar feature supports group booking workflows, enabling multiple clients to book appointments together for group meetings or workshops. You can streamline the booking process and enhance collaboration among participants.
You can share event listings publicly on websites or external platforms using the app's calendar feature. Generate event links with details and descriptions, and share them with your audience to promote upcoming events effectively.
The app includes event feedback collection functionality, allowing you to gather feedback from attendees after events to identify areas for improvement and enhance future event planning efforts.
Yes, our calendar feature includes speaker management functionality, enabling you to coordinate speakers and presentations for conferences and seminars seamlessly. You can schedule speaker sessions, manage speaker availability, and communicate event details efficiently.
Venue management functionality allows you to organize venue logistics such as booking and setup for events directly within the app. You can search for available venues, book facilities, and coordinate event logistics with ease.
Yes, you can switch between monthly and annual billing options at any time. Changes will take effect immediately, and any unused portion of your current subscription will be prorated accordingly.
No, there are no limits on the number of users or projects you can have with any of our plans. You can invite as many team members as you need and manage an unlimited number of projects within your account.
We take the security of your payment information seriously. All transactions are processed through encrypted connections to ensure your data remains safe and secure.
Some examples of system-wide features include secure login portals, role-based permissions, collaboration tools, communication logs, and productivity dashboards. These features are designed to optimise workflow, promote teamwork, and ensure data integrity throughout the application.
The app prioritizes security and data privacy by implementing robust security measures such as encryption, access controls, and regular security audits. User authentication protocols, role-based permissions, and data encryption mechanisms are employed to safeguard sensitive information and prevent unauthorized access.
Yes, the app offers customization options for system-wide features, allowing users to configure settings, permissions, and preferences according to their specific needs. Tailor security settings, user roles, communication protocols, and collaboration tools to optimise performance and meet organizational goals.
GeniusX features facilitate collaboration and productivity by providing centralized access to essential tools, resources, and information. Secure login portals ensure authenticated access for team members, while collaboration tools foster communication, knowledge sharing, and real-time collaboration across departments and teams.
The app is designed to scale with your business, offering flexible and scalable features that adapt to changing needs and requirements. Whether you're a small startup or a large enterprise, the app provides the tools and resources needed to support growth, expansion, and innovation.
Yes, GeniusX are accessible from any device or platform with internet connectivity, including desktop computers, laptops, tablets, and smartphones. The app is optimized for compatibility across different operating systems and web browsers, ensuring a seamless user experience regardless of the device being used.
For Monthly Subscriptions: We do not offer refunds for monthly subscription fees. Your subscription will continue until the end of the current period, after which it will be canceled automatically if not renewed.

For Annual Subscriptions: We offer prorated refunds for annual subscriptions if canceled within the first 30 days of the subscription.

and good to mention that we do have a free 14-Day Trial: Try any App risk-free for 14 days with no credit card required, no hidden payments.

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