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Knowledge base
General
Miscellaneous
5
Adding the Calendar Feed to Outlook 365
Adding the Calendar Feed to your IPhone or IPad
Adding the Calendar Feed to Google Calendar or Android
Setting Up Tracking Categories
API
Timesheets
8
Capturing Timesheets
Timesheet Favourites
Timesheets: Planned Projects
How to Delete Timesheet Entries
How to Unsubmit Timesheets
View all 8
Leave
7
Enabling Leave
Creating Leave Types
Setting Up Leave Balances
Applying for Leave
Approving Leave
View all 7
Admin
8
Adding a New Employee
Removing an Employee
Non-Project Time
Quick Start Guide
How do I clear cache?
View all 8
Expenses
3
Creating Expense Types
Capturing Expenses
Approving Expenses
Invoicing
11
Raising an Invoice for a Lump Sum Fee
Raising an Invoice for Time Based Fee
Raising an Invoice for Disbursements
Finalising an Invoice
Voiding an Invoice
View all 11
Freeforms
4
Setting up a New Freeform Template as a Grading Criteria
Assigning a Freeform to a Project
Completing a Project Freeform
Setting up a New Freeform Template for Document Storage
Financials
8
Cost Rate History
Project Actuals
Work in Progress
Project Profitability
Client Profitability
View all 8
Projects
15
Creating a New Project
Setting the Project Budget
Calculating the Fee at a Project Level
Calculating the Fee at a Sub-Project Level
Calculating the Project Fee using a Lump Sum Value
View all 15
Xero Integration
5
Xero Integration - Linking your account
Xero Integration - Linking Clients and Suppliers
Xero Integration - Linking Expense Types
Xero Integration - Posting an Invoice
Xero Integration - Posting Expenses
Quickbooks Integration
5
Quickbooks Integration - Linking Your Account
Quickbooks Integration - Linking Clients and Suppliers
Quickbooks Integration - Linking Expense Types
Quickbooks Integration - Posting an Invoice
Quickbooks Integration - Posting Expenses
Project Planner
2
Project Planner - Add notes to Projects and Subprojects
Project Planner - Resource Scheduling
Service Account Tools
4
Importing Client Information
Import Contact Information
Import Employee Information
Import Project Information
Unpublished
Data Imports
0
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