Timesheets 8

• Capturing Timesheets
• Timesheet Favourites
• Timesheets: Planned Projects
• How to Delete Timesheet Entries
• How to Unsubmit Timesheets

View all 8

Expenses 3

• Creating Expense Types
• Capturing Expenses
• Approving Expenses

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
• Setting Up Tracking Categories
• Creating Job Categories

View all 8

Projects 19

• 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 19

Invoicing 12

• 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 12

Financials 8

• Cost Rate History
• Project Actuals
• Work in Progress
• Project Profitability
• Client Profitability

View all 8

Pipeline 3

• Pipeline - Track Leads & Opportunities
• Configuring the Pipeline Automation
• Using the Pipeline Automation

Project Planner 2

• Project Planner - Add notes to Projects and Subprojects
• Project Planner - Resource Scheduling

Integrations 4

• 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
• API

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

Live Sheets 2

• How to set up a new Live Sheet report
• How to use Advanced formulas in Live Sheets for insights

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

Sage Business Cloud Accounting Integration 5

• Sage Business Cloud Accounting Integration - Linking Your Account
• Sage Business Cloud Accounting Integration - Linking Clients and Suppliers
• Sage Business Cloud Accounting Integration - Linking Expense Types
• Sage Business Cloud Integration - Posting an Invoice
• Sage Business Cloud Accounting Integration - Posting Expenses

Service Account Tools 6

• Importing Client Information
• Import Contact Information
• Import Employee Information
• Import Project Information
• Import Invoices

View all 6

Data Imports 0