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Knowledge base
General
Miscellaneous
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
Setting Up Tracking Categories
Timesheets
8
Capturing Timesheets
Timesheet Favourites
Timesheets: Planned Projects
How to Delete Timesheet Entries
How to Unsubmit Timesheets
View all 8
Leave
6
Enabling Leave
Creating Leave Types
Setting Up Leave Balances
Applying for Leave
Approving Leave
View all 6
Admin
6
Adding a New Employee
Removing an Employee
Non-Project Time
Quick Start Guide
How do I clear cache?
View all 6
Expenses
3
Creating Expense Types
Capturing Expenses
Approving Expenses
Invoicing
10
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 10
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
4
Quickbooks Integration - Linking Your Account
Quickbooks Integration - Linking Clients and Suppliers
Quickbooks Integration - Linking Expense Types
Quickbooks Integration - Posting an Invoice
Project Planner
0
Unpublished
Data Imports
0
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