Fresh Projects

Timesheets 8

• Capturing Timesheets v1
• Timesheet Favourites v1
• Timesheets: Planned Projects v1
• How to Delete Timesheet Entries v1
• How to Unsubmit Timesheets v1

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Expenses 3

• Creating Expense Types v1
• Capturing Expenses v1
• Approving Expenses v1

Leave 8

• Enabling Leave v1
• Creating Leave Types v1
• Setting Up Leave Balances v1
• Applying for Leave v1
• Approving Leave v1

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Admin 8

• Adding a New Employee v1
• Removing an Employee v1
• Non-Project Time v1
• Setting Up Tracking Categories v1
• Creating Job Categories v1

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Projects 19

• Creating a New Project v1
• Setting the Project Budget v1
• Calculating the Fee at a Project Level v1
• Calculating the Fee at a Sub-Project Level v1
• Calculating the Project Fee using a Lump Sum Value v1

View all 19

Invoicing 13

• Raising an Invoice for a Lump Sum Fee v1
• Raising an Invoice for Time Based Fee v1
• Raising an Invoice for Disbursements v1
• Finalising an Invoice v1
• Emailing Invoices from Fresh Projects - V1

View all 13

Financials 8

• Cost Rate History v1
• Project Actuals v1
• Work in Progress v1
• Project Profitability v1
• Client Profitability v1

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Pipeline 3

• Pipeline - Track Leads & Opportunities v1
• Configuring the Pipeline Automation v1
• Using the Pipeline Automation v1

Purchase Orders 1

• Purchase Orders v1

Project Planner 3

• Project Planner - Add notes to Projects and Subprojects v1
• Project Planner - Resource Scheduling v1
• Import Budgets from the Project Planner v1

Integrations 6

• Adding the Calendar Feed to Outlook 365 v1
• Adding the Calendar Feed to your IPhone or IPad v1
• Adding the Calendar Feed to Google Calendar or Android v1
• Fresh Projects REST API V1
• API Tools - Zapier

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Freeforms 4

• Setting up a New Freeform Template as a Grading Criteria v1
• Assigning a Freeform to a Project v1
• Completing a Project Freeform v1
• Setting up a New Freeform Template for Document Storage v1

LiveSheets 2

• How to set up a new LiveSheets report v1
• How to use Advanced formulas in LiveSheets for insights

Work Patterns 1

• Work Patterns v1

Xero Integration 5

• Xero Integration - Linking Your Account v1
• Xero Integration - Linking Clients and Suppliers v1
• Xero Integration - Linking Expense Types v1
• Xero Integration - Posting an Invoice v1
• Xero Integration - Posting Expenses v1

QuickBooks Integration 5

• QuickBooks Integration - Linking Your Account v1
• QuickBooks Integration - Linking Clients and Suppliers v1
• QuickBooks Integration - Linking Expense Types v1
• QuickBooks Integration - Posting an Invoice v1
• QuickBooks Integration - Posting Expenses v1

Sage Business Cloud Accounting Integration 5

• Sage Business Cloud Accounting Integration - Linking Your Account v1
• Sage Business Cloud Accounting Integration - Linking Clients and Suppliers v1
• Sage Business Cloud Accounting Integration - Linking Expense Types v1
• Sage Business Cloud Integration - Posting an Invoice v1
• Sage Business Cloud Accounting Integration - Posting Expenses v1

Service Account Tools 6

• Importing Client Information (Bulk Upload) v1
• Import Contact Information v1
• Import Employee Information v1
• Import Project Information v1
• Import Invoices v1

View all 6