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