Configurations

Configuring Company Settings
How To Configure Company Settings First set up all your Job Categories in your company (e.g. Director, Engineer, Draughtsman, etc) by going to Company >...
Wed, 18 Mar, 2020 at 2:21 PM
Configuring Non-Project Time
How To Configure Non-Project Time 1.  To add overhead groups, click on Projects > Non-Project Time, then click on the New Overhead button at the top ...
Wed, 10 Apr, 2019 at 1:54 PM
Creating Job Categories
What Is A Job Category? A job category is a broad-based group of employees with comparable job responsibilities located at comparable levels of responsibi...
Wed, 18 Mar, 2020 at 2:24 PM
Configuring Expense Types
What Expense Types Should Be Added? The expense types that should be listed here include all expenses that are incurred on a personal or project level such...
Wed, 18 Mar, 2020 at 2:25 PM
Configuring Employee Details
How To Configure Employees' Details In order for each staff member to be able to access the system they need to be represented in the system. Now t...
Wed, 18 Mar, 2020 at 2:27 PM
Setting Up Client Details
How to add client details Client details are important to enable you to invoice quickly and easily out of Fresh Projects. Financials > Client Det...
Thu, 10 Jan, 2019 at 11:03 AM
Sage One Integration - Linking your account
1. Go to Configuration > Company Settings, then click on the Invoice Tab 2. Choose Sage One from the Accounting Integration option: 3. Click...
Thu, 15 Oct, 2020 at 11:18 AM
Sage One Integration - Linking Clients and Suppliers
1. Go to Financials > Contact Details 2. For each Client (where you are posting invoices to Sage One) and Supplier (where you are posting Supplier Invoi...
Thu, 15 Oct, 2020 at 11:08 AM
Sage One Integration - Linking Expense Types
1. Go to Financials > Expense Types and click on the expense type that you wish to link. 2.a If you wish the expense type to be posted to Sage one as...
Thu, 15 Oct, 2020 at 11:27 AM
Configuring Leave
To set up the leave module, go to Configurations>Company Settings and toggle Leave Application & Approval on as well as selecting your Leave Region. ...
Wed, 13 Feb, 2019 at 1:13 PM