What's new?
- Nov. 6, 2024 - Hide Metrics on Dashboards & Enhanced Date Range Picker
- Aug. 25, 2024 - AI-Powered Reports
- Feb. 22, 2024 - Introducing Our New Health Reports UI
- Feb. 2, 2024 - Global Filters and Date Range Picker for Dashboards
- Dec. 29, 2023 - Introducing Dashboard Charts
- Dec. 6, 2023 - Enhanced Dashboard Tables, Formula columns, and Streamlined Reminders
Invoicing
- Manage upfront deposits
- Create an Invoice
- How to Attach Time Logs, Fees, or Expenses to an Invoice
- How to Edit the Client of an Invoice
- Sales Taxes
- Invoice Item Types
Integrations
See all 11 articlesGetting Started
Organization
- Organization Management
- Understanding Group Concept
- Managing Clients
- Managing Companies
- Managing Departments
- Managing Roles
Projects
- Reviewing Expenses
- Projects overview
- Create a New Project
- Project Budget overview
- Project Analytics overview
- Internal project type
Timesheets
Employees
- Employees Overview
- Adding an employee
- Employee settings and access
- Employee access level
- Employee groups
- Employee cost rate
Planning
Time Off Balance Management
Access, Permissions, Security
Metrics
- Analytics Overview
- Understanding Revenue
- Understanding Cost
- Understanding Profit
- Understanding Profit Margin
- Understanding Capacity Hours