What's new?
- Nov. 1, 2023 - Introducing Formula Cards and Expanded Dashboard Options
- Aug. 4, 2023 - Dashboard Sharing - Collaborate Seamlessly!
- Jul. 28, 2023 - Dashboards, Advanced Task Settings, Time Off to Time Entries Generation
- Jun. 12, 2023 - Expense categories
- Jun. 6, 2023 - Time Off Approval, Approved Invoice Status
- May 22, 2023 - Time Entry Lock Date, Analytics Dashboard Improvement
Invoicing
- 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
- Invoice Templates
Integrations
See all 10 articlesGetting Started
Organization
- Organization Management
- Understanding Group Concept
- Managing Clients
- Managing Companies
- Managing Departments
- Managing Roles
Projects
- Projects overview
- Create a New Project
- Project Budget overview
- Project Analytics overview
- Internal project type
- Adding a task to a project
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