Features
Time Entry
Time Review
User Set up
Maintenance for Rates and Categories
Job view
Job Settings
Timekeeping Reports
Importing time entries
- Importing Time entries overview
- Download the timesheet import spreadsheet
- Importing time entries into Timekeeping
- Timekeeping import - typical issues and errors when importing
- Data Migration - Timeline and checklist for extracting data
- Importing Disbursements
Timekeeping Integrations
Billing
- Processing discounts and reporting
- How to bill a specific line item?
- Rasing an Invoice
- Editing invoice details such as tax and notes/memo
- How to reverse/delete/unpost an Invoice (if you want to change the Billed or Write Off amounts)
- How to process a Timekeeping write off