Jobs and phases
See all 14 articlesInvoicing and revenue
- Departmental Revenue Analysis
- Batch email invoices from the invoice list
- Batch draft invoice creation
- Levies (ASBOF / BASBOF)
- Draft sales invoice approval
- Nominal postings
Organisations - clients, prospects and leads
- Organisations - clients
- Rate card
- Targets by handler or by client
- Managed sales orders
- Linked clients
- Leads
Suppliers and purchases
- Purchase order requisitions
- Purchase order approval
- Consolidated purchase orders
- Suppliers
- Supplier contacts
- Purchase orders
Accounts link
Billing plans
Tasks
See all 7 articlesKanban Boards
Attachments
Gantt Charts
Time & expenses
Scheduling
- Creating resource bookings with no estimate / requisition
- My Work
- Resource bookings - standard booking views
- Loading view in resource bookings
- Draft resource bookings
- Calendar events
GDPR – General Data Protection Regulation
Reports - Dashboards
- Dashboards - Overview
- Dashboards - Organisation
- Dashboard filters: All, My team, Current user, Other team
- Dashboards - Management
- Dashboards - Performance
- Dashboard - Capacity
Reports - Key reports
- Key reports - Interface overview
- Invoicing & profitability - Period profit
- Invoicing & profitability - Job/Phase profitability
- Invoicing & profitability - Client analysis
- Invoicing & profitability - Client targets vs invoicing
- Invoicing & profitability - Sales turnover
Reports - Data analytics
- Data analytics - the basics
- Data analytics - filtering, editing and adding data
- Data analytics- setting a cross tab
- Data analytics - adding a new field
- Adding data series together to give a calculated value
- Data Analytics- calculated columns