Clients

• Using data import to mass add, update, and delete data10 Sep 2019
• Setting up project and client codes17 Jan 2022
• Adding tax profiles for invoicing14 Oct 2020
• Setting up a client21 Oct 2014
• Allocating a project’s costs to multiple clients19 Oct 2016
• Tracking costs and billing for a client21 Oct 2014
• Setting default billing rates and expense codes for a client21 Oct 2014
• Allowing a client representative to approve timesheets and expenses before billing21 Oct 2014
• Client representative approvals (video)17 Jul 2017
• Assigning co-managers to projects, clients, or programs21 Oct 2014
• Running client reports21 Oct 2014