Help Administrators

Billing

• Data import fields and formats
• Configuring auto-generation of bill, credit memo, and payment reference numbers
• Allowing a client to approve timesheets and expense sheets
• Monitoring project progress
• Choosing how cost rates display
• Maximizing profit with SmartBudget
• SmartBudget setup checklist
• How SmartBudget rates are calculated
• All about billing
• Adding tax profiles for invoicing
• Setting up invoice templates
• Setting up cost normalization rules