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Work hour overview
The work hour related values and KPI's displayed on Work hour page are editable so that it is possible to determine on organization level, what is dis...
Wed, 14 Oct, 2020 at 10:30 AM
Contact keywords
Manage contact keywords Contact keywords are words associated with a customer contact to identify roles, areas of interest or location. Keywords can be us...
Wed, 14 Oct, 2020 at 10:30 AM
Account numbering
In brief Account numbering allows you to define the sequence of account numbers. Specify the number for the next account, and on every account thereafter ...
Wed, 14 Oct, 2020 at 10:31 AM
Reservations
In brief Reservations are office equipment, conference rooms or other company assets that can be reserved through the Participants field on activities. Pl...
Wed, 14 Oct, 2020 at 10:32 AM
Invoice numbering
In brief Invoice numbering allows you to define the sequence of invoice numbers. Specify the number for the next invoice, and on every invoice after that ...
Wed, 14 Oct, 2020 at 10:32 AM
Tax rates
In brief Tax rates are the percentages of value added tax (VAT) that are applied on the sale of goods and services. Tax rates follow national standards, a...
Wed, 14 Oct, 2020 at 10:33 AM
Bank details
In brief Bank details are information about your company's bank account(s) that are displayed on invoices in order to direct customer payments. Bank ...
Wed, 14 Oct, 2020 at 10:33 AM
Invoice statuses
Description Invoice statuses are stages in the invoicing process from drafting and sending the invoice to payment. Other statuses can be added to meet the...
Wed, 14 Oct, 2020 at 10:34 AM
Travel expenses
Description Travel expenses are the costs incurred when traveling for work. Travel expenses are categorized as Mileage, Per diem and Other. Expense categ...
Wed, 14 Oct, 2020 at 10:35 AM
Work types
In brief Work types are the different jobs commonly performed on cases. Work types are either productive or non-productive. Enter and edit work types ...
Wed, 14 Oct, 2020 at 10:35 AM