1. Go to Setting. 2. Go to Data Definition then click on Non-charge Time Codes. 3. Click ‘add new record’. 4. fill in the information then click ‘Save’.

1. Go to Setting. 2. Go to Organization then click Departments and go into record details page. 3. Click Edit. 4. Add Activity then Click Save.

1.) Go to ‘Settings’. Click on the ‘Users’ menu, then search the name. Choose the desired user account to deactivate. 2.) Click the ‘Edit’ button in the top-right corner. 3.) On status field. Select ‘Inactive’ then click reassign. 4.) Select check box ‘reassign’ then choose other user who will take […]

1.) Go to client module then select client. 2.) Click sub-menu of billing then click ‘add credit note’ for create new one. 3.) Fill credit note information. Extra Tips There is optional way to create new credit note. 1.) Go to billing module then click ‘add credit note’. 2.) Fill […]

1. Go to ‘Timesheets’ module. 2. Scroll down, then click ‘manage column’. 3. Click ‘Change Display’. 4. Click on ‘search result format:’ box of Engagement(Job, Matter), then select format that you prefer to display. 5. Click Save.

1. Go to ‘Billings’ module. 2. Click Edit button. 3. Scroll down, then found ‘Filter Timesheets & Expense’. You can check the checkbox here. 4. After check the checkbox, the filter will show more to select. 4.1) Entry period: 4.2) Activity code: 4.3) Hide Non-Billable WIP: