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HelpBilling, Payroll & Cost Managers

Billing

  • Using Replicon for billing21 Oct 2014
  • How billing works21 Oct 2014
  • Setting up your project for billing21 Oct 2014
  • What do Fixed Bid and Time & Materials mean?21 Oct 2014
  • Running billing reports24 Oct 2014
  • Tracking billable hours against targets05 Dec 2016

Setting up Billing Rates

  • Setting up system billing rates16 Oct 2014
  • Customizing billing rates for a project21 Oct 2014
  • Assigning billing rates to team members21 Oct 2014

Setting up Clients

  • Billing multiple clients for a project11 Apr 2017
  • Letting users choose which client is billed for a multi-client project28 Jun 2017
  • Allowing a client to approve timesheets and expenses before billing21 Oct 2014
  • Client representative approvals (video)17 Jul 2017
  • Reviewing the billing status of a client24 Oct 2014

Preparing Items for Billing

  • Mass moving time from one project or task to another24 Mar 2022
  • Searching and filtering lists23 Oct 2014
  • Tracking the approval status of items27 Oct 2014
  • Bypassing regular approvals27 Oct 2014
  • Correcting an item27 Oct 2014
  • Why can’t I reopen timesheets?28 Sep 2017
  • Correcting billing errors14 Mar 2017

Invoicing

  • Adding tax profiles for invoicing14 Oct 2020
  • Setting up invoice templates07 Mar 2016
  • Creating a new invoice15 Mar 2016
  • Making changes to a draft invoice22 Mar 2016
  • Setting the status of an invoice08 Mar 2016
  • Voiding or deleting an invoice11 Mar 2016
  • Sending an invoice to your client16 Mar 2016
  • Billing
    • Payroll
      • Costing
        • Reports
          • Troubleshooting

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