Clients
- 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 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
