Getting Started with the Polaris API:
To start using the API:
Sign up for a Polaris PSA account, and log in.
You can request a sandbox account, if you don’t want to test using your production instance of Replicon.
Access the Polaris GraphQL Playground and schema.
Make a test query and evaluate the response....
Timesheet keyboard shortcuts:
These are the keyboard shortcuts available for configurable timesheets.
Navigating the timesheet
Tab
Moves focus to the next timesheet fields
Shift-Tab
Moves focus to the previous timesheet fields
Arrows
Move focus between timesheet cells
Enter
Selects the current field or cell
Esc
De-selects the current field or ce...
Attaching a receipt to your expense entry:
While entering expenses, you can attach receipts to an expense sheet as proof of your expenses. The expense approvers verify the expenses and the receipts you added before approving your expenses.
You can upload receipts using a number of formats, including .png, .gif, and .jpg. Refer to File formats supported when uploading expense receipts fo...
Using the Polaris PSA mobile app:
If you use Polaris PSA, you can use the mobile app to carry out tasks. The app is available for both iOS and Android.
These are the actions each role can take using the mobile app:
Project managers
Adding and setting up projects
Adding and editing clients and programs
Reviewing and accepting SmartBeats
Requesting project resources
Car...
SmartBudget setup checklist:
Certain data must be available in Polaris for SmartBudget to make useful calculations. Refer to the checklist below for settings you must configure before adding and committing a SmartBudget.
You’ll need Administrator permissions to configure these settings.
You can use our import tool or mass edit functionality to quickly and easily add or upd...
Maximizing profit with SmartBudget:
The purpose of Polaris’ SmartBudget feature is to help Professional Services Organizations (PSOs) achieve optimal profitability.
Why is it often difficult for PSOs to maximize profit?
To achieve maximum profit:
Managers must first know what billing rates will result in maximum profit, based on all relevant costs.
Second, they must have re...
Adding and committing a SmartBudget:
Before using SmartBudget, ensure Polaris has been configured with all necessary required data.
To add a plan:
Launch SmartBudget.
Add a new SmartBudget plan.
To do this, click the icon located at the bottom, right-hand corner of the page, complete the fields in the dialog that displays, and click Add SmartBudget.
The plan...
How SmartBudget rates are calculated:
The purpose of Polaris's SmartBudget feature is to help Professional Services Organizations (PSOs) achieve optimal profitability. Refer to Maximizing profit with SmartBudget for more information.
See below for information on how each value in the SmartBudget tables is arrived at.
Hours worked by role
Field name
Description
Ho...
Invoicing a client:
Once you’ve created a bill, you can issue it to the client – via email, or you can print and mail invoices.
Before you start sending clients invoices, confirm that your invoice template is configured correctly.
To issue an invoice:
Go to Financials > Billing & Invoicing, and select Transactions; Or, go to Projects, choose a project,...