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Table of Contents
  • Welcome
  • First Steps
    • ADRESSES
      • How do I look up a contact?
      • How do I create a new contact?
      • How do I edit contact details?
    • JOBS
      • How do I find or select a job?
      • How do I create a job?
    • ACTIVITIES
      • How do I plan an activity?
    • TIME TRACKING
      • How can I create a work time record?
    • FINANCES
      • How do I create a new offer?
      • How do I create a new incoming invoice?
      • How do I create a new outgoing invoice?
    • EMPLOYEES
      • How do I record/change absences?
  • Use Cases
    • GENERAL
      • Where do I find TEAMBOX modules and their core features?
      • How do I navigate around TEAMBOX modules?
      • What are the basic navigational/operational elements throughout TEAMBOX?
      • How can I customize my TEAMBOX cockpit/start page?
      • What other information can I access from the main navigation bar?
      • How do I upload files to TEAMBOX?
      • MESSAGES
        • What can I do with messages?
        • What kinds of messages are there?
        • How can I customize my “Messages”?
    • CALENDAR
      • How can I create a new appointment?
      • How can I invite participants?
      • How can I work with public holidays?
      • How can I sync/subscribe to calendars?
        • How can I subscribe to a calendar using iCal?
        • How can I subscribe to a calendar using Outlook?
        • How can I subscribe to a calendar using Google Calendar?
        • How can I sync a calendar with an Android phone?
        • How can I sync a calendar with an iPhone?
        • How can I sync a calendar using iCal?
    • ADDRESSES
      • How do I work with “Extended search”?
      • How can I export addresses as a .csv file?
      • How can I generate address labels?
      • How do I add a new company?
      • How do I add a new employee?
      • How can I activate ‘work entry control’?
      • How can I generate a password for a user?
      • Where can I set work time / offdays for a user?
      • Where can I store an individual vacation entitlement for my employees?
      • How do I create (and use) blog entries?
      • How can I create or edit tags?
      • How can I assign/remove a tag to/from a contact?
      • How can I transfer address data?
        • How can I request address data via LDAP?
        • How can I transfer address data via CardDAV?
    • JOBS
      • How do I find or select a job?
      • How do I create a new area?
      • How do I create a job?
      • How can I display what kind of information in the job overview?
      • How can I change pricing on different levels (client, area, job)?
      • How can I create a job report?
      • Where can I get a graphical overview of active jobs?
        • Finance cloud
        • Activity cloud
      • How can I migrate data from one job to another?
    • ACTIVITIES
      • How do I plan an activity?
      • How can I create new phases?
      • How can I copy work packages or move their deadlines?
      • How can I view/filter activities?
      • How do I use the Gantt chart?
      • How can I export activities/gantt data as Excel/PDF file?
      • What information can I see in “Resource Plan”?
      • How do I track time for an activity from within the activity list?
    • TIME TRACKING
      • How can I track my work hours?
      • How can I finish my day using time tracking?
      • How can I move time tracking entries?
      • How can I evaluate time tracking entries?
    • FINANCES
      • Estimates
        • How can I search estimates?
        • How do I create a new offer?
        • How can I create a copy of an estimate?
        • How can I confirm an estimate?
        • How do I create a template for estimates?
        • How do collective estimates work?
      • Incoming invoice
        • How can I look for an incoming invoice?
        • How do I create a new incoming invoice?
          • How can I create an OOP Invoice?
          • How can I create a third-party invoice?
        • How can I change the status of an incoming invoice to “paid”?
        • How can I bill an OOP manually?
      • Outgoing invoice
        • How can I look for an outgoing invoice?
        • How do I create a new outgoing invoice?
        • How can I create an advance invoice?
        • How can I cancel an invoice?
        • How can I create a collective invoice?
          • Collective invoice as PDF
        • How can I approve an outgoing invoice?
        • How can I manually bill an outgoing invoice?
      • Recurring invoice
        • How can I generate recurring invoices?
      • Billing list
        • How can I visualise open services in the billing list?
        • How can I create invoices from the billing list?
      • Controlling
        • How does “Controlling” work?
      • Forecast
        • How can I create forecasts?
        • Which insights can I gain from forecasts?
      • Settings
        • How can I define general financial settings?
          • What kind of billing types are there?
    • PRODUCTION
      • How can I create a new production request?
      • How can I work with offers following a production request?
      • How can I accept an offer and create a production order from it?
      • Where can I look for existing production documents?
    • DOCUMENTS
      • How can I create a new document?
      • Where can I look for existing documents?
    • ADMIN
      • Where can I define roles, departments and functions?
      • Which settings can be defined / customized for activities?
      • Where can I define / customize calendar categories and resources?
      • Where can I define the industry sectors for my contacts?
      • How can I define the job status and the start of the budget year?
      • Where can I define cost types?
      • Where can I define services?
      • Where can I define rates?
      • How can I combine new cost types, services and rates?
      • How can I assign permissions to roles?
      • Where can I change notification settings for “Messages”?
    • EMPLOYEES
      • How can I create staff expense bills and add relevant receipts?
    • MAILBOX
      • How are emails displayed in TEAMBOX?
      • How can I look for emails?
      • What features does “Mailbox” offer?
    Download as PDF

    Settings

    • How can I define general financial settings?
      • What kind of billing types are there?
    Which insights can I gain from forecasts?
    How can I define general financial settings?
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