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Where can I define services?
Use Cases » ADMIN » Where can I define services?
General information The following settings affect time tracking. Preconditions Please define a cost type first Steps Go to “Admin” > “Services admin” > “Services” At the end of the list, click the green ‘plus’ icon Enter the…
Where can I define rates?
Use Cases » ADMIN » Where can I define rates?
General information These settings are used for defining the rates of your agency. Preconditions Please define a cost type and a service first Steps Go to “Admin” > “Services admin” > “Rates” At the end of the list, click the green…
Where can I define cost types?
Use Cases » ADMIN » Where can I define cost types?
General information The following settings affect all areas with “Services” and “Rates”, e.g. “Estimates” & “Time Tracking”. You can see everything in “Jobs” > “Job management” > “Rates” => Rate name, cost, price, Steps Go to…
Where can I define roles, departments and functions?
Use Cases » ADMIN » Where can I define roles, departments and functions?
“Settings” > “Agency organisation” Here you can create roles, departments and functions which should then be linked to permissions and corresponding employees. General Info – Settings Role Roles are used to define different levels of permissions (i.e.…
Where can I define the industry sectors for my contacts?
Use Cases » ADMIN » Where can I define the industry sectors for my contacts?
General information Once an industry sector (such as “Agency”, “Photographer”, “Hospitality” and the like) has been created, it can be assigned to a contact (“Addresses” > contact details > drop-down “Sector”) and you can also filter for contacts…
Where can I set work time / offdays for a user?
Use Cases » ADDRESSES » Where can I set work time / offdays for a user?
General information Using “Offdays” is a convenient way to define individual work models for more flexible/part-time employees. Any changes made to “Offdays” will affect resource scheduling (i.e. The employee’s availability on specific…
Where can I define / customize calendar categories and resources?
Use Cases » ADMIN » Where can I define / customize calendar categories and resources?
General information When creating a new or editing an existing calendar event, you can assign a category to the event book available resources such as meeting rooms or meeting equipment. These can be defined in “Admin”. Steps Go to “Admin” >…
Where can I look for existing documents?
Use Cases » DOCUMENTS » Where can I look for existing documents?
STEPS Go to “Documents“ > “Document search“ Filter for documents by either … Selecting a job from “Favourites“ *(i.e. a list of jobs featuring recent time tracking) *AND/OR Choosing the job using the “Client“, “Area“ and “Job“…
How can I generate a password for a user?
Use Cases » ADDRESSES » How can I generate a password for a user?
General information “Permissions and password“, as described below will only be displayed if an employee has been successfully added to the system HINT: You can find out how the user himself can change his password and set a confidential email address at the…
Where can I look for existing production documents?
Use Cases » PRODUCTION » Where can I look for existing production documents?
STEPS Go to “Production“ > “Document search“ Filter for production documents by either … Choosing the job using the “Client“, “Area“ and “Job“ drop-downs AND/OR Searching for its “Number“ AND/OR “Title“ AND/OR “Comment“…
Where can I change notification settings for “Messages”?
Use Cases » ADMIN » Where can I change notification settings for “Messages”?
General information “Messages” is an optional module and can be accessed by clicking the speech bubble symbol in the main navigation: New, user-specific messages are created when certain TEAMBOX events trigger notification (to see the full list of triggering…
How can I define general financial settings?
Use Cases » FINANCES » Settings » How can I define general financial settings?
General information After creating a new job, the settings have to be confirmed or changed when either opening the job via the “Finances” module or accessing the job via “Jobs” and then clicking “Open finance…
Where can I get a graphical overview of active jobs?
Use Cases » JOBS » Where can I get a graphical overview of active jobs?
General information There are three options to visualise progress details for current jobs in “Jobs” > “Job portfolio”: Finance cloud Activity cloud Combi-Chart Combi-Chart Select a client (and, optionally, area) All active jobs are…
Where can I store an individual vacation entitlement for my employees?
Use Cases » ADDRESSES » Where can I store an individual vacation entitlement for my employees?
If you have individual vacation agreements with employees, apart from a year of service or age-dependent bonus, then an individual vacation entitlement per employee can be stored in the addresses. 1. select employee in the addresses and click on the link…
How can I look for emails?
Use Cases » MAILBOX » How can I look for emails?
Steps Click the three-lined icon and choose the relevant search option (e.g. “Search everything“, “Search for a person” or “Search for attachments”) In the search field, enter the search term (e.g. client name) => “Mailbox“ will…
How can I create a new document?
Use Cases » DOCUMENTS » How can I create a new document?
GENERAL In TEAMBOX, you can define freely customizable documents for template and recurring use. Your templates may be defined in the TEAMBOX initiation phase and will be displayed in the list of “Document types“. STEPS Go to “Documents“ > “New…
How can I create a job report?
Use Cases » JOBS » How can I create a job report?
General information (1) Filter options – use these for general (budget year, area, ..) and advanced filtering (job status, period, creation date, …) Clicking the icon will clear all filter settings Clicking will give you even more filter…
How can I create a collective invoice?
Use Cases » FINANCES » Outgoing invoice » How can I create a collective invoice?
General information Once a collective invoice has been activated, partial billing of estimates (example: taking over only 40%) is not possible any more If you’re interested in adding this feature, then please contact support@teambox.eu Collective…
How can I create a new appointment?
Use Cases » CALENDAR » How can I create a new appointment?
General information You can choose to view the calendar entries based on a “Week view” or “Month view” You can filter for / display / hide specific appointments by using the filter options at the top: Custom “Admin” calendar…
How can I look for an incoming invoice?
Use Cases » FINANCES » Incoming invoice » How can I look for an incoming invoice?
Steps Go to “Finances” > “Incoming invoice” Using the search field, you can look for “Budget year”, “Client”, “Area” and “Job” Additionally, you can narrow down your search: click the icon at…
How can I look for an outgoing invoice?
Use Cases » FINANCES » Outgoing invoice » How can I look for an outgoing invoice?
Steps Go to “Finances” > “Outgoing invoice” Use the filter options to narrow down your search (specifying criteria such as “Budget year”, “Client”, “Area” and/or “Job”) Below the usual…
How can I create forecasts?
Use Cases » FINANCES » Forecast » How can I create forecasts?
General info The “Forecast“ module enables you to estimate future revenue based on current and historical financial data. Forecasts are monthly-based revenue predictions and can be created for the total of your customers and also include historical data that…
How can I invite participants?
Use Cases » CALENDAR » How can I invite participants?
Steps Create a new appointment in the “Appointment” window and add participants: either by entering their employee code at “Employees” or by clicking the departments displayed underneath (you can select and deselect individual…
How can I search estimates?
Use Cases » FINANCES » Estimates » How can I search estimates?
General information Go to “Finances” > “Estimate” In “Budget Year / Client / Area / Job”, you can filter estimates by these categories If you filter for the client “AGENTUR” and click “Search” at the…
How can I create a new production request?
Use Cases » PRODUCTION » How can I create a new production request?
STEPS Go to “Production“ > “New document“ Select “Request“ Choose a “Template“ from the drop-down Click the button “New“ at the bottom of the page Choose a job for the production request using the drop-downs and click the button “Save“ at…
How can I sync a calendar using iCal?
Use Cases » CALENDAR » How can I sync/subscribe to calendars? » How can I sync a calendar using iCal?
Steps Open “Calendar” / “iCal” on your Mac In “Calendar”, select “Settings” Go to “Accounts” and click the “+” icon to create a new account => “Add account” pop up is displayed Choose “Add CalDAV account” Change the account type…
How can I create a third-party invoice?
Use Cases » FINANCES » Incoming invoice » How do I create a new incoming invoice? » How can I create a third-party invoice?
General information Usually, a third-party invoice is created if the agency offers the services provided by a supplier as part of an estimate, but if the client pays the supplier him-/herself. Subsequently, the third-party service and cost is not included in the…
How can I create a work time record?
First Steps » TIME TRACKING » How can I create a work time record?
Preconditions: a correctly created job fully defined services (“Admin” > “Services Admin” > “Services”) Select a job Click the client’s name and select the tab “Jobs” > “Area” and then the relevant job using your mouse or…
How can I subscribe to a calendar using iCal?
Use Cases » CALENDAR » How can I sync/subscribe to calendars? » How can I subscribe to a calendar using iCal?
General how to subscribe to the TEAMBOX.calendar and view calendar events in your personal Mac calendar subscribing = one-way communication between TEAMBOX and iCal, changes can only be performed in TEAMBOX Setup Steps Select ‘Subscribe’ in…
How can I subscribe to a calendar using Outlook?
Use Cases » CALENDAR » How can I sync/subscribe to calendars? » How can I subscribe to a calendar using Outlook?
General How to subscribe to the TEAMBOX calendar using your personal Outlook calendar Subscribing to a calendar is a one-way means of communication between TEAMBOX and Outlook Steps Select ‘Subscribe’ in ‘Calendar’ Choose the relevant…
How can I sync a calendar with an iPhone?
Use Cases » CALENDAR » How can I sync/subscribe to calendars? » How can I sync a calendar with an iPhone?
Steps On your iPhone, go to “Settings” Tap “Accounts & Passwords” Tap “Add Account“ Choose “Other“ Tap “Add CalDAV Account“ Enter your TEAMBOX server details and tap “Next” “Server”: your TEAMBOX domain (e.g.…
How can I export addresses as a .csv file?
Use Cases » ADDRESSES » How can I export addresses as a .csv file?
Steps Use “Quick search“ or “Extended search“ to filter for the contact information you are looking for At the bottom of the page, click the button “Export“ => The export configuration is displayed in a new page At “Character…
How can I create a copy of an estimate?
Use Cases » FINANCES » Estimates » How can I create a copy of an estimate?
General information Creating a copy of an estimate = copying all positions of an existing estimate into a new estimate Preconditions Already existing estimate Steps Open an already existing estimate and click “Copy” (bottom of the page) Now,…
How can I assign/remove a tag to/from a contact?
Use Cases » ADDRESSES » How can I assign/remove a tag to/from a contact?
Steps Use “Quick search“ or “Extended search“ to filter for the contact In the displayed contact detail section „Tags“, either … select a „Category“ from the drop-down and the desired tag to assign it to a contact OR click the…
How can I generate recurring invoices?
Use Cases » FINANCES » Recurring invoice » How can I generate recurring invoices?
Recurring amounts for cost estimates Open an existing job and browse an existing cost estimate or create a new one Open the cost estimate and click ‘Edit’ at the bottom of the page Towards the bottom of the page, choose a date from “Billing date“…
How can I transfer address data?
Use Cases » ADDRESSES » How can I transfer address data?
TEAMBOX offers two ways of using address data on devices. LDAP requires an active internet connection to request the address data live from the server without transferring it to the device; CardDAV transfers the data to the device and saves it locally. PLEASE…
What can I do with messages?
Use Cases » GENERAL » MESSAGES » What can I do with messages?
Schritte Click the ‘star’ icon (mouse-over: “Flag”) to … … prioritize a message so that it is moved to the highlighted, upper sections of the messages (different background colour) Click the ‘watch’ icon…
How can I confirm an estimate?
Use Cases » FINANCES » Estimates » How can I confirm an estimate?
Preconditions A valid cost estimate has been created and assigned to you The new cost estimate shows up as a message in your notifications OR can be found in “Finances” > “Estimate” by filtering for estimates with “Status”…
How can I create new phases?
Use Cases » ACTIVITIES » How can I create new phases?
Preconditions a previously created or new job Steps Open the job and navigate to “Job overview” => “Phases” are displayed on the right Click the green ‘plus’ icon, enter the name of the phase and its description (optional)…
How can I view/filter activities?
Use Cases » ACTIVITIES » How can I view/filter activities?
General information Per default, this page will view work package information based on your previous selection. Clicking the icon in the filter area will reset all filters to the standard setting (i.e. show all activities from all jobs that you as user are in charge…
How can I generate address labels?
Use Cases » ADDRESSES » How can I generate address labels?
Please note This feature is not part of your standard TEAMBOX installation package, but can be integrated and customized to your system. Depending on your use case, the customization may feature mass address label exports for multiple contacts or individualized…
How can I cancel an invoice?
Use Cases » FINANCES » Outgoing invoice » How can I cancel an invoice?
Preconditions Finalized outgoing invoice Steps Go to “Finances” > “Outgoing invoice” Filter for a job by defining “Budget year”, “Client”, “Area” and “Job” and click…
How can I define the job status and the start of the budget year?
Use Cases » ADMIN » How can I define the job status and the start of the budget year?
General information Here, you can define a custom job status (i.e. what is the current state of the job and what should be the name of that status?). Once a job status has been defined, it can be used in “Jobs” > “Job management” > “Job overview” > “Job…
How can I work with offers following a production request?
Use Cases » PRODUCTION » How can I work with offers following a production request?
STEPS Go to “Production“ > “Request/order“ an choose one request Click the Button “Create offer” Choose a “Supplier“ from the list, add “Comments“ (e.g. “too expensive“), specify the offer price in “Amount“ and/or upload the…
How can I subscribe to a calendar using Google Calendar?
Use Cases » CALENDAR » How can I sync/subscribe to calendars? » How can I subscribe to a calendar using Google Calendar?
General How to subscribe to the TEAMBOX.calendar and view calendar events in your personal Google Calendar Subscribing = one-way communication between TEAMBOX and Google Calendar, changes can only be performed in TEAMBOX Steps Select ‘Subscribe’ in…
How can I sync a calendar with an Android phone?
Use Cases » CALENDAR » How can I sync/subscribe to calendars? » How can I sync a calendar with an Android phone?
General info Card and CalDAV synchronisation on Android is only supported via third-party apps – none of these (as far as we’re aware) are free of charge. Thus, we recommend using the app “DAVdroid”. URL: https://www.davdroid.com PlayStore:…
How can I assign permissions to roles?
Use Cases » ADMIN » How can I assign permissions to roles?
General information To assign specific permissions to a role, you first have to create the role in “Admin” HINT: the roles should be created according to a permissions hierarchy (see the respective use case on roles for more information) – this will…
Which insights can I gain from forecasts?
Use Cases » FINANCES » Forecast » Which insights can I gain from forecasts?
Preconditions at least one existing forecast Steps Go to “Finances“ > “Forecast“ At the drop-down “Comparison values“, select at least one forecast (e.g. ‘Actual 2016’) => The table will now display three different values…
How can I sync/subscribe to calendars?
Use Cases » CALENDAR » How can I sync/subscribe to calendars?
General TEAMBOX enables you to sync your agency calendar with other calendars. Unfortunately, different kinds of hard- and software operate differently, which is why intevo.websolutions has come up with the most flexible solution. Syncing is optimized or, whenever…
How can I approve an outgoing invoice?
Use Cases » FINANCES » Outgoing invoice » How can I approve an outgoing invoice?
Preconditions A valid outgoing invoice has been created and assigned to you The new outgoing invoice shows up as a message in your notifications OR can be found in “Finances” > “Outgoing invoice” by filtering for outgoing invoices with…
How can I bill an OOP manually?
Use Cases » FINANCES » Incoming invoice » How can I bill an OOP manually?
Preconditions HINT: This option is only available for ‘Out of Pocket’ invoices with the following status: “Billed” "open"* _and_ *"Status" “paid” Steps Go to “Finances” > “Incoming invoice” and…
How can I work with public holidays?
Use Cases » CALENDAR » How can I work with public holidays?
Using pre-defined holidays Based on your installation, your system comes with a set of pre-defined public holidays specific to your location that you may want to adapt: Go to “Calendar” > “Holiday selection” Select (deselect) all holidays…
How can I track my work hours?
Use Cases » TIME TRACKING » How can I track my work hours?
Preconditions Depending on your installation, “Attendance” may / may not be displayed here (see first step below) Steps “ATTENDANCE” Navigate to “Time tracking” > “Entry” => “Attendance” is displayed…
How can I move time tracking entries?
Use Cases » TIME TRACKING » How can I move time tracking entries?
Preconditions depending on the user’s permissions, he/she may or may not be able to move existing records Steps Select the relevant time entry at “Time tracking” > “Entered time entries” Click “Move” at the bottom of…
How can I evaluate time tracking entries?
Use Cases » TIME TRACKING » How can I evaluate time tracking entries?
Preconditions existing time tracking records in your system Steps Go to “Time tracking” > “Report (BETA)” Filter for a client, area, job, employee, … to display all time tracking related figures HINT: the filter options here are…
How can I create or edit tags?
Use Cases » ADDRESSES » How can I create or edit tags?
General information PLEASE NOTE: a newly installed TEAMBOX does not display any tags in “Tags“ as these are individual per client and should be custom defined by you/your adminstrator(s). Steps Use “Quick search“ or “Extended search“ to…
How can I create an OOP Invoice?
Use Cases » FINANCES » Incoming invoice » How do I create a new incoming invoice? » How can I create an OOP Invoice?
General information Use “Out Of Pocket (OOP)” invoicing for cases in which the agency first pays the services provided by a supplier out of its own pocket and then charges the client for that as part of the agency’s invoice. Steps Go to…
How can I create an advance invoice?
Use Cases » FINANCES » Outgoing invoice » How can I create an advance invoice?
Preconditions a previously created job Steps Go to “Finances” > “Outgoing Invoice” Select a job and filter the results by “Budget year”, “Client”, “Area” and “Job” and click…
How do I create a template for estimates?
Use Cases » FINANCES » Estimates » How do I create a template for estimates?
Steps Go to “Finances” > “Estimates” and open any job Click the link “new estimate” at the end of the list In the estimate, click the check box “save as template” => Additional options are being…
How can I request address data via LDAP?
Use Cases » ADDRESSES » How can I transfer address data? » How can I request address data via LDAP?
General LDAP (i.e. Lightweight Directory Access Protocol) provides a simple way to request and use address data such as phone numbers, email addresses etc. from TEAMBOX using you PIM (= Personal Information Manager, e.g. Outlook, Entourage, Apple contacts, Apple…
How can I transfer address data via CardDAV?
Use Cases » ADDRESSES » How can I transfer address data? » How can I transfer address data via CardDAV?
General Using CardDAV means that address data from TEAMBOX can be transferred to CardDAV-friendly devices, such as devices operating with Mac OSX. Windows clients only support CardDAV in combination with EMClient (email client and calendar software for Windows…
How can I customize my “Messages”?
Use Cases » GENERAL » MESSAGES » How can I customize my “Messages”?
General info Users can define the priority of each message (category) themselves. Steps In the main navigation bar, click the “Messages” icon in the upper-right corner At the bottom of the page, click “Settings” => A new window opens…
How can I manually bill an outgoing invoice?
Use Cases » FINANCES » Outgoing invoice » How can I manually bill an outgoing invoice?
Steps Search for / filter for your outgoing invoice (e.g. “Status” == “finalized”) Double-click the line featuring your invoice At the end of the new page, click “Payment” In “Payments”, you can now either…
Where do I find TEAMBOX modules and their core features?
Use Cases » GENERAL » Where do I find TEAMBOX modules and their core features?
Steps 1. All of the TEAMBOX modules (e.g. “Addresses”, “Jobs”, “Finances” etc.) are accessed via the main navigation bar at the top – on mouseover, each module’s core functionalities are displayed: 2. Clicking a…
How can I create invoices from the billing list?
Use Cases » FINANCES » Billing list » How can I create invoices from the billing list?
Steps Select the relevant job from the list by clicking its line Click the button “Create invoice“ at the bottom of the page PLEASE NOTE: You can also select several lines from the list by using the usual keyboard shortcuts When the “Create …
How can I customize my TEAMBOX cockpit/start page?
Use Cases » GENERAL » How can I customize my TEAMBOX cockpit/start page?
General information When you navigate to the TEAMBOX main page (i.e. “cockpit”), you might see several info boxes (i.e. “widgets”) which display core information/functionalities or glimpses into larger data sets for several TEAMBOX…
How can I finish my day using time tracking?
Use Cases » TIME TRACKING » How can I finish my day using time tracking?
Preconditions existing time tracking records for the day that needs to be completed Steps All entered data is displayed in “Entered time entries” (displayed towards the bottom of the page) Check all data and click “Close” at the bottom…
How can I activate ‘work entry control’?
Use Cases » ADDRESSES » How can I activate ‘work entry control’?
General information In order to encourage employees to record their work hours in the system, the “Work entry control“ can be (de)activated for each user. This means that, for regular intervals during the logged-in session, a pop-up reminder is displayed to…
How can I accept an offer and create a production order from it?
Use Cases » PRODUCTION » How can I accept an offer and create a production order from it?
Preconditions An offer was created in the TEAMBOX STEPS Go to “Production“ > “Document search” Browse the job and scroll down to “Production requests/orders“ and choose one request You are in the “Offers” tab Click on the button…
Which settings can be defined / customized for activities?
Use Cases » ADMIN » Which settings can be defined / customized for activities?
Steps Go to “Settings” > “Activities” Define / change the following settings according to your preferences: “Use tasks for Activity“ => enable using tasks for work packages “Use start date” => enable using activity start dates…
How can I visualise open services in the billing list?
Use Cases » FINANCES » Billing list » How can I visualise open services in the billing list?
Preconditions Existing job with time tracking entries that haven’t been billed yet Steps Browse an existing job, area or client (depending on which level you want to define the automatically recurring expenditure for) and click “Agency…
How can I combine new cost types, services and rates?
Use Cases » ADMIN » How can I combine new cost types, services and rates?
General information Once the cost type, service and rate have been created, they must be combined in order to be used in the system (e.g. in time tracking or when creating a new estimate calculation). Steps Go to “Admin” > “Services admin” >…
What information can I see in “Resource Plan”?
Use Cases » ACTIVITIES » What information can I see in “Resource Plan”?
General information “Resource Plan” gives you a concise overview of your staff’s overall workload. For each employee, all their activities are displayed as clickable links to facilitate changing the activities when resource conflicts arise. The…
How can I copy work packages or move their deadlines?
Use Cases » ACTIVITIES » How can I copy work packages or move their deadlines?
Preconditions Go to “Activities” > “Activity list” There are existing activities in your system Steps Copying via “Current selection” Filter for specific activities and (multi-)select one or several activity/activities in…
How can I migrate data from one job to another?
Use Cases » JOBS » How can I migrate data from one job to another?
General information PLEASE NOTE: the following (financial) data cannot be migrated: Finalized, exported and EDI invoices cannot be migrated Exported and EDI out of pockets cannot be migrated Preconditions existing job with migratable…
How do I create a job?
Use Cases » JOBS » How do I create a job?
To access further information on this topic, please click this link: How do I create a job?
How do I create a job?
First Steps » JOBS » How do I create a job?
Jobs are created using the module “Jobs” > “Job Management”, provided that a client has already been created (see How do I create a new contact for more details) an area has been created for that client Open “Job Management” and select a client from…
What other information can I access from the main navigation bar?
Use Cases » GENERAL » What other information can I access from the main navigation bar?
Steps Enter a name (e.g. last name) in the “Address search” (no 1) => You are taken to the contact details page (for any matching contact) or to “Addresses” > “Quick search” (when there are no matches) Click the question mark…
How can I create staff expense bills and add relevant receipts?
Use Cases » EMPLOYEES » How can I create staff expense bills and add relevant receipts?
Steps Go to “Employees“ > “Staff expense“ At the end of the page, click “New billings“ => A new window called “Staff expense“ has opened up Optionally, you may change the issuing “Employee“, “Date“ or “Description“ Click “Save“ =>…
How can I change pricing on different levels (client, area, job)?
Use Cases » JOBS » How can I change pricing on different levels (client, area, job)?
General information Prices can be changed in the tab “Rates” for each level (i.e. client, area, job) If specific, agency-global rates are not applicable for a certain client, these can be deactivated (per client) Rates are inherited from the higher onto the…
How can I export activities/gantt data as Excel/PDF file?
Use Cases » ACTIVITIES » How can I export activities/gantt data as Excel/PDF file?
Preconditions existing activities Steps Go to “Activities” > “Gantt chart” Filter/group/visualize/change the data according to your needs Click the button “PDF” at the bottom of the page Choose the export language and…
How do I create a new area?
Use Cases » JOBS » How do I create a new area?
To access further information on this topic, please click this link: How do I create a job?
How do I add a new company?
Use Cases » ADDRESSES » How do I add a new company?
Steps Go to “Addresses“ > “Add company“ Specify the “Company name“ and enter the “First name“ and “Last name“ of the associated contact At the bottom of the page, click “New“ => A duplicate check for the company name…
How do I add a new employee?
Use Cases » ADDRESSES » How do I add a new employee?
Steps Either, … go to “Addresses“ > “Add person“, specify the employee data and select “Employee“ from the drop down “Status“ OR go to “Employees“ > “Add employee“ and specify the employee details At the…
How do I create a new offer?
Use Cases » FINANCES » Estimates » How do I create a new offer?
For instructions on how to create a new offer, please go to: How do I create a new offer?
How do I look up a contact?
First Steps » ADRESSES » How do I look up a contact?
Either by simply entering the person’s or company’s name in the search bar in the upper-right corner Using the module “Addresses” > “Quick Search”: select the client from the drop-down or enter a keyword
How do I create a new contact?
First Steps » ADRESSES » How do I create a new contact?
Using the menu bar, navigate to “Addresses” > “Add Company” Enter the relevant company details (name, contact) and click “New” Select a role from the dropdown “Status”, such as “Client” Enter the client’s “Code / Number” in the extra…
How do I create a new offer?
First Steps » FINANCES » How do I create a new offer?
Preconditions: a correctly created job Go to “Finances” > “Estimates” Choose a job by filtering results by budget year, client, area and job, and click “select” For the very first estimate for this job, the general settings will be displayed; you…
How can I display what kind of information in the job overview?
Use Cases » JOBS » How can I display what kind of information in the job overview?
Steps In “Jobs”, select a job using the job selector In the upper part of the job overview, job-related information such as “Description” and “Status” (the only two mandatory fields) are displayed as well as optional data such as…
How do I find or select a job?
Use Cases » JOBS » How do I find or select a job?
Using the ‘job selector’ Clicking the star icon shows the latest favourites (i.e. the last set of jobs for which services have been recorded) You can use the search via keyboard or mouse Clicking “Client list” will display all available…
How do I create a new incoming invoice?
Use Cases » FINANCES » Incoming invoice » How do I create a new incoming invoice?
For instructions on how to create a new incoming invoice, please go to: How do I create a new incoming invoice?
How do I create a new outgoing invoice?
Use Cases » FINANCES » Outgoing invoice » How do I create a new outgoing invoice?
Click here for detailed instructions: How do I create a new outgoing invoice?
How do I find or select a job?
First Steps » JOBS » How do I find or select a job?
Go to the “Jobs” module and use “Job Management”, “Job Report” or “Job Portfolio” HINT: in “Job Management”, there are different ways of selecting a job from your list of clients: Click the client’s name, select the tab “Jobs” >…
How do I create a new incoming invoice?
First Steps » FINANCES » How do I create a new incoming invoice?
Go to “Finances” > “Incoming Invoice” Click the button “New” to create a new “Out of Pocket” invoice or “Third Party Invoice” (choose the relevant option from the field “Invoice Type”) Specify the “Supplier” and enter the “Invoice…
How do I create a new outgoing invoice?
First Steps » FINANCES » How do I create a new outgoing invoice?
Go to “Finances” > “Outgoing Invoice” Choose a job by filtering results by budget year, client, area and job, and click “select” Now, choose “Agency Invoice” or “Advance Invoice” and click “create new” Several fields might be already…
How can I change the status of an incoming invoice to “paid”?
Use Cases » FINANCES » Incoming invoice » How can I change the status of an incoming invoice to “paid”?
Steps Go to “Finances” > “Incoming invoices” and search/filter for the desired invoice => HINT: For example, expand the detailed filter options and filter for all invoices with the “Status” “finalized” From the list,…
How do I track time for an activity from within the activity list?
Use Cases » ACTIVITIES » How do I track time for an activity from within the activity list?
General information For more information on time tracking see also: time tracking / work time records Steps Go to “Activities“ => “Activity list“ Choose one of your own activities and mouse-over this activity’s line => a small clock icon appears…
How do I plan an activity?
Use Cases » ACTIVITIES » How do I plan an activity?
Please see First Steps: ACTIVITIES for more information on this topic.
How do I edit contact details?
First Steps » ADRESSES » How do I edit contact details?
By clicking the icon (OR via drag & drop) you can upload a logo or picture for that contact Clicking “Edit” in any section enables you to add and save more information for that section in a new page (such as addresses or telephone numbers) In the client…
How do I plan an activity?
First Steps » ACTIVITIES » How do I plan an activity?
Precondition: a correctly created job (see How do I create a job? for more details) Open “Activities” > “Activity List” and use the search bar to locate the relevant job In the results list, click the green plus icon next to the selected job to create a…