Category: Settings

To create a Tax Rate, populate the following fields: Name – name for reference. Tax Rate % – the percentage for this […]

Payment Terms To create a Payment Term, populate the following fields: Name – name for reference. Calendar Days – set the period […]

To create an Email Template, populate the following fields: Email Template Type – select a type of the template: (required) For Report – the template […]

Under Settings tab, you can view, add or edit Currencies, Pricing Item Types, Logos, Payment Methods, Payment Terms, Tax Rates, Attorney Information, […]

To add a custom Pricing Item, populate the following fields: Type – select the billing category to which your custom task belongs to […]

To add a Logo, populate the following fields: Name – The name of the logo. Logo – upload a file.

To view the Data Tier, navigate to Data Tiers tab. Click Edit option to change its size.

Timekeeper – Timekeeper value appears in ExportData.xlsx. (optional) Customer Code – Default Name: Default. You can add your customer code here to […]

Edit the Repository entry to chose the formula which specifies how the Repository workspaces billable size will be adjusted. You can choose […]

This setting refers to Invoicing functionality. To add Invoice Template, populate the following fields: Template Name: this name is for internal information, not […]

This setting refers to the Invoicing functionality. To add Invoice Information Field, populate the following fields: Field Type: Attorney Info – the […]

This setting refers to the Invoicing functionality. Adding Attorney Information fields allows you afterwards to create Invoice Mappings. To create Attorney information […]