Support & Documentation

User Guide

• Getting Started

  • Configure General System Settings
  • Create Billing Types (optionally)
  • Create Leave Types (optionally)
  • Create Tasks
  • Create User Accounts

• Registration of Time Expenses

  • Overview
  • Enter Your Time-Track for the Current Week
  • Enter and Modify Your Time-Track for the Selected Date/Week
  • View Your Time-Track for a Selected Month
  • Delete Reported Time-Track
  • Remove Tasks from the Enter Time-Track Interface
  • Complete Tasks from the Enter Time-Track Interface
  • Enter and Modify Time-Track for Other Users

• Locking and Unlocking Time-Track History

  • Overview
  • Lock Time-Track History
  • Unlock Time-Track History

• Task, Project, and Customer Management

  • Overview

  • Project & Customer Management

    • Browse Active Projects and Customers
    • Edit Project & Customer Descriptions
    • Create New Customer
    • Create New Project
    • Edit Information of Active Customers
    • Edit Information of Active Projects
    • Archive Projects & Customers
    • Browse Archives
    • Edit Information of Archived Customers
    • Edit Information of Archived Projects
    • Restore Projects & Customers from Archives
    • Delete Projects & Customers

  • Task Management

    • Browse Open Tasks
    • Edit Task Deadline When Browsing Open Tasks
    • Edit Task Description When Browsing Open Tasks
    • Create New Tasks
    • View Open Task
    • Add and Edit Comments for an Open Task
    • Edit Open Task
    • Complete Tasks
    • Browse Completed Tasks
    • View Completed Task
    • Edit Completed Task
    • Re-open Tasks
    • Delete Tasks

• Reporting

  • Overview

  • Time Reports

    • Staff Output Report
    • Time-Track In Detail Report
    • Estimated vs. Actual Time Report
    • Overtime Report
    • Leave Time Report

  • Cost & Billing Reports

    • Billing Report
    • Cost Report
    • Profit/Loss Report
    • PDF Invoices

  • Working With Report Configurations

    • Create New Report Configuration
    • Load Report Configuration
    • Update Report Configuration
    • Delete Report Configuration

• System Administration

  • Overview

  • Billing Type Management

    • Browse Billing Types
    • Create New Billing Type
    • Set the Default Billing Type
    • Edit Billing Type
    • Change Order of Billing Types
    • Delete Billing Type

  • Leave Type Management

    • Browse Leave Types
    • Create New Leave Types
    • Edit Leave Type Parameters
    • Change Order of Leave Types
    • Delete Leave Type

  • User Management

    • Browse System Users
    • Create New User Account
    • Edit User Information and Access Rights
    • Update User's Password
    • Modify Own Information and/or Password
    • Disable User Account
    • Enable User Account
    • Delete User Account

  • Management of Work Schedule and System Settings

    • Configure Working and Nonworking Days
    • Adjust General System Settings