Timer Extension

Timer Icon in your Browser In Google Docs How Timer Button works for Trello How Timer Button works for Asana How it works for Jira Where can I find those time entries? Timer Icon in your Browser Available for Google Chrome and Mozilla Firefox browsers. You can upload it for Mozilla […]

Invoice in PDF/A3 ZugFerd format

This Invoice Format is available only for our German, Swiss and Austrian customers (your company needs to be registered in one of these countries). To save an invoice as ZugFerd you can on the invoice preview (Sales -> Invoices): And then to be able to send the invoice in ZugFerd format to […]

Italian Invoice XML

Italy has a requirement now that all electronic invoices send by email needs to send also an XML Infomation block to an Italian exchange system. For all our Italian Customers we’ve implemented the ability to download the ‘FatturaPA’ and you can find it in the Invoice Preview Dropdown (Sales -> […]

Xero Integration BETA

The user (account owner, admin) can customize it under his Profile -> Integrations: This Integration will be for the whole company, not only for the user’s account that created this integration, so if it was done by the account owner for ex., then the admin will use the same account […]

Connect Project Time with Attendance Time

How does it work? Can other roles connect their Project Time with Attendance Time? Details Exceptions Additional Info How does it work? The account owner, the admin and the HR admin can find this option on the Staff’s Profile: By default it’s unmarked. This box means that the system allows connecting […]

API Info

An API (application programming interface) is the building blocks developers use to create software and applications. Think of it as the linking of information between one source and another and the automation of tasks between them. You will need some level of experience coding to use the API. That being […]

Zapier BETA

How does Zapier integration work? Zapier is a tool that allows you to connect apps you use every day to automate tasks and save time. You can connect any of Zapier’s 750+ integrated apps together to make your own automation, without writing any code. Each automation (called a Zap) has one app as the Trigger, […]

Vacation Request Link – abilities to approve

There are 3 ways to get a notification to approve or reject the Vacation/Leave request: Email Slack Bell First of all, please choose which one would you like to use in the Settings ->Attendance -> Vacation: Email Notification Buttons ‘Approve’ and ‘Reject’ in the email letter: when your staff members […]

Meal Allowances

If you want to allow meal allowances for your staff, simply head over to the attendance settings. First head over to the “Leave” section in the attendance settings. Add another leave reason Choose and mark “this leave type is an off-site activity” Chosse and mark “this leave type has meal […]

Why can’t I delete a Client? Invite Contacts

Why can’t I delete a client? I’m getting a “Please correct the following” error message Invite and Re-Invite Contacts Why can’t I delete a client? I’m getting a “Please correct the following” error message. You cannot delete a client if this client is associated with an active invoice, estimate or […]

Adding a Short Break Manually

You can not only clock in and out for a Short Break but also add it manually when needed. #1 and #2 – Go to Time and Projects ->Attendance -> Attendance Monitor (click on the person’s name). #3 – Click on the day you’d like to add a break to: […]

Change payment method from CC to Paypal (for old users)

We only support new subscriptions to be paid via PayPal. That means if you would like to switch to this payment method, you would have to cancel your subscription and simply re-subscribe again with PayPal instead of Credit Card. We have had a few users who have done that before. Please rest assured […]

Delete Personalized Template

Personal Templates can be easily removed (if it was never in use) with the Delete button. But what to do if you already used it for an invoice and still want to get rid of it? 1. Make sure it is not chosen as the default one:   2. Now you need […]

Import Vendors

To import Vendors go to Contacts ➝ Vendors ➝ “Import”: Or User Menu (the dropdown under your name) -> “Import Type” -> choose “Import Vendors” from the dropdown and click “Import”): Next, choose the file from your computer or download a sample (click the “See a Sample” link) to know how […]

HR Admin Powers

An HR Admin is able to create (invite) or modify (deactivate) Teams and Staff Members: They can manage the Staff from Attendance screen and the Department Calendar by viewing who’s on stage and who’s on vacation. HR Admin can approve or reject vacations, add the leave documents to the Staff’s profiles. […]

HR Admin Role

We are happy to present you a new role called HR Admin. An HR Admin can manage your staff members and teams, and can also create/read/update/delete members – except the account owner role. So if you’d like to assign someone an HR Admin Role, go to Contacts -> Staff -> Pick […]

Request Vacations/Leave/Half a Day Vacation

The easiest way to send a request for vacations (or just to  add the vacation if you are the account owner and no one has to approve it) is to go to your Absence Calendar from the Dashboard: On this page choose the month and the days (or a day) […]