Financial Management

Quotes & Estimates

• Setting and Reviewing Project Baseline (Pro and Plus only)
• Configuring Currencies
• Managing rate cards in projects
• Configuring your rate cards

Budgets

• Revenue Recognition for Fixed Price Projects and Retainers
• Manual revenue recognition
• Time & Material Financials Calculations
• Reviewing your Project Financials
• About Internal Hourly Cost and how it works
• Overview of Retainer Budget Type

See all 10 articles

Expenses

• Submitting your expenses (Pro and Plus only)
• Defining your expense categories (Pro and Plus only)

Invoicing

• Invoicing retainer periods in advance
• Creating invoices for your customers (Pro and Plus only)