Financial Management

Quotes & Estimates

• Setting and Reviewing Project Baseline
• Configuring Currencies
• Managing rate cards in projects
• Configuring your rate cards

Budgets

• Time & Material Budget Calculations
• Reviewing your Project Budget
• About Internal Hourly Cost and how it works
• Overview of Retainer Budget Type
• Overview of Time and Material budget type
• Overview of budget types

See all 8 articles

Expenses

• Submitting your expenses
• Defining your expense categories

Invoicing

• Creating invoices for your customers