Account Configuration

Company Settings

• Admin: A quick-start guide to setting up your Company
• Configuring your Company Details
• Setting Company-wide Working Hours
• Managing your Account Setup
• Subscription

Structure & Roles

• Adding and Managing Departments
• Adding and Managing Teams
• Setting up your Company's Roles
• Setting up Skills and Levels

Financial Configuration

• Configuring your Rate Cards
• Defining your Expense Categories
• Configuring Currencies
• Setting your Budget Tolerance
• Invoicing Settings

Custom Fields, Labels & Priortization

• Understanding Labels
• Setting up your Labels
• Configuring Custom Project Priorities

Time & Scheduling

• Overview of Time Management Settings
• Holidays

Clients & External Data

• Adding and Managing Client Profiles
• Using API Keys
• Importing Data into Forecast
• Managing Integrations

Notifications & Communication

• Managing your Company Notifications