How-To Guides

Step-by-step articles for infrequent but important tasks. Find the one you need, follow the steps, done.

Setting Up a New Customer

Create the client record, set billing terms, add contacts, and create the first project engagement.

Running a Monthly Billing Cycle

Lock the billing period, review WIP, generate invoices, send to clients, and record payments.

Merging Two Client Accounts

Combine duplicate client records, migrate all projects and time entries, and archive the secondary record.

Splitting an Account into Two Entities

When one client entity becomes two, split their historical billing and project records correctly.

Year-End Financial Close

Lock the fiscal year, run final WIP reports, export for your accounting system, and roll to the new year.

Onboarding a New Staff Member

Create the user account, set billing rates, assign to existing projects, and grant the right permissions.