Projects

These videos were recorded using US terminology, but the concepts still apply. Refer to Terminology across locales to see related terms for your location.

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2:14

Include credit card txns in project invoices

Shows how to configure credit card transactions as billable to include them in project invoices.

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3:15

Use the Standard task catalog

Shows how to add a standard task to the catalog and use it in a project.

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4:40

Preview and generate an invoice with Projects

Shows how to preview and generate an invoice using Projects.

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2:54

Assign Project resources and pricing

Shows how to use the Resource and Pricing tab to set billing rates for an employee and up charges for expenses.

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2:02

Create a fixed fee sales order with Order Entry

Shows how to create a fixed fee sales order and attach a billing template.

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8:35

Create a time and materials project

Shows how to create a time and materials project.

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5:49

Create and assign tasks

Shows how to create and assign tasks to a project.

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4:36

Create and view a revenue schedule

Shows how to create an order entry transaction and attach a revenue recognition template.

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3:43

Assign employee earning types and cost rates

Shows how to view an earning type, then assign the earning type and a corresponding cost rate to an employee.