Create and Manage Company Billing Classifications Background The process below describes how to manage company billing classifications. The classifications are used to apply rates to timesheet entries (in addition to Expense Types). Process 1) Click ORG 2) Under “Member” Contacts or External Contacts click Billing Classifications Click on picture to enlarge 3) Check the billing Read More …

Create and Manage Internal and External Company Departments Background The process below describes how to manage internal and external departments Process 1) Click ORG 2) Under “Member” Contacts or External Contacts click Departments Click on picture to enlarge 3) Check the department doesn’t exist by filtering grid on either code or title. 4) Add, edit, Read More …