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Expenses Questions
Timesheet and Expenses Approval
#317
00:03:38
Using restricted Custom Fields it is possible to put an approval process in place for Timesheets and Expenses
2 people found this useful.
Expenses
Timesheets
Tips from Power Users
How to Use the Supplier Rate to More Quickly Create and Track Expenses
#289
00:01:33
The supplier rate applies to contacts tagged as supplier. You can place a rate and when you create an expense and select a supplier, then the hourly rate will be automatically inserted into the expense. Also, the report “Finances: All Expenses” can show you how much you’ve purchased from a given supplier over a given time frame.
1 people found this useful.
Expenses
Getting Started Series: Finances & Billing
#179
00:02:19
Integrated billing tools keep everything tracked for you. Capture billing information from timesheet, projects, products, expenses & subscriptions. This is only possible when you combine projects + products + CRM + Billing in the single application. WORKetc - ONE application for everything.
1 people found this useful.
Getting Started Series
Invoicing / Billing
Expenses
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