Getting Started - an introduction to new users

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We have written our code for modern browsers. We currently support the following releases or newer.

Anatomy of a Timesheet

Here are the features of the timesheet grid

Entering Time Slips

The most common things users do is enter time. We have made it both simple and comprehensive.

Quick Search

Need to find a record right now? Use our quick search feature.

Running Quick Reports

Quick Reports let you turn any list view into a printable or downloadable report in just a few clicks. You can run them from time reports, projects, invoices, consultants, and many other areas of the system.This article explains how Quick Reports work and how to generate one using queries and column sets.

Building and Using Queries

Queries let you decide exactly which records you’re viewing in any module. You can think of queries as saved searches that pull the right data from the database—whether you’re working with companies, contacts, projects, time, invoices, or more. This article explains how queries work, how to build them, and how to save and reuse them.

Creating and Using Saved Reports

Saved Reports allow you to build a report once and run it again and again with a single click. Unlike Quick Reports, Saved Reports store their own queries, column sets, and summaries—making them ideal for payroll, billing, and recurring internal reviews.This article explains how Saved Reports work and walks through creating, running, and editing them.

Address Book Picker

What in the world is a Picker? This is a tool that gathers records from the Address Book to allow you to select a Company, Contact, or Address.

Jumping to Related Records

You can navigate to related records quite easily. This is a feature that is unique and can be very powerful for users.

Tip - The Side Panels

You have control over the width of your side panels - the main navigation and the list view drawer.