Tips & Tricks | Help Center — Plan hours, track them, invoice them. Set up in under an hour.

Full-time salary input, vacation suggestions, employer cost view, new configurations for changes, and annual rate review.

Acknowledgment tracking, expiry calendar, Wiki for processes, categories, and access management.

Link to original invoice, partial credits, VAT handling, numbering, and financial impact.

Check payments first, exclude exceptions, adjust tone per level, track reminder history, and handle disputes.

Pre-run checks, period locking, 13th salary timing, QST categories, and export for accounting.

Reusable positions, visual colours, staffing limits, and keeping the list lean.

Short team names, multiple memberships, team leads, cross-team scheduling, and regular reviews.

Complete addresses, location-based schedules, meaningful names, and usage in reports.

Consistent product codes, deactivation over deletion, categories, and price management.

Link expenses to vendors, keep contact data current, and use vendor filtering for budget analysis.

Client-specific rates, multiple contacts, payment terms, notes, and financial overview.

Complete profiles before generating, preview first, amendment templates, duplicating, and annual template review.

CSV bulk import, no-account employees, contract history, document expiry tracking, and archiving.

Quick tips for faster time entry, checking your hour balance at a glance, and fixing missed clock-outs.

Skip a cycle for holiday months, duplicate templates for similar clients, set owner reminders, and monitor the generation log.

Build reusable templates, collect signatures on a tablet, import work report items into invoices in one action.

Define custom fields before you start, schedule maintenance proactively, and unassign assets before offboarding employees.

Use the AI planner to draft a roadmap, link projects to clients for one-click invoicing, and archive finished projects.

Forward receipts by email, let auto-approval handle small expenses, enter gross amounts, and batch-mark reimbursements paid.

Let AI polish your line items, import hours in bulk, configure document defaults once, and track offer acceptance in real time.

Share invite links for external recruitment, bulk-approve applications, and archive completed events to keep your list clean.

Speed up schedule building with bulk fill, use open shifts for self-organising teams, and publish partial weeks intentionally.

Practical tips for checking your balance, reporting sick leave quickly, and spotting coverage gaps before submitting.