Knowledge base

Back to home

Knowledge base

Finances

Finances

Manage multi-currency payments, create worksheets and consolidated invoices.

Approving Worksheets

Invoices & Billing Cycles

General

Deferred Payouts

Higher manager

Finances - Budgets Overview

How to Allocate Budget to Managers

Proforma Invoices

Time Tracker (Organisation Owner)

Invoice Caps (Configuration)

Removing the sales tax option from your provider's onboarding process

See more

Manager

How to Add Budgets to Projects

Requesting Budget

Leftover budget in a project post completion

Worksheets & Invoices

Voiding & amending worksheets

Important dates for worksheets and invoices

Managers submitting worksheets on behalf of providers

Second Level of Approval - Payments Reviewer

Bonus Payments - how do they work?

Bulk Approval of Worksheets

See more

Provider

Submitting worksheets, expenses and getting paid

Payment Status

Proforma Invoices for Providers

How to Submit Worksheets

Where can you find your invoices?

Adding sales tax

Time Tracker (Provider)

See more