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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

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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?

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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)

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