Search found 7 matches

by Marie-isabel
Tue Jul 21, 2015 10:34 am
Forum: Modules
Topic: [Doku] Preferences Time Recording
Replies: 0
Views: 15864

[Doku] Preferences Time Recording

Agency/Settings/Time Logging • Available from Advisor licence type Limiting the job selection A number of options are available if you want to limit the number of job selection results: 1. Job filter settings o If you select the job filter checkbox, the types below it will be activated o All select...
by Marie-isabel
Tue Jul 21, 2015 10:14 am
Forum: Modules
Topic: [Doku] The Messaging System
Replies: 0
Views: 11064

[Doku] The Messaging System

The Messaging System • available from Time Logger licence type User authorisation: can be used by everyone Introduction In PROAD there are a number of events to which the user would want to react. Tasks are assigned, a holiday is requested, the server is shut down for mainte-nance, etc. PROAD offer...
by Marie-isabel
Mon Jul 20, 2015 12:17 pm
Forum: Modules
Topic: [Doku] PROAD Sky: Team
Replies: 0
Views: 11193

[Doku] PROAD Sky: Team

Master Data / Team • Available from licence type Admin There is a new dialogue under Master Data called ‘Team’. It can be used to group employees and freelancers based on team structures. Employees/ freelancers can be defined as team leaders. Employees/freelancers can also be defined as members or ...
by Marie-isabel
Mon Jun 22, 2015 9:09 am
Forum: Modules
Topic: The Task Manager
Replies: 0
Views: 11149

The Task Manager

• Available from the "Consultant" licence type • User right: [Extras --> Task Manager] Background The Task Manager is designed to provide an overview of all tasks that have not been allocated and all tasks that have been allocated but not completed per employee/freelancer in order to ident...
by Marie-isabel
Thu Apr 02, 2015 11:58 am
Forum: Modules
Topic: Outstanding Costs
Replies: 0
Views: 11372

Outstanding Costs

• Available from Bookkeeping licence type • Call up via menu [Accounting→Outstanding Costs] • User right: o [Accounting →Outstanding Costs] →”No right” or “Visible” Background The tool allows you to see which customer-related rechargeable and yet unbilled own work capitalised, third-party and mate...
by Marie-isabel
Mon Mar 23, 2015 11:54 am
Forum: Modules
Topic: Serial invoices
Replies: 0
Views: 11224

Serial invoices

• Available with the license type "Accountant" onwards Background Serial invoices are recurring sales invoices. Preconditions To create serial invoices we need a job with an approved offer with at least one item. The numbering for invoices must be set to automatic numbering mode. With the ...
by Marie-isabel
Thu Mar 19, 2015 10:44 am
Forum: Modules
Topic: Attendance times
Replies: 0
Views: 11326

Attendance times

• Available with the license type "Timekeeper" onwards • User right: o [User Name  My Account]  Is permitted to edit attendance times of others Background Starting 01/01/2015 all Timekeepers who fall in the national minimum wage category will have to document their attendance to meet the...