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How to approve time and expenses
TABLE OF CONTENTS
Notifications Setting up notifications
Things to check when approving
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Key project fields
TABLE OF CONTENTS
Project Attributes
Notifications and Caps
Under the 'Project Threshold Ale
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How to Close a Job / Project in Apex Business
When a job ends, there are a couple of updates that need to be done to the Project in Apex Business:
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Creating and Managing Milestones
TABLE OF CONTENTS
Creating Milestones
Creating the milestone
Assign staff to milestone
Bil
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How to track job actuals (financials)
There are a few key ways you can monitor job actuals and financials in Apex Business.
TABLE OF
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Customising Invoices
There are a variety of ways you can control the output of the invoice for your job:
Address
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Creating Miscellaneous Adjustments
If you need to add a billable or credit amount to your project, outside of the standard billable ite
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How to use the resource and project planners
The Resource and Project Planners in Apex Business allow you to easily see how resources are schedul
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Setting a Delegate in Apex Business
This article will demonstrate how to set up someone as a delegate, which allows them to approve time
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Daily Job 'Hours to Days' Rule
For assignments where the "Bill Rate is Daily Rate" checkbox is ticked, the system will convert the