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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 and Assignment configuration fields
Project Attributes
To view a Project's attributes:
Go to the Project's main page
On the Deta
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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 close the Project in Apex Bus
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Creating and Managing Milestones
Creating Milestones
A separate milestone will need to be created for each milestone for the projec
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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:
Bil
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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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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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Project Budget and Billings Notifications
Apex Business has a few key notifications setup to help Job Managers track spend on their jobs, and
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Job Manager Workspace Overview and Guide
The Job Manager Workspace serves as a one-stop-shop for a job manager to get an overview of the curr