Go to Settings > Addons.
This is an advanced feature that's based on an algorithm which calculates overhead cost per hour. The cost is calculated based on the number of people in your company and the fixed facility cost we will ask you to put in manually.
Once activated you can find additional overhead settings in Settings > Cost overhead.
This will enable the Productive email inbox. You will also get a unique email address that you can add to BCC when emailing clients.
Once activated you will find the Emails within Contacts in the main navigation.
If you don't want to use Invoicing in Productive, you can simply turn it off here. Keep in mind that turning invoicing off will remove a lot of useful functionality from your account such as:
- Automatic invoice creation based on budget status
- Revenue recognition based on invoice date
- Tracking payments
- All reporting revolving around Invoicing
This will activate the multiple boards feature. Boards are used in Project management. Activating multiple boards will allow you to split up your project in sprints, for example.
Do you have offices in different countries or physical addresses? Need to invoice using these different addresses? Is your agency a group of smaller agencies? You should probably consider using the subsidiaries addon, which will allow you to invoice from multiple addresses.
Billable time approval
Turning this off will completely remove any need to approve time in your account. If the feature is turned on, then your Project managers will need to approve billable time before any changes are reflected on budgets people log time against.
Time on tasks
In Productive, you log time against budgeted services. However, if clients want to see more granular time sheets, where each time entry is linked to a task within Project management, you can turn this on to give your people the ability to attach tasks to time entries.
Time tracking estimate
This is a useful addon if you want your teammates to see how much time is left on a certain service when they log time. They won't see any financial information. Only the actual tracked time against the internal estimate.
Automatic time tracking
Turning this on will be useful for companies who plan their people's time, but don't need them to submit time sheets too. The time sheets will be automatically created based on scheduled time.