Organisation Settings

What is a Tax ID?

Written by Stjepan Šandor
Updated this week

Single Sign-On (SSO)

Set up SSO for your organisation

Written by Stjepan Šandor
Updated over a week ago

Enable SSO using GSuite

Set up single sign-on using GSuite

Written by Stjepan Šandor
Updated over a week ago

Custom Categories for Insights

Create a custom category for reports created in Insights

Written by Stjepan Šandor
Updated over a week ago

Service types

Service types define what you sell to your clients. Define service types as cost centres on which employees track time on each budget.

Written by Kresimir
Updated over a week ago

Enable SSO using Okta

Set up single sign-on using Okta

Written by Stjepan Šandor
Updated over a week ago

Holidays and Time off settings

Change your Holidays or add paid and unpaid events in Scheduling settings.

Written by Kresimir
Updated over a week ago

Sales pipeline stages

Sales pipeline stages tell you where the leads are in your sales process. You can customize pipeline stages depending on your flow.

Written by Kresimir
Updated over a week ago

Creating Custom Fields

Learn how to create and modify custom fields

Written by Stjepan Šandor
Updated over a week ago

Placeholders

Use Placeholders to plan and add virtual users to Scheduling

Written by Stjepan Šandor
Updated over a week ago

Document settings

Set up different document types for proposals, invoices or budgets. Document types are used when generating PDF exports.

Written by Kresimir
Updated over a week ago