I wanted to highlight the importance of the ‘Save and Email’ function when logging time worked (generating an invoice) in Your Company Portal. When generating an invoice in Your Company Portal there are two options at the end of the process: ∙ ‘Save’ stores your invoice on your portal – this function allows you to […]
Category: Logging time worked
Logging Time Worked Video
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Do I still need to tell the team when funds have cleared?
You should always notify the team of funds cleared if requested to do so. Please contact the team if you’re uncertain.
Do I still need to email timesheets and expenses?
If you’re logging time worked and submitting expenses on Your Company Portal you do not need to email timesheets or expenses to the team. You must continue to send all information to your agency/client as requested.
The difference between the Save button and the Save and Email button
When you click ‘Save’, the data will be stored on the system Clicking ‘Save and Email’ saves the data, produces an invoice and sends the invoice via email to the Contact When you log your time worked, your invoicing interface may feature a ‘Save’ button or both a ‘Save’ button and a ‘Save and Email’ button. Your company invoicing […]
Amending an invoice
Invoices generated cannot be deleted but can be amended. If you need help with this please contact the Support team. 1. Click ‘Invoices’ in the menu on your dashboard to get to your list of invoices. Select the green invoice number of the invoice you wish to amend: 2. This opens […]