ProjectsManage and invoice projects with the powerful Project Management Feature. Track time spent on tasks and bills your customers. Ability to assign multiple staff members on tasks and track timer per assigned staff. Add task followers even if the staff is not project member. The staff member will be able to track the task progress without accessing the project. Great copy feature which will spent you time doing the same assignes and tasks for each projects. Ability to copy the milestones.
You will be able to link the invoice to project manually without first going to the Fin bank  area and clicking on the Invoice and select Project button. 1.    Go to FIN-BANK  -> Invoices and click Create New Invoice 2.    Select Client 3.    A dropdown with projects will be shown below the customers select field      (If no projects associated with the selected clients the dropdown with... Read More
Project Timesheets are all started timers for tasks related to specific project.To view all project timesheets while viewing the project click on the Timesheets tab.You can view and sort all timers that are in progress or stopped, all timesheets are linked to staff member and task.Add new timesheet manuallyWhile you are in the timesheets follow the steps:Click on the button TimesheetSelect start time and end time from the calendar.Select projectWrite reason for editClick on update
To create new project go to PM and click on project sites from the aside menu and click         New Project on the top left button.Project Name – The Name of the project and  Select ClientBilling Type – there is 4 billing types for the projects. (auto selected from the most used billing type) NOTE: Billing type cant be changed if any billed tasks found for the project.Fixed CostProject Hours – Based on project total billable hoursTasks Hours –... Read More
Goto- FIN-BANK Click on Dashboard you can view the incomereports and Income expenses option for consysa
Invoicing project is recomended to do only from the project area via the Invoice button on the top right side to keep track of all invoices created for the project.
Project activity is feature where can be track the activity of the project.There is a way project activity from being your clients Goto PM click on allprojects and select the one project click on Activity