Help Center
Categories
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Frequently Asked Questions
Can you already find the answer to your question here?
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Service releases
Releases related to the use of software and services.
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Release Notes
Learn all about our latest feature updates and new releases.
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Getting Started
Things you need to know to quickly get up and running.
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My Tools
Learn how to customise your profile and use the My Day dashboard.
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Dashboard
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Account Management
Learn how to manage your accounts, contacts and users.
- Asiakkaan laskutusasetukset
- Accounts Overview
- Accounts: list view
- Add a new account in Taimer
- Sync Account data from Suomen Asiakastieto
- Add files and attachments to accounts and projects
- Contact persons overview
- Add memos & attachments to a contact card
- Users' (employees') details Show all articles
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Project & Sales Management
Learn all about sales and project management features.
- Projects Overview
- Create a new project in Taimer
- Project specific invoicing details
- Set up activities
- Manage reasons of won and lost deals
- Special Permissions
- Add a lead and close the deal
- Manage your sales pipeline
- Pipeline stages and probability percentages
- Internal hours and expenses
- Manage internal costs & company expenses
- Automated invoicing
- Note to the invoice creator
- Create scheduled invoices or payments
- Create a copy of an existing project
- Make bulk or mass edits to projects
- Create a purchase order from quote
- Sending quote for approval
- Create sales quotes and estimates
- Convert a sales quote to an invoice
- Sales quote's proposals
- Create quote copies and build templates
- Revenue Recognition
- Build forms to collect project data
- Project hours report Show all articles
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Time Tracker
Learn how to track hours, manage approvals and how to invoice hours.
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Resource planning
Learn how to assign and allocate tasks, track hours to tasks and manage utilisation.
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Invoicing
Learn all about invoicing
- Invoicing
- Problem: Cannot view project materials in the invoice
- Invoice using a blank template
- Add project invoicing history report to an invoice
- Invoicing list view
- Project invoice
- Expenses & Travel Expenses
- Track Expenses
- Add an expense and send for approval
- Choose a Payment Type for an Expense
- Invoice expenses and claim reimbursements
- Add a travel expense and send for approval
- Automate billing
- How to add a Purchase Order
- Add bills and associate it with a specific client and project Show all articles
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Reports
Get real-time insights on project sales, hours, invoicing, forecasts, profit & loss and more...
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Product Management
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Settings
- Update your company details
- Supervisors
- Users employment details
- Create user permission groups
- Add and delete users
- User's work hours and hour balance
- User and group permissions
- Define your account settings
- Import existing accounts to Taimer
- Categorize expenses by an expense type
- Travel expense settings
- Invoicing settings
- Configure activity types
- Configure project settings
- Define invoicing method for won deals
- Job types and professional titles
- Set the description field as mandatory in time tracking
- Add and update holidays
- Employment templates
- Hour balance
- Overtime and overtime balance
- Edit back-dated time entries
- Product settings - Product categories and product units.
- Show product code & units on invoice rows
- Resourcing Settings: Task priority and types
- Tag management
- Event log Show all articles
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Integrations
Connect the apps you use everyday to automate your work and be more productive.
- Accounting software integrations
- Quickbooks integration with Taimer
- Maventa integration
- Merit Aktiva integration to Taimer
- Procountor integration to Taimer
- Heeros Sales Invoices and Heeros Purchase Invoices Integration
- Calendar Functions
- Google Calendar integration with Taimer
- Office 365 integration to Taimer
- Electronic invoicing integrations
- DocuSign Integration with Taimer
- HubSpot integration to Taimer Show all articles
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Mobile applications
Download the iOS and Android apps to boost productivity on the go.
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Subscription & Billing
Manage seats and licenses and how to edit payments and view billing history.
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Support & Training
Get help with your onboarding, book a demo and answer your sales inquiries.
