Financial Management

Invoices and Bills, Expenses & Travel Expenses

Fredi Palmgren avatar Matti Patrakka avatar Mohsen Koolaji avatar +1
48 articles in this collection
Written by Fredi Palmgren, Matti Patrakka, Mohsen Koolaji and 1 other
Invoicing

How to invoice with project invoice materials

Learn how to invoice hours, bills, expense and travel expenses, scheduled invoices, sales quotes, and products.
Emma Närhi avatar
Written by Emma Närhi
Updated over a week ago

Account invoicing details

Learn how to add invoicing details and electronic invoicing addresses
Fredi Palmgren avatar
Written by Fredi Palmgren
Updated over a week ago

Invoice using a blank template

Learn how to use Taimer's invoicing template to create an invoice in just a few clicks.
Fredi Palmgren avatar
Written by Fredi Palmgren
Updated over a week ago

Creating scheduled and automatic invoices or payments

Learn how to scheduled recurring invoices for your projects.
Fredi Palmgren avatar
Written by Fredi Palmgren
Updated over a week ago

Defining invoicing method for won deals

Mohsen Koolaji avatar
Written by Mohsen Koolaji
Updated over a week ago

Invoice settings

Learn how to define default invoice details and how to reset invoice status and delete invoices
Emma Närhi avatar
Written by Emma Närhi
Updated over a week ago

Invoice hours tracked to a project

Learn how to enable hours invoicing for a project, track hours to the project and eventually invoice the tracked hours to the customer.
Fredi Palmgren avatar
Written by Fredi Palmgren
Updated over a week ago

Adding costs to automatic invoice

Learn how to add hours, approved expenses, travel expenses, bills, and scheduled invoices to automatic invoices.
Fredi Palmgren avatar
Written by Fredi Palmgren
Updated over a week ago

Convert a sales quote to an invoice

Learn how to send an invoice directly from existing sales quotes.
Fredi Palmgren avatar
Written by Fredi Palmgren
Updated over a week ago

Cannot view project materials in the invoice

Mohsen Koolaji avatar
Written by Mohsen Koolaji
Updated over a week ago

How to add a note to the invoice creator

Learn how to add a note to the invoice creator from the project card.
Fredi Palmgren avatar
Written by Fredi Palmgren
Updated over a week ago
Expenses, Travel Expenses

Expense tracking in Taimer

Here is an an overview of how you can use Taimer's expense tracking feature to create, send and manage all your expenses from one place.
Fredi Palmgren avatar
Written by Fredi Palmgren
Updated over a week ago

Add an expense and send for approval

Learn how to create an expense, upload a receipt to an expense and send it for approval.
Fredi Palmgren avatar
Written by Fredi Palmgren
Updated over a week ago

Add a travel expense and send for approval

Learn how to create, edit, and manage travel expenses such as costs associated with commute, per diem and other expenses.
Fredi Palmgren avatar
Written by Fredi Palmgren
Updated over a week ago

Categorize expenses by an expense type

Learn how to segregate your expenses by different expense types.
Fredi Palmgren avatar
Written by Fredi Palmgren
Updated over a week ago

Approve or reject an expense

Learn how to streamline expense approvals, provide approval access to managers and supervisors, and how to approve or reject an expense.
Fredi Palmgren avatar
Written by Fredi Palmgren
Updated over a week ago

Reimburse employee expenses

Learn how to reimburse your staff for the company-related expenses made.
Fredi Palmgren avatar
Written by Fredi Palmgren
Updated over a week ago

Invoice expenses and claim reimbursements

Learn how to add an expense to a project and claim the reimbursement from the customer on an invoice.
Fredi Palmgren avatar
Written by Fredi Palmgren
Updated over a week ago

Currency, mileage, per diem, & allowances

Learn how to define the currency exchange rate, mileage, per diem and other allowances.
Fredi Palmgren avatar
Written by Fredi Palmgren
Updated over a week ago

Choosing a payment type for an expense

Learn how to set up multiple payment methods in the Expenses Settings and choose the right payment type before you create an expense.
Fredi Palmgren avatar
Written by Fredi Palmgren
Updated over a week ago
Taimer Standard & Pro users (Starter, Pro, Pro+, Team, Business, Enterprise)

Program settings: Expense payment types (Standard & Pro)

Define in Taimer whether you used your own or company card for a certain expense. (Business, Enterprise)
Matti Patrakka avatar
Written by Matti Patrakka
Updated over a week ago

Program settings: Define mileage attributes (Standard & Pro)

For travel expense reports you have to feed the mileage attributes in Taimer.
Matti Patrakka avatar
Written by Matti Patrakka
Updated over a week ago

Program Settings: Daily allowance attributes (Standard & Pro)

For travel expense reports you have to give Taimer daily allowance attributes. (Business, Enterprise)
Matti Patrakka avatar
Written by Matti Patrakka
Updated over a week ago

How to use the Expenses module (Standard & Pro)

This guideline gives you more information about the Expenses module and its features. (Business, Enterprise)
Matti Patrakka avatar
Written by Matti Patrakka
Updated over a week ago

Travel expenses: Approving expense reports includes them in the project (Standard & Pro)

The invoice does not go viral until it is approved. This is how you approve travel expenses and expense reports. (Business, Enterprise)
Matti Patrakka avatar
Written by Matti Patrakka
Updated over a week ago

Sales invoices: Bill your customers by creating invoices manually or by using project's billing information (Standard & pro)

Get income and create a new invoice manually or by using existing information from the project. (Team, Business, Enterprise)
Matti Patrakka avatar
Written by Matti Patrakka
Updated over a week ago

Sales invoices: Send invoices to customers via email or mail it as a paper invoice (Standard & Pro)

Print out an invoice as PDF file and forward it to the customer either via email or mail it as a paper invoice. (Team, Business, Enterprise)
Matti Patrakka avatar
Written by Matti Patrakka
Updated over a week ago

Travel expenses: Color coding helps you to quickly see the status of the expense report (Standard & Pro)

The color coding helps you to quickly see whether the expense is open, waiting, approved, rejected or archived. (Business, Enterprise)
Matti Patrakka avatar
Written by Matti Patrakka
Updated over a week ago

How to create expenses on the go (Standard & Pro)

Reimburse expenses to employees and customers (Team)
Matti Patrakka avatar
Written by Matti Patrakka
Updated over a week ago

Travel Expenses: Determine whether to bill the expenses on an account (Standard & Pro)

Travel and other expenses can be included in the project quota and thus aren't billed on the account. (Business, Enterprise)
Matti Patrakka avatar
Written by Matti Patrakka
Updated over a week ago

Sales invoices: Create credit notes for incorrect invoices and rebill the customer (Standard & Pro)

If you're invoicing your customer incorrectly, create a credit note and bill the customer again. (Team, Business, Enterprise)
Matti Patrakka avatar
Written by Matti Patrakka
Updated over a week ago

Sales invoices: You can manage payments automatically in the bank interface (Standard & Pro)

Confrm sales invoices paid automatically by using the reference search integration between Taimer and the bank. (Team, Business, Enterprise)
Matti Patrakka avatar
Written by Matti Patrakka
Updated over a week ago

Your company information: Module specific rights (Standard & Pro)

Define the reference numbering information for invoices in the Settings module before creating your first invoice. (Business, Enterprise)
Matti Patrakka avatar
Written by Matti Patrakka
Updated over a week ago

Sales invoices: Color coding helps you to quickly identify the status of the invoice (Standard & Pro)

When you browse through your invoice list in the All tab you easily see the status of the invoice by its color. (Team, Business, Enterprise)
Matti Patrakka avatar
Written by Matti Patrakka
Updated over a week ago

Sales invoices: Export your sales invoices into your financial management system (Standard & Pro)

In Taimer it's easy to communicate with your accountant: Export sales invoices to your financial manager. (Team, Business, Enterprise)
Matti Patrakka avatar
Written by Matti Patrakka
Updated over a week ago

Sales invoices: You can add attachments to the invoice (Standard & Pro)

It is easy it add for example receipts, hour reports and such as a part of the invoice. (Team, Business, Enterprise)
Matti Patrakka avatar
Written by Matti Patrakka
Updated over a week ago

Sales invoices: Bill your customers with help from billing operators (Standard & Pro)

Billing operators do the sending of invoices to customers for you. (Team, Business, Enterprise)
Matti Patrakka avatar
Written by Matti Patrakka
Updated over a week ago

Purchase invoices: Create, target and accept purchase invoices as a part of the project's expense structure (Standard & Pro)

When you manage your purchase invoices in Taimer, you get more specific results on the success of the project. (Business, Enterprise)
Matti Patrakka avatar
Written by Matti Patrakka
Updated over a week ago

Admin tools: Managing invoices (Standard & Pro)

Deleting invoices and reseting invoices to waiting mode.
Matti Patrakka avatar
Written by Matti Patrakka
Updated over a week ago

How to create a purchase order (Standard & Pro)

How to add and manage purchase orders for projects
Fredi Palmgren avatar
Written by Fredi Palmgren
Updated over a week ago

How to invoice from invoicing material: services, hours and expenses (Standard & Pro)

Create invoice with invoicing material. Invoice tracked hours, services, reimburse expenses and scheduled invoices in seconds.
Matti Patrakka avatar
Written by Matti Patrakka
Updated over a week ago

Automatic invoicing (Standard & Pro)

Automatic invoicing, contract billing, recurring invoicing, activate and create
Fredi Palmgren avatar
Written by Fredi Palmgren
Updated over a week ago

Invoicing reports: Summary of invoices (Standard & pro)

This report shows the actualized invoicing per customer
Fredi Palmgren avatar
Written by Fredi Palmgren
Updated over a week ago

Invoicing reports: Summary of invoices by bank account (Standard & Pro)

Fredi Palmgren avatar
Written by Fredi Palmgren
Updated over a week ago

Invoicing reports: Invoiced hours (Standard & Pro)

This report shows the status of invoiced hours per customer / account
Fredi Palmgren avatar
Written by Fredi Palmgren
Updated over a week ago

Create a blank invoice (Standard & Pro)

Now your just a few clicks away from invoicing your project. Create a blank invoice with Taimer.
Matti Patrakka avatar
Written by Matti Patrakka
Updated over a week ago