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Financial Management
Financial Management
Invoices and Bills, Expenses & Travel Expenses
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50 articles in this collection
Written by
Fredi Palmgren,
Matti Patrakka,
Mohsen Koolaji
and 1 other
Invoicing
Scheduled and automatic invoicing by month, account and project
In this article, you'll learn about scheduled and automatic invoicing reports, their functions and where to find these reports.
Written by
Fredi Palmgren
Updated over a week ago
Invoicing report by month, account and project
In this article, you'll learn about invoicing reports, their functions and where to find these reports.
Written by
Fredi Palmgren
Updated over a week ago
How to invoice with project invoice materials
Learn how to invoice hours, bills, expense and travel expenses, scheduled invoices, sales quotes, and products.
Written by
Emma Närhi
Updated over a week ago
Account invoicing details
Learn how to add invoicing details and electronic invoicing addresses
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.
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.
Written by
Fredi Palmgren
Updated over a week ago
Defining invoicing method for won deals
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
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.
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.
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.
Written by
Fredi Palmgren
Updated over a week ago
Cannot view project materials in the invoice
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.
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.
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.
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.
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.
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.
Written by
Fredi Palmgren
Updated over a week ago
Reimburse employee expenses
Learn how to reimburse your staff for the company-related expenses made.
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.
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.
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.
Written by
Fredi Palmgren
Updated over a week ago
Bills
Adding bills and associating it with a specific client or project
Written by
Mohsen Koolaji
Updated over a week ago
Automate billing
Manage your whole billing process with Taimer. Recieve all payables electronically straight into Taimer.
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)
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.
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)
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)
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)
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)
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)
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)
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)
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)
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)
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)
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)
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)
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)
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)
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)
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)
Written by
Matti Patrakka
Updated over a week ago
Admin tools: Managing invoices (Standard & Pro)
Deleting invoices and reseting invoices to waiting mode.
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
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.
Written by
Matti Patrakka
Updated over a week ago
Automatic invoicing (Standard & Pro)
Automatic invoicing, contract billing, recurring invoicing, activate and create
Written by
Fredi Palmgren
Updated over a week ago
Invoicing reports: Summary of invoices (Standard & pro)
This report shows the actualized invoicing per customer
Written by
Fredi Palmgren
Updated over a week ago
Invoicing reports: Summary of invoices by bank account (Standard & Pro)
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
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.
Written by
Matti Patrakka
Updated over a week ago