Monitor and manage finances in Taimer

Invoices, bills, expenses

Matti Patrakka avatar Mohsen Koolaji avatar Taija Järvinen avatar
39 articles in this collection
Written by Matti Patrakka, Mohsen Koolaji, and Taija Järvinen
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 this week

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 this week

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 this week

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 this week

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 this week

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 this week

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 this week

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 this week

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

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

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 this week

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 this week

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 this week

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 this week

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 this week

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 this week

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 this week

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 this week

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 this week

Admin tools: Managing invoices (Standard & Pro)

Deleting invoices and reseting invoices to waiting mode.
Matti Patrakka avatar
Written by Matti Patrakka
Updated this week

How to make a Message for the person creating the invoice (Standard & Pro)

How to add an internal message concerning the invoice
Taija Järvinen avatar
Written by Taija Järvinen
Updated over a week ago

How to create a purchase order (Standard & Pro)

How to add and manage purchase orders for projects
Taija Järvinen avatar
Written by Taija Järvinen
Updated this week

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
Taija Järvinen avatar
Written by Taija Järvinen
Updated over a week ago

Invoicing reports: Summary of invoices (Standard & pro)

This report shows the actualized invoicing per customer
Taija Järvinen avatar
Written by Taija Järvinen
Updated this week

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

Taija Järvinen avatar
Written by Taija Järvinen
Updated this week

Invoicing reports: Invoiced hours (Standard & Pro)

This report shows the status of invoiced hours per customer / account
Taija Järvinen avatar
Written by Taija Järvinen
Updated this week

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 this week