Rapport 3 - User Community

Control Panel Section 8

• Adding carry over holidays
• Adding holidays to a leave template
• Adding or Editing Grade Rates
• Bulk Download Expense Receipts
• Changing Branch Hours

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Contacts Section 1

• Duplicate Contacts Check

Home Section 16

• Bulk Moving Expense Sheets
• Bulk Moving Timesheets
• Common Timesheet Errors
• Create a new leave type drop down option
• Editing Expense Types on an Expense Sheet

View all 16

Human Resources Section 15

• Adding a new grade rate
• Adding a new member of staff
• Bulk updating CPD records
• Changing an individuals contracted hours
• CPD Tab via Who's Who Module

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Projects section 18

• Assigning a supplier to a project
• Billing Plan
• Bulk Move Tool
• Completing the Fee Plan Wizard
• Cross Charging - A Detailed Guide

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Reference Section 3

• Reference Tab
• Unable to update info under Reference tab
• Upload files to Reference Section

Reports 6

• Connecting to Data Cubes
• Grouping reports
• Reporting Overview
• Reports not running
• Subconsultants Management Report Guidance

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Gekko 1

• Updating your Gekko mailbox password

Rapport 3 Mobile 2

• Andriod User Mobile Instructions
• Rapport3 Mobile App – iPhone

General/Admin 8

• 2020 Interface Update
• Adding, editing or removing options to the drop down menus
• Clear Cookies
• Data Privacy Tools - A Detailed Guide
• Rapport3 - Error Messages

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Security Console 4

• Adding a user to a security group
• Dashboard Panels - allowing a user to view specific panels
• New Users Login Issues
• Security Console - A Detailed Guide

Support Section 1

• Support section

Integrations 3

• Changing Your Accounting Package with Rapport3
• API Guidance Document
• Rapport3 Data Access and API Overview

Panels 4

• Phone List/Diary Panel
• Project Summary Panel
• Project Analysis Panels - A Detailed Guide
• Metric’s Panels