Control Panel Section

Things clients might ask for that are located in the control panel.

Adding carry over holidays
To add carry over holidays for a staff member(s), go to the Control Panel > Home > Leave Booking > Holiday Adjustment Console. *If you don'...
Wed, 3 Jan, 2024 at 4:15 PM
Adding holidays to a leave template
To add holidays to a leave template, go to the Control Panel > Home > Leave Booking > Leave Template Console.  *If you don't have access to...
Wed, 3 Jan, 2024 at 4:14 PM
Adding or Editing Grade Rates
To add or edit grade rates, go to the Control Panel > Projects > Default Grade Rates Select the branch from the drop down menu And add in/edit t...
Thu, 1 Feb, 2024 at 2:34 PM
Bulk Download Expense Receipts
To bulk download expense receipts go to the Control Panel > Home > Expense Sheets and at the very bottom of this section (where it says Bulk Downl...
Tue, 20 Feb, 2024 at 10:59 AM
Changing Branch Hours
You can change the hours of a branch in the control panel. To do this, go to the Control Panel > General > Branch Select the branch that you want t...
Thu, 1 Feb, 2024 at 1:36 PM
Expense Sheet Bulk Move Tool
You can bulk move expense sheets, using our Expense Sheet Bulk Move tool in the Control Panel. To do this, go to Control Panel > Home > Expense Sheet...
Thu, 1 Feb, 2024 at 11:22 AM
Invoice Emailer template creation
To add email templates onto the invoice emailer section go to the Control Panel > Projects > Sales Invoices > Email Template *If you don't ...
Wed, 3 Jan, 2024 at 4:44 PM
Timesheet Bulk Move Tool
You can bulk move timesheets, using our Timesheet Bulk Move tool in the Control Panel. To do this, go to Control Panel > Home > Timesheets > Times...
Thu, 1 Feb, 2024 at 11:23 AM