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Agency/Settings/Time Logging • Available from Advisor licence type Limiting the job selection A number of options are available if you want to limit the number of job selection results: 1. Job filter settings o If you select the job filter checkbox, the types below it will be activated o All select...

The Messaging System • available from Time Logger licence type User authorisation: can be used by everyone Introduction In PROAD there are a number of events to which the user would want to react. Tasks are assigned, a holiday is requested, the server is shut down for mainte-nance, etc. PROAD offer...

Master Data / Team • Available from licence type Admin There is a new dialogue under Master Data called ‘Team’. It can be used to group employees and freelancers based on team structures. Employees/ freelancers can be defined as team leaders. Employees/freelancers can also be defined as members or ...

• Available from the "Consultant" licence type • User right: [Extras --> Task Manager] Background The Task Manager is designed to provide an overview of all tasks that have not been allocated and all tasks that have been allocated but not completed per employee/freelancer in order to identify free r...

• Available from Bookkeeping licence type • Call up via menu [Accounting→Outstanding Costs] • User right: o [Accounting →Outstanding Costs] →”No right” or “Visible” Background The tool allows you to see which customer-related rechargeable and yet unbilled own work capitalised, third-party and mate...

• Available with the license type "Accountant" onwards Background Serial invoices are recurring sales invoices. Preconditions To create serial invoices we need a job with an approved offer with at least one item. The numbering for invoices must be set to automatic numbering mode. With the manual num...

• Available with the license type "Timekeeper" onwards • User right: o [User Name  My Account]  Is permitted to edit attendance times of others Background Starting 01/01/2015 all Timekeepers who fall in the national minimum wage category will have to document their attendance to meet the current s...