Day-to-Day Operations Overview

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# Step 7: Day-to-Day Operations

With setup complete, this is where your team works every day:

  1. Projects - Create and manage projects linked to client accounts.
  2. Tasks - Break projects into tasks, assign resources, and track progress.
  3. Schedule & Gantt - View and manage your team schedule on a timeline.
  4. Time Activities - Log, submit, and approve time against tasks.
  5. Purchase Orders - Raise and manage POs to vendors.
  6. AR Invoices - Generate and manage invoices to clients.
  7. Payroll Batches - Process approved time into payroll.
  8. GL Entries & Transactions - Review and manage your general ledger.