Unit 2: The project - Putting the picture together

The project is where the pieces of the picture come together.

When you create and save a project, Ajera automatically creates a draft client invoice based on settings you selected in Company > Preferences.

As you enter project-related time, expense reports, vendor invoices, and in-house expenses, the settings you selected in Company > Preferences, employee setup, activity setup, billing rate tables, and invoice formats come into play.

This unit shows you how these billing-related pieces fit into the project setup and into your day-to-day workflow.

In this unit

Lesson 1: Project setup 

Lesson 3: How Ajera calculates billing amounts

Lesson 3: Entering time

Lesson 4: Entering expenses