Settings Use up to 35 words to describe this conceptual topic. Write complete sentences. This is the start of your concept. Related Topics:Projects & Jobs Use the Projects & Jobs module to add and remove job status changes, email templates, job templates, comments, production statuses, client brands, scrum sprints, skills, tags, task colors, task progress statuses, and task resource progress statuses. Price Lists & Activities Use the Price Lists & Activities module to add, replace, and edit activities, activity translations, activity phases, and activity departments, add and deactivate price groups, create and delete job administration fees, add and remove standard material types and client defined material price lists, create and delete mileage rates and mileage rate lists, create and delete personal expense types, create and duplicate price lists, calculate for various costs, prices, and rates using the Price List Calculator, and add and remove time entry overtime rates. Dimensions Use the Dimensions module to create, delete, and update client groups and update the client dimension for all jobs, add and delete client segments, consulting centers, dimension detail roles, dimension roles, divisions, platforms, practice areas, profit centers, quality levels, regions, and technologies, add, remove, and enable dimensions and add and enable dimension details, add, delete, and merge job types, add and delete job type details, and add and delete job type detail options. Company Approvals Use up to 35 words to describe this conceptual topic. Write complete sentences. Company Settings Use the Company Settings module to create, edit, and delete accounting years and edit accounting period settings, open the company card and edit several settings, edit company job default values, edit company variables, edit creditor invoice scan file paths, add, delete, and merge departments, add and remove holiday calendars, holidays, vacation year records, and absence codes, edit inter-company reconciliation company settings, set new job number sequences, recalculate a company series, and enable access to employees of companies, create and remove payment methods for sales, set price quote defaults to allow editing of hourly sales price on price quotes and allow editing of the profit margin on purchases on price quote lines, edit the settings of sales invoice billing methods, create and remove standard phase texts, and view standard texts based on language. Clients & Resources Use the Clients & Resources module to create and replace business types, grant access to the data of selected clients, create and remove resource groups, add, merge, and delete resource profile types, and add and delete profile subjects. CRM Setup Use the CRM Setup module to create and remove attributes, pipeline activity categories, pipeline activity types, pipeline competitors, pipeline forecast finances, pipeline lost reasons, pipeline ratings, and pipeline status codes. Employee Settings Use the Employee Settings module to add, edit, and delete capacity profiles, create and delete employee creditor mappings, positions, employee rates and billable targets, and capacity profile exceptions, allow and deny employees access to jobs in other companies, enable and disable resources, enable the two-factor authentication, and reset and email passwords to users, and add, duplicate, delete, and merge teams, update job teams, and add and delete members to selected teams. Global System Settings Use the Global System Settings module to add and delete ConceptShare company URLs, add and delete post codes and adjust the address composition, add and delete currency rates, add currencies and custom currencies, enable the reporting of selected currencies, and add and delete rate tables, add and remove default user settings, create and delete domain verifications and verify domains, view information on and enable selected languages, update or remove the login image, enable the active status of location addresses, add and delete location combinations, and allow the editing of distance for a location combination, create, delete, replace, and refresh payment terms and calculate for payment dates, create and remove client limitations, add, delete, and set as default sales invoice titles, edit system variables and show system variable changelogs, and add and delete webhooks settings, add and delete webhooks subscriptions, add and delete custom headers, and retry and clear webhooks event results. Finance Use up to 35 words to describe this conceptual topic. Write complete sentences. Ticket Setup Use up to 35 words to describe this conceptual topic. Write complete sentences. Advanced Tools Use up to 35 words to describe this conceptual topic. Write complete sentences. Contacts Use the Contacts module to add and remove job request templates. Custom Codes Use the Custom Codes module to add, delete, and edit custom code types and add and delete clients, jobs, and companies to and from custom code types. Subscription Use the Subscription module to add, delete, and edit subscriptions, add and delete items, prices, dimensions, and attributes, from selected subscriptions, edit subscription invoice settings, and add and delete subscription miscellaneous setup item groups, delivery methods, and sequences and create and delete subscription items and set selected subscription items as dependent. HomeSettings
Settings Use up to 35 words to describe this conceptual topic. Write complete sentences. This is the start of your concept. Related Topics:Projects & Jobs Use the Projects & Jobs module to add and remove job status changes, email templates, job templates, comments, production statuses, client brands, scrum sprints, skills, tags, task colors, task progress statuses, and task resource progress statuses. Price Lists & Activities Use the Price Lists & Activities module to add, replace, and edit activities, activity translations, activity phases, and activity departments, add and deactivate price groups, create and delete job administration fees, add and remove standard material types and client defined material price lists, create and delete mileage rates and mileage rate lists, create and delete personal expense types, create and duplicate price lists, calculate for various costs, prices, and rates using the Price List Calculator, and add and remove time entry overtime rates. Dimensions Use the Dimensions module to create, delete, and update client groups and update the client dimension for all jobs, add and delete client segments, consulting centers, dimension detail roles, dimension roles, divisions, platforms, practice areas, profit centers, quality levels, regions, and technologies, add, remove, and enable dimensions and add and enable dimension details, add, delete, and merge job types, add and delete job type details, and add and delete job type detail options. Company Approvals Use up to 35 words to describe this conceptual topic. Write complete sentences. Company Settings Use the Company Settings module to create, edit, and delete accounting years and edit accounting period settings, open the company card and edit several settings, edit company job default values, edit company variables, edit creditor invoice scan file paths, add, delete, and merge departments, add and remove holiday calendars, holidays, vacation year records, and absence codes, edit inter-company reconciliation company settings, set new job number sequences, recalculate a company series, and enable access to employees of companies, create and remove payment methods for sales, set price quote defaults to allow editing of hourly sales price on price quotes and allow editing of the profit margin on purchases on price quote lines, edit the settings of sales invoice billing methods, create and remove standard phase texts, and view standard texts based on language. Clients & Resources Use the Clients & Resources module to create and replace business types, grant access to the data of selected clients, create and remove resource groups, add, merge, and delete resource profile types, and add and delete profile subjects. CRM Setup Use the CRM Setup module to create and remove attributes, pipeline activity categories, pipeline activity types, pipeline competitors, pipeline forecast finances, pipeline lost reasons, pipeline ratings, and pipeline status codes. Employee Settings Use the Employee Settings module to add, edit, and delete capacity profiles, create and delete employee creditor mappings, positions, employee rates and billable targets, and capacity profile exceptions, allow and deny employees access to jobs in other companies, enable and disable resources, enable the two-factor authentication, and reset and email passwords to users, and add, duplicate, delete, and merge teams, update job teams, and add and delete members to selected teams. Global System Settings Use the Global System Settings module to add and delete ConceptShare company URLs, add and delete post codes and adjust the address composition, add and delete currency rates, add currencies and custom currencies, enable the reporting of selected currencies, and add and delete rate tables, add and remove default user settings, create and delete domain verifications and verify domains, view information on and enable selected languages, update or remove the login image, enable the active status of location addresses, add and delete location combinations, and allow the editing of distance for a location combination, create, delete, replace, and refresh payment terms and calculate for payment dates, create and remove client limitations, add, delete, and set as default sales invoice titles, edit system variables and show system variable changelogs, and add and delete webhooks settings, add and delete webhooks subscriptions, add and delete custom headers, and retry and clear webhooks event results. Finance Use up to 35 words to describe this conceptual topic. Write complete sentences. Ticket Setup Use up to 35 words to describe this conceptual topic. Write complete sentences. Advanced Tools Use up to 35 words to describe this conceptual topic. Write complete sentences. Contacts Use the Contacts module to add and remove job request templates. Custom Codes Use the Custom Codes module to add, delete, and edit custom code types and add and delete clients, jobs, and companies to and from custom code types. Subscription Use the Subscription module to add, delete, and edit subscriptions, add and delete items, prices, dimensions, and attributes, from selected subscriptions, edit subscription invoice settings, and add and delete subscription miscellaneous setup item groups, delivery methods, and sequences and create and delete subscription items and set selected subscription items as dependent. HomeSettings