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New Project This lesson shows how to create new project for your client in simple Client > Pr...

Uploading New Print Templates To open the Manage Print Templates dialog, go to Options & Too...

Documents are used to store and share revisions of files in Atollon folders. Document Listing I...

Contacts Main Window Contacts are split to company and person within Atollon. You can create the...

In order to send invoices to your clients, you may collect source data for invoicing from Atollon...

There are two ways project budget may be assigned: 1.) Ad-hoc (ie coming from contractual agreem...

New Activity Type This guide will show you how to create Activities. Activity is container used ...

Tabs on Contact Folder Detail, Project Detail are customized using Activity Panel Settings. Due t...

Since web version of form designer, custom forms bring custom scripting, which is pretty powerful...

Introduction See the Finder how-to in order to get more information about Finder structure. Pro...

Work Contracts Work contracts are used to set several financial, management accounting & tim...

Create New Invoice Below is the explanation of ad-hoc invoice creation. If you want to explain T...

Draft Invoices Approvals Draft invoices are generated automatically (overnight) to help you get ...

Main source of data for billing are Billing Items. They represent any service or product to be ch...

See the scheme below to find out how the Billing Rules convert billing sources (Time Sheet & ...

This features allows you delegate invoice creation to sales people In case you want to delegate ...

See below guide to arrange a meeting (calendar event, presentation, etc.) and write meeting notes...

This page contains list of objects, that can be used in workflow as source of actions. Some obje...

In windows client    1. Setting -> Mail -> Mail boxes -> doubleclick user to be redirec...

If you are willing to use mass mail function which is available in Atollon, you should probably f...