Dashboard Overview

The Dashboard is a graphical representation of hours, amount and billing rate for the whole year. Dashboard is visible to both admin and non-admin users. Admin users have more rights than non-admin users. Firm admin can view dashboard of any non-admin user in that firm. A Timekeeper can access the Read more

Enable Dashboard

Only firm admin can enable the Dashboard. To enable the Dashboard:   Go under¬†Account > Settings. Check¬†the Enable Dashboard? check box.   Click Save.            

Dashboard: Logics and Calculations of Graphs

Saturday and Sunday are considered to be holidays so these should not be included in the calculation. If there is some full day holiday is entered then it should not be included in the calculation Target Hours per Day are calculated by dividing Annual Target Hours by Working Days in Read more

Set Annual Targeted Hours and Rate

Administrator of firm can set the annual target and rate for each individual professionals for each specified Years. Click on Settings under the Dashboard tab.   Set targets hour and rate for each professionals and for required year. Note: To set annual targeted hours and rate your firm admin must Read more