Doc Version: 2024.12.1.0
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This is essentially a bundled version of Time & Expense, Manager, and Billing packages. This is meant for power users who need access to the functionality associated with all these three modules. The features included in this package are:
If you are subscribed to this package in Core, you will be able to create and maintain employees, consultants, clients and projects; allocate tasks, approve work flows, and get a bird's eye view of their projects' health. The APIs included in this package are:
This subscription package includes features for managing your invoices and is aimed at billing managers or staff who handles invoicing, billing schedules, payments, and other aspects of your all-important cash flow and accounts receivables. The features included in this package are:
This subscription package includes features for managing your accounts payable and is aimed at those who need deep insights into the company’s overall finances, including company owners, principals, bookkeepers, CFO, controller and CPAs. The features included in this package are:
If you are subscribed to this package in Core, you will be able to use time and expense APIs. It is meant for all team members and general staff to record their time and expenses, make PTO requests, track reimbursable expenses and use timers to track their tasks accurately on their computer, laptop, tablet or smart phone. The APIs included in this package are:
This subscription package includes features for managing your human resources and is aimed at HR managers. It provides full admin access to all HR screens, reports and widgets. The features included in this package are:
This subscription package is suitable for regular users who need to view their own HR information in Core. They get limited, read-only access to their own HR details. The features included in this package are (self access only):
This subscription package includes general features in Core that are included for free in all other packages. The features included in this package are:
This subscription package includes the Client Relationship Management (CRM) features of Core. The features included in this package are: