Crelate Deliver Guides

All help content related to Timekeeping, Invoicing & Payment Recognition

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23 articles in this collection
Written by Crelate Support and Sarah Koss

Crelate Deliver - Master Guide

The one-stop-shop for all your Deliver setup needs!

Written by Crelate Support
Updated over a week ago

Timekeeping

Billable Item Export

How to export your billable items for an easy upload to your payroll provider

Written by Crelate Support
Updated over a week ago

Assigning Default Time & Expense Types

Written by Crelate Support
Updated over a week ago

Master Guide - Timekeeping

Written by Sarah Koss
Updated over a week ago

Time Keeping Set up

Everything you need to know to start using Time Keeping

Written by Crelate Support
Updated over a week ago

Charge Code Templates

How to set up and use charge codes for time keeping

Written by Crelate Support
Updated over a week ago

Time Keeping Approvals

Set up and Utilize Approvals for Time Keeping

Written by Crelate Support
Updated over a week ago

How to Set up Time & Expense Types

Written by Crelate Support
Updated over a week ago

Employee Center

What is the Employee Center and an Employee's experience logging time?

Written by Crelate Support
Updated over a week ago

How to Link a Contact and User to Create an Employee License

Written by Crelate Support
Updated over a week ago

Finalizing Time Cards

Finalize Time to Create Billable and Payable Items

Written by Sarah Koss
Updated over a week ago

Recruiting Type for Jobs & Opportunities

Written by Crelate Support
Updated over a week ago

Worksites

What is a Worksite and how to create one

Written by Crelate Support
Updated over a week ago

Invoicing, Recording Payments & Reporting

Invoice Template

Learn about how to create and send your Invoicing Template

Written by Crelate Support
Updated over a week ago

Invoicing Set up

How to Set up and Start Using Invoicing

Written by Crelate Support
Updated over a week ago

Invoicing - Master Guide

Written by Sarah Koss
Updated over a week ago

Billable Charge Codes

What are they and how to set them up

Written by Crelate Support
Updated over a week ago

What are Billable Items?

How to use and export them to support Invoicing

Written by Crelate Support
Updated over a week ago

Invoicing Center

Written by Sarah Koss
Updated over a week ago

How to Create and Send an Invoice

Written by Crelate Support
Updated over a week ago

Invoice Reporting

Written by Sarah Koss
Updated over a week ago

Recording Payments for Invoices

Written by Sarah Koss
Updated over a week ago

Billing Profile Templates

Learn more about creating billing profiles and assigning them to company records

Written by Crelate Support
Updated over a week ago