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Crelate Deliver Guides
All help content related to Timekeeping, Invoicing & Payment Recognition
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28 articles in this collection
Written by
Ian Remington,
Chelsie Pettit,
Kyle Kroeger
and 3 others
Crelate Deliver - Master Guide
The one-stop-shop for all your Deliver setup needs!
Written by
Ian Remington
Updated over a week ago
Timekeeping
Contractor Email Template Example
Looking for an initial email template to kick off to your newly started contractor? Look no further!
Written by
Ian Remington
Updated over a week ago
Billable Item Export
How to export your billable items for an easy upload to your payroll provider
Written by
Ian Remington
Updated over a week ago
Overriding Time Cards
How Timekeepers can override time cards
Written by
Kyle Kroeger
Updated over a week ago
Timekeeping - Multiple Time Entry Formats
Setup and Best practices for multiple time entry formats.
Written by
Chelsie Pettit
Updated over a week ago
Daily Notes for Time Keeping
Written by
Amber Roder
Updated over a week ago
Assigning Default Time & Expense Types
Written by
Ian Remington
Updated over a week ago
Master Guide - Timekeeping
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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
Ian Remington
Updated over a week ago
Configuring Mobile Geofencing
How to configure Geofencing for Mobile Timekeeping
Written by
Kyle Kroeger
Updated over a week ago
Time Keeping Approvals
Set up and Utilize Approvals for Time Keeping
Written by
Ian Remington
Updated over a week ago
How to Set up Time & Expense Types
Written by
Ian Remington
Updated over a week ago
Employee Center
What is the Employee Center and an Employee's experience logging time?
Written by
Ian Remington
Updated over a week ago
How to Link a Contact and User to Create an Employee License
Written by
Ian Remington
Updated over a week ago
Finalizing Time Cards
Finalize Time to Create Billable and Payable Items
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Written by
Sarah Koss
Updated over a week ago
Recruiting Type for Jobs & Opportunities
Written by
Ian Remington
Updated over a week ago
Worksites
What is a Worksite and how to create one
Written by
Ian Remington
Updated over a week ago
Invoicing, Recording Payments & Reporting
Invoice Template
Learn about how to create and send your Invoicing Template
Written by
Ian Remington
Updated over a week ago
Export Translator
The Export Translator will help export Billable items data into QuickBooks.
Written by
Ashley Little
Updated over a week ago
Invoicing Set up
How to Set up and Start Using Invoicing
Written by
Ian Remington
Updated over a week ago
Invoicing - Master Guide
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Written by
Sarah Koss
Updated over a week ago
Billable Charge Codes
What are they and how to set them up
Written by
Ian Remington
Updated over a week ago
What are Billable Items?
How to use and export them to support Invoicing
Written by
Ian Remington
Updated over a week ago
Invoicing Center
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Written by
Sarah Koss
Updated over a week ago
How to Create and Send an Invoice
Written by
Ian Remington
Updated over a week ago
Invoice Reporting
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Written by
Sarah Koss
Updated over a week ago
Recording Payments for Invoices
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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
Ian Remington
Updated over a week ago