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Crelate Deliver Guides

Crelate Deliver Guides

All help content related to Timekeeping, Invoicing & Payment Recognition

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21 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!
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Written by Crelate Support
Updated yesterday
Timekeeping

Assigning a Default Charge Code

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Written by Crelate Support
Updated in the last 15 minutes

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
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Written by Crelate Support
Updated yesterday

Charge Code Templates

How to set up and use charge codes for time keeping
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Written by Crelate Support
Updated in the last 15 minutes

Time Keeping Approvals

Set up and Utilize Approvals for Time Keeping
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Written by Crelate Support
Updated this week

How to Set up Time & Expense Categories

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Written by Crelate Support
Updated this week

Employee Center

What is the Employee Center and an Employee's experience logging time?
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Written by Sarah Koss
Updated this week

How to Link a Contact and User

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Written by Sarah Koss
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

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Written by Crelate Support
Updated this week

Worksites

What is a Worksite and how to create one
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Written by Crelate Support
Updated this week
Invoicing, Recording Payments & Reporting

Invoicing - Master Guide

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Written by Sarah Koss
Updated over a week ago

Invoicing Set up

How to Set up and Start Using Invoicing
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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
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Written by Sarah Koss
Updated over a week ago

Billable Items

How to use and export them to support Invoicing
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Written by Sarah Koss
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

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Written by Sarah Koss
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 Profiles

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Written by Sarah Koss
Updated over a week ago