Invoicing

How do I batch print timecards to attach to invoices?

You can batch print multiple timecards and attach them to invoices. These prints can show both the timecards and the invoices. Follow these instructions: Log in as an administrator Click on Invoices Click on Previous, or enter the export number and then click the Re...

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How do I customize the Invoice Description?

Here's how to customize the description field that SpringAhead sends to your accounting system. SpringAhead can save you time entering data by automatically populating the description field with data such as the date range, the names of the people working, etc. The trick is to tell the system wha...

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How do I include timesheet notes or memos on an invoice?

Here's how to include timesheet notes on your invoice. Log in to SpringAhead as an administrator Click on Settings, and then click My Company Under the Invoicing section, click Include Time Descriptions on Invoices This description is also exported with...

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How do I re-export invoices, payroll or expense reimbursements?

If an export was unsuccessful, you can re-export the data. Log in as an administrator Click the Invoices or Payables tab, as appropriate Click the Previous link Scroll to the bottom of the page Check to ensure the export settings are correct (...

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I want to know more about Purchase Orders (POs) and Budgets.

Purchase Orders Purchase Orders (POs) track available funds or hours for billable time to a project. When an invoice is exported for a project that has an open PO, that amount is applied and considered "used", and the invoice is marked with that PO number. POs typically track a dollar amount, but ...

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How do I modify or change Overtime Rates?

There are three categories of overtime in SpringAhead: Default Overtime Rate Default Doubletime Custom Overtime for Custom Time Types The Default Overtime rate is 150% of the base rate and can be changed. The Default Doubletime Rate is 200% of the base rate and...

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How do I control the number of invoices to create for projects?

SpringAhead is set to create one invoice for each project, but you can control the number of invoices you want to create on a project, such as one invoice to include multiple projects or creating multiple invoices for each person on the project. To create one invoice for several projects ...

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How do I change settings for my bi-weekly invoices that are rolling up...

You set your invoices to be on a bi-weekly cycle. However, they are rolling up the incorrect weeks. To change this, follow these instructions: First, log in to SpringAhead Click Settings, then My Company Under Global Settings, click More Settings and enter an Allowed Entry Date The d...

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