Settings and Notifications
Firm Settings
- Renaming Clients, Projects, and Other Terms (Term Settings)
- Typing Descriptions Faster with Auto Text
- GPS Tracking & Geofencing
- Importing Users, Clients, and Projects from a Spreadsheet
- Configuring Time Tracking Settings
- Locking Time Entry Periods
- Updating Your Firm Information
- Setting Up Activity Groups
- DCAA Compliance Settings
- Enabling Two-Factor Authentication (2FA)
- Managing Custom Lists: Activities, Expense Types, and More