Accounting & payroll
Business Users · Accounting & payroll
Accounting settings overview
Navigate the Accounting area for bills, tax, payroll, time tracking, invoicing, and integrations.
Expense categories, tax rates, and payment sources
Configure accounting categories, tax rates, payment sources, and optional QuickBooks class mappings.
Payroll, shifts, and user wages
Configure pay periods, review shift logs, set employee wage rates, and manage payroll approvals.
Project time and shift log settings
Configure project time categories, overtime costing rules, and shift log clock-in policies.
Invoicing, queued invoices, and accounting software
Configure client invoicing automation, review queued invoices, and connect QuickBooks Desktop.
Commissions configuration and My Commissions
Enable sales commissions, define category rules, and let reps view finalized commissions.