Ruddr Guide to Setting up your Workspace
Getting Started
- Introduction to Ruddr
- Overview of Professional Services Automation
- Glossary of Terms
- Signing Up for Ruddr
- Accepting Workspace Invitations
- Logging In
Workspace Administration
- Managing Your Workspace
- General Workspace Settings
- Multi-Step Approval Workflow Overview
- Invoice Settings
- Members
- Member Profile
Pipeline
- Pipeline Overview
- Contacts - List
- Contacts - Create and Edit
- Companies - List
- Companies - Create and Edit
- Opportunities - List
Clients
See all 7 articlesProjects
- Project List
- Create a New Project
- Managing Multi-Step Approval Workflows
- Billing Types
- Fixed Fee Revenue Recognition
- The Revenue Recognition Ledger
Time
- Time Tracking Overview
- Timesheets Overview
- The Day View for Time Tracking
- The Week View for Time Tracking
- The Month View for Time Tracking
- The List View for Time Tracking
Expenses
- Expense Tracking Overview
- Manage Expense Categories
- Create an Expense Report
- Add Expense Items to an Expense Report
- Delete Expense Reports or Expense Items
- Expense Item Status
Billing
- Ready to Bill
- Configure a Draft Invoice
- Invoices List
- Publish an Invoice
- Web Link to an Invoice
- Send an Invoice
Resourcing
Multicurrency
Reports
See all 11 articlesIntegrations
- BambooHR Integration Overview
- BambooHR Integration Setup
- Expensify Integration Overview
- Expensify Integration Setup
- HubSpot Integration Overview
- HubSpot Integration Setup