Ruddr Guide to Setting up your Workspace
Getting Started
- Introduction to Ruddr
- Overview of Professional Services Automation
- Signing Up for Ruddr
- Accepting Workspace Invitations
- Logging In
- Workspaces
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
Projects
- 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
- Reporting Overview
- Time Reports
- Expenses Reports
- Utilization Reports
- Plan & Forecast Reports
- Financial Reports
Integrations
- BambooHR Integration Overview
- BambooHR Integration Setup
- Expensify Integration Overview
- Expensify Integration Setup
- QuickBooks Online Integration Overview
- QuickBooks Online Integration Setup
FAQs and Troubleshooting
- Why am I unable to login to Ruddr?
- What is the Ruddr Fair Pricing Policy?
- How do I understand my monthly Ruddr invoice?
- How do I account for a retainer / prepaid services with Ruddr and QuickBooks Online?
- How do I account for a retainer / prepaid services with Ruddr and Xero?
- How do I write off part or all of an invoice with QuickBooks Online?