# Ruddr Help

## Docs

- [Configure a Draft Invoice](https://help.ruddr.io/billing/configure-a-draft-invoice.md)
- [Credit Notes](https://help.ruddr.io/billing/credit-notes.md)
- [Invoices List](https://help.ruddr.io/billing/invoices-list.md)
- [Publish an Invoice](https://help.ruddr.io/billing/publish-an-invoice.md)
- [Ready to Bill](https://help.ruddr.io/billing/ready-to-bill.md)
- [Send an Invoice](https://help.ruddr.io/billing/send-an-invoice.md)
- [Taking Payments](https://help.ruddr.io/billing/taking-payments.md)
- [Using Multiple Accounting Integrations](https://help.ruddr.io/billing/using-multiple-accounting-integrations.md)
- [Web Link to an Invoice](https://help.ruddr.io/billing/web-link-to-an-invoice.md)
- [Archive or Delete a Client](https://help.ruddr.io/clients/archive-or-delete-a-client.md)
- [Client Dashboard](https://help.ruddr.io/clients/client-dashboard.md)
- [Client List](https://help.ruddr.io/clients/client-list.md)
- [Client Roles](https://help.ruddr.io/clients/client-roles.md)
- [Create a New Client](https://help.ruddr.io/clients/create-a-new-client.md)
- [Project Groups](https://help.ruddr.io/clients/project-groups.md)
- [Purchase Orders](https://help.ruddr.io/clients/purchase-orders.md)
- [Ruddr Desktop App](https://help.ruddr.io/desktop-and-mobile-applications/ruddr-desktop-app.md)
- [Ruddr Mobile App](https://help.ruddr.io/desktop-and-mobile-applications/ruddr-mobile-app.md)
- [Add Expense Items to an Expense Report](https://help.ruddr.io/expenses/add-expense-items-to-an-expense-report.md)
- [Create an Expense Report](https://help.ruddr.io/expenses/create-an-expense-report.md)
- [Delete Expense Reports or Expense Items](https://help.ruddr.io/expenses/delete-expense-reports-or-expense-items.md)
- [Expense Approval](https://help.ruddr.io/expenses/expense-approval.md)
- [Expense Auditing](https://help.ruddr.io/expenses/expense-auditing.md)
- [Expense Item Locking](https://help.ruddr.io/expenses/expense-item-locking.md)
- [Expense Item Status](https://help.ruddr.io/expenses/expense-item-status.md)
- [Expense Reimbursement Tracking](https://help.ruddr.io/expenses/expense-reimbursement-tracking.md)
- [Expense Tracking Overview](https://help.ruddr.io/expenses/expense-tracking-overview.md)
- [Manage Expense Categories](https://help.ruddr.io/expenses/manage-expense-categories.md)
- [View and Manage Expense Items of Other Members](https://help.ruddr.io/expenses/view-and-manage-expense-items-of-other-members.md)
- [How do default Invoice Items get applied in invoices?](https://help.ruddr.io/faqs-and-troubleshooting/billing/how-do-default-invoice-items-get-applied-in-invoices.md)
- [What is the difference between Plan, Actuals, and Forecast?](https://help.ruddr.io/faqs-and-troubleshooting/general/what-is-the-difference-between-plan-actuals-and-forecast.md)
- [Why am I unable to login to Ruddr?](https://help.ruddr.io/faqs-and-troubleshooting/general/why-am-i-unable-to-login-to-ruddr.md)
- [Why do I see #NAME in Excel when I open a Ruddr export?](https://help.ruddr.io/faqs-and-troubleshooting/general/why-do-i-see-name-in-excel-when-i-open-a-ruddr-export.md)
- [What currencies are supported in Ruddr?](https://help.ruddr.io/faqs-and-troubleshooting/multicurrency/what-currencies-are-supported-in-ruddr.md)
- [How do I change bill rates on a project that is in progress?](https://help.ruddr.io/faqs-and-troubleshooting/projects/how-do-i-change-bill-rates-on-a-project-that-is-in-progress.md)
- [What are the advantages of using roles on projects?](https://help.ruddr.io/faqs-and-troubleshooting/projects/what-are-the-advantages-of-using-roles-on-projects.md)
- [Why is an allocation resulting in zero hours being allocated to a member?](https://help.ruddr.io/faqs-and-troubleshooting/resource-allocations/why-is-an-allocation-resulting-in-zero-hours-being-allocated-to-a-member.md)
- [Budgeting for non-billable expense on a Fixed Fee project](https://help.ruddr.io/faqs-and-troubleshooting/revenue-in-ruddr/budgeting-for-non-billable-expense-on-a-fixed-fee-project.md)
- [Fixed Fee Revenue Recognition: Automated - Percentage of Billable Hours](https://help.ruddr.io/faqs-and-troubleshooting/revenue-in-ruddr/fixed-fee-revenue-recognition-automated-percentage-of-billable-hours.md)
- [Fixed Fee Revenue Recognition: Percentage of Services Cost](https://help.ruddr.io/faqs-and-troubleshooting/revenue-in-ruddr/fixed-fee-revenue-recognition-percentage-of-services-cost.md)
- [Fixed Fee Revenue Recognition: Percentage of Time & Materials Revenue](https://help.ruddr.io/faqs-and-troubleshooting/revenue-in-ruddr/fixed-fee-revenue-recognition-percentage-of-time-materials-revenue.md)
- [How is planned services revenue calculated in Ruddr?](https://help.ruddr.io/faqs-and-troubleshooting/revenue-in-ruddr/how-is-planned-services-revenue-calculated-in-ruddr.md)
- [When is revenue recognized in Ruddr?](https://help.ruddr.io/faqs-and-troubleshooting/revenue-in-ruddr/when-is-revenue-recognized-in-ruddr.md)
- [How do I fix a "Failed to refresh tokens" error as indicated in the sync log from the BambooHR integration?](https://help.ruddr.io/faqs-and-troubleshooting/ruddr-and-bamboohr/how-do-i-fix-a-failed-to-refresh-tokens-error-as-indicated-in-the-sync-log-from-.md)
- [I reauthorized my Bamboo API and now it's not working. How do I re-establish the integration between Ruddr and BambooHR?](https://help.ruddr.io/faqs-and-troubleshooting/ruddr-and-bamboohr/i-reauthorized-my-bamboo-api-and-now-its-not-working-how-do-i-re-establish-the-i.md)
- [What fields sync as part of the BambooHR integration?](https://help.ruddr.io/faqs-and-troubleshooting/ruddr-and-bamboohr/what-fields-sync-as-part-of-the-bamboohr-integration.md)
- [Why are expense receipts not syncing from Expensify to Ruddr?](https://help.ruddr.io/faqs-and-troubleshooting/ruddr-and-expensify/why-are-expense-receipts-not-syncing-from-expensify-to-ruddr.md)
- [What fields sync as part of the HubSpot integration?](https://help.ruddr.io/faqs-and-troubleshooting/ruddr-and-hubspot/what-fields-sync-as-part-of-the-hubspot-integration.md)
- [Does Ruddr support QuickBooks Online Sub-Customers?](https://help.ruddr.io/faqs-and-troubleshooting/ruddr-and-quickbooks-online/does-ruddr-support-quickbooks-online-sub-customers.md)
- [How do Custom Transaction Numbers work in QuickBooks Online?](https://help.ruddr.io/faqs-and-troubleshooting/ruddr-and-quickbooks-online/how-do-custom-transaction-numbers-work-in-quickbooks-online.md)
- [How do I account for a retainer / prepaid services with Ruddr and QuickBooks Online?](https://help.ruddr.io/faqs-and-troubleshooting/ruddr-and-quickbooks-online/how-do-i-account-for-a-retainer-prepaid-services-with-ruddr-and-quickbooks-onlin.md)
- [How do I write off part or all of an invoice with QuickBooks Online?](https://help.ruddr.io/faqs-and-troubleshooting/ruddr-and-quickbooks-online/how-do-i-write-off-part-or-all-of-an-invoice-with-quickbooks-online.md)
- [What fields sync as part of the QuickBooks Online integration?](https://help.ruddr.io/faqs-and-troubleshooting/ruddr-and-quickbooks-online/what-fields-sync-as-part-of-the-quickbooks-online-integration.md)
- [Why am I getting a "one foreign currency per transaction" error when saving an invoice to QuickBooks Online?](https://help.ruddr.io/faqs-and-troubleshooting/ruddr-and-quickbooks-online/why-am-i-getting-a-one-foreign-currency-per-transaction-error-when-saving-an-inv.md)
- [What fields sync as part of the Salesforce integration?](https://help.ruddr.io/faqs-and-troubleshooting/ruddr-and-salesforce/what-fields-sync-as-part-of-the-salesforce-integration.md)
- [How do I account for a retainer / prepaid services with Ruddr and Xero?](https://help.ruddr.io/faqs-and-troubleshooting/ruddr-and-xero/how-do-i-account-for-a-retainer-prepaid-services-with-ruddr-and-xero.md)
- [How do I resolve the "Account code or ID must be specified" error message?](https://help.ruddr.io/faqs-and-troubleshooting/ruddr-and-xero/how-do-i-resolve-the-account-code-or-id-must-be-specified-error-message.md)
- [What fields sync as part of the Xero integration?](https://help.ruddr.io/faqs-and-troubleshooting/ruddr-and-xero/what-fields-sync-as-part-of-the-xero-integration.md)
- [How do I understand my monthly Ruddr invoice?](https://help.ruddr.io/faqs-and-troubleshooting/ruddr-subscription-and-pricing/how-do-i-understand-my-monthly-ruddr-invoice.md)
- [What is the Ruddr Fair Pricing Policy?](https://help.ruddr.io/faqs-and-troubleshooting/ruddr-subscription-and-pricing/what-is-the-ruddr-fair-pricing-policy.md)
- [Can I approve time and expenses on behalf of another workspace member?](https://help.ruddr.io/faqs-and-troubleshooting/time-and-expense/can-i-approve-time-and-expenses-on-behalf-of-another-workspace-member.md)
- [How are statutory holidays handled in Ruddr?](https://help.ruddr.io/faqs-and-troubleshooting/time-and-expense/how-are-statutory-holidays-handled-in-ruddr.md)
- [How does Ruddr handle unpaid time off?](https://help.ruddr.io/faqs-and-troubleshooting/time-and-expense/how-does-ruddr-handle-unpaid-time-off.md)
- [I am set up as a time and expense approver. Why can I not see items in my approval queue?](https://help.ruddr.io/faqs-and-troubleshooting/time-and-expense/i-am-set-up-as-a-time-and-expense-approver-why-can-i-not-see-items-in-my-approva.md)
- [What are Productive Hours and Productive Utilization?](https://help.ruddr.io/faqs-and-troubleshooting/time-and-expense/what-are-productive-hours-and-productive-utilization.md)
- [Why am I receiving a notification that my timesheet is unsubmitted when I submitted a timesheet for that week?](https://help.ruddr.io/faqs-and-troubleshooting/time-and-expense/why-am-i-receiving-a-notification-that-my-timesheet-is-unsubmitted-when-i-submit.md)
- [Why are time off entries not syncing to Ruddr from our integrated HRIS platform?](https://help.ruddr.io/faqs-and-troubleshooting/time-and-expense/why-are-time-off-entries-not-syncing-to-ruddr-from-our-integrated-hris-platform.md)
- [Why did Copy Last Week's Time Entries not create all time entries from the prior week?](https://help.ruddr.io/faqs-and-troubleshooting/time-and-expense/why-did-copy-last-weeks-time-entries-not-create-all-time-entries-from-the-prior-.md)
- [Why do I need to submit two timesheets in one week?](https://help.ruddr.io/faqs-and-troubleshooting/time-and-expense/why-do-i-need-to-submit-two-timesheets-in-one-week.md)
- [Accepting Workspace Invitations](https://help.ruddr.io/getting-started/accepting-workspace-invitations.md)
- [Change Your Password](https://help.ruddr.io/getting-started/change-your-password.md)
- [Glossary of Terms](https://help.ruddr.io/getting-started/glossary-of-terms.md)
- [Introduction to Ruddr](https://help.ruddr.io/getting-started/introduction-to-ruddr.md)
- [Logging In](https://help.ruddr.io/getting-started/logging-in.md)
- [Manage Two-factor Authentication](https://help.ruddr.io/getting-started/manage-two-factor-authentication.md)
- [Navigating the Ruddr Interface](https://help.ruddr.io/getting-started/navigating-the-ruddr-interface.md)
- [Overview of Professional Services Automation](https://help.ruddr.io/getting-started/overview-of-professional-services-automation.md)
- [Ruddr Assistant](https://help.ruddr.io/getting-started/ruddr-assistant.md)
- [Signing Up for Ruddr](https://help.ruddr.io/getting-started/signing-up-for-ruddr.md)
- [The Home Area](https://help.ruddr.io/getting-started/the-home-area.md)
- [Update Your User Profile](https://help.ruddr.io/getting-started/update-your-user-profile.md)
- [Workspaces](https://help.ruddr.io/getting-started/workspaces.md)
- [BambooHR Integration Overview](https://help.ruddr.io/integrations/bamboohr-integration-overview.md)
- [BambooHR Integration Setup](https://help.ruddr.io/integrations/bamboohr-integration-setup.md)
- [Cloud Storage Integration](https://help.ruddr.io/integrations/cloud-storage-integration.md)
- [Expensify Integration Overview](https://help.ruddr.io/integrations/expensify-integration-overview.md)
- [Expensify Integration Setup](https://help.ruddr.io/integrations/expensify-integration-setup.md)
- [HubSpot Integration Overview](https://help.ruddr.io/integrations/hubspot-integration-overview.md)
- [HubSpot Integration Setup](https://help.ruddr.io/integrations/hubspot-integration-setup.md)
- [QuickBooks Desktop Support](https://help.ruddr.io/integrations/quickbooks-desktop-support.md)
- [QuickBooks Online Integration Overview](https://help.ruddr.io/integrations/quickbooks-online-integration-overview.md)
- [QuickBooks Online Integration Setup](https://help.ruddr.io/integrations/quickbooks-online-integration-setup.md)
- [Rippling Integration Overview](https://help.ruddr.io/integrations/rippling-integration-overview.md)
- [Rippling Integration Setup](https://help.ruddr.io/integrations/rippling-integration-setup.md)
- [Salesforce Integration Overview](https://help.ruddr.io/integrations/salesforce-integration-overview.md)
- [Salesforce Integration Setup](https://help.ruddr.io/integrations/salesforce-integration-setup.md)
- [Single Sign On (SSO) - Identity Provider Setup](https://help.ruddr.io/integrations/single-sign-on-sso-identity-provider-setup.md)
- [Single Sign On (SSO) Overview](https://help.ruddr.io/integrations/single-sign-on-sso-overview.md)
- [Single Sign On (SSO) - Service Provider Setup](https://help.ruddr.io/integrations/single-sign-on-sso-service-provider-setup.md)
- [Slack Integration Overview](https://help.ruddr.io/integrations/slack-integration-overview.md)
- [Slack Integration Setup](https://help.ruddr.io/integrations/slack-integration-setup.md)
- [Xero Integration Overview](https://help.ruddr.io/integrations/xero-integration-overview.md)
- [Xero Integration Setup](https://help.ruddr.io/integrations/xero-integration-setup.md)
- [Xero Invoice Export Integration Overview](https://help.ruddr.io/integrations/xero-invoice-export-integration-overview.md)
- [Client Currency](https://help.ruddr.io/multicurrency/client-currency.md)
- [Currency Conversion Overview](https://help.ruddr.io/multicurrency/currency-conversion-overview.md)
- [Handling Expenses in Multiple Currencies](https://help.ruddr.io/multicurrency/handling-expenses-in-multiple-currencies.md)
- [Invoicing with Multicurrency](https://help.ruddr.io/multicurrency/invoicing-with-multicurrency.md)
- [Multicurrency Overview](https://help.ruddr.io/multicurrency/multicurrency-overview.md)
- [Project Currency](https://help.ruddr.io/multicurrency/project-currency.md)
- [Companies - Create and Edit](https://help.ruddr.io/pipeline/companies-create-and-edit.md)
- [Companies - List](https://help.ruddr.io/pipeline/companies-list.md)
- [Contacts - Create and Edit](https://help.ruddr.io/pipeline/contacts-create-and-edit.md)
- [Contacts - List](https://help.ruddr.io/pipeline/contacts-list.md)
- [Opportunities - Create and Edit](https://help.ruddr.io/pipeline/opportunities-create-and-edit.md)
- [Opportunities - List](https://help.ruddr.io/pipeline/opportunities-list.md)
- [Pipeline Overview](https://help.ruddr.io/pipeline/pipeline-overview.md)
- [Archive or Delete a Project](https://help.ruddr.io/projects/archive-or-delete-a-project.md)
- [Billing for Products and Other Items](https://help.ruddr.io/projects/billing-for-products-and-other-items.md)
- [Billing Types](https://help.ruddr.io/projects/billing-types.md)
- [Client Approvals](https://help.ruddr.io/projects/client-approvals.md)
- [Create a New Project](https://help.ruddr.io/projects/create-a-new-project.md)
- [Create a Project Budget](https://help.ruddr.io/projects/create-a-project-budget.md)
- [Earned vs Invoiced Revenue](https://help.ruddr.io/projects/earned-vs-invoiced-revenue.md)
- [Fixed Fee Billing Schedule](https://help.ruddr.io/projects/fixed-fee-billing-schedule.md)
- [Fixed Fee Revenue Attribution](https://help.ruddr.io/projects/fixed-fee-revenue-attribution.md)
- [Fixed Fee Revenue Recognition](https://help.ruddr.io/projects/fixed-fee-revenue-recognition.md)
- [Managing Multi-Step Approval Workflows](https://help.ruddr.io/projects/managing-multi-step-approval-workflows.md)
- [Project Bill Rates](https://help.ruddr.io/projects/project-bill-rates.md)
- [Project Dashboard](https://help.ruddr.io/projects/project-dashboard.md)
- [Project Expense](https://help.ruddr.io/projects/project-expense.md)
- [Project Health Reporting](https://help.ruddr.io/projects/project-health-reporting.md)
- [Project List](https://help.ruddr.io/projects/project-list.md)
- [Project Roles](https://help.ruddr.io/projects/project-roles.md)
- [Project Status](https://help.ruddr.io/projects/project-status.md)
- [Project Tasks](https://help.ruddr.io/projects/project-tasks.md)
- [Project Team](https://help.ruddr.io/projects/project-team.md)
- [The Project Admin](https://help.ruddr.io/projects/the-project-admin.md)
- [The Revenue Recognition Ledger](https://help.ruddr.io/projects/the-revenue-recognition-ledger.md)
- [Accounting Reports](https://help.ruddr.io/reports/accounting-reports.md)
- [Expenses Reports](https://help.ruddr.io/reports/expenses-reports.md)
- [Forecast Reports](https://help.ruddr.io/reports/forecast-reports.md)
- [Performance Reports](https://help.ruddr.io/reports/performance-reports.md)
- [Pipeline Reports](https://help.ruddr.io/reports/pipeline-reports.md)
- [Plan Reports](https://help.ruddr.io/reports/plan-reports.md)
- [Reporting Overview](https://help.ruddr.io/reports/reporting-overview.md)
- [Time Reports](https://help.ruddr.io/reports/time-reports.md)
- [Utilization Reports](https://help.ruddr.io/reports/utilization-reports.md)
- [Variance Reports](https://help.ruddr.io/reports/variance-reports.md)
- [Workspace Reports](https://help.ruddr.io/reports/workspace-reports.md)
- [Assign Allocated Members to Project](https://help.ruddr.io/resourcing/assign-allocated-members-to-project.md)
- [Create a Resource Allocation](https://help.ruddr.io/resourcing/create-a-resource-allocation.md)
- [Manage Resource Allocations](https://help.ruddr.io/resourcing/manage-resource-allocations.md)
- [Overview of Resourcing](https://help.ruddr.io/resourcing/overview-of-resourcing.md)
- [Time Off and Resource Allocations](https://help.ruddr.io/resourcing/time-off-and-resource-allocations.md)
- [View Resource Allocations](https://help.ruddr.io/resourcing/view-resource-allocations.md)
- [Billing](https://help.ruddr.io/setup-guide/billing.md)
- [Clients](https://help.ruddr.io/setup-guide/clients.md)
- [Expenses](https://help.ruddr.io/setup-guide/expenses.md)
- [Getting Started](https://help.ruddr.io/setup-guide/getting-started.md)
- [Importing Your Data into Ruddr](https://help.ruddr.io/setup-guide/importing-your-data-into-ruddr.md)
- [Ruddr Guide to Setting up your Workspace](https://help.ruddr.io/setup-guide/introduction.md)
- [Inviting Your Members](https://help.ruddr.io/setup-guide/inviting-your-members.md)
- [Projects](https://help.ruddr.io/setup-guide/projects.md)
- [Resourcing](https://help.ruddr.io/setup-guide/resourcing.md)
- [Set up Your Workspace](https://help.ruddr.io/setup-guide/set-up-your-workspace.md)
- [Time Entry](https://help.ruddr.io/setup-guide/time-entry.md)
- [The Day View for Time Tracking](https://help.ruddr.io/time/the-day-view-for-time-tracking.md)
- [The List View for Time Tracking](https://help.ruddr.io/time/the-list-view-for-time-tracking.md)
- [The Month View for Time Tracking](https://help.ruddr.io/time/the-month-view-for-time-tracking.md)
- [The Time Overlay Window](https://help.ruddr.io/time/the-time-overlay-window.md)
- [The Week View for Time Tracking](https://help.ruddr.io/time/the-week-view-for-time-tracking.md)
- [Time Approval](https://help.ruddr.io/time/time-approval.md)
- [Time Auditing](https://help.ruddr.io/time/time-auditing.md)
- [Time Entry Locking](https://help.ruddr.io/time/time-entry-locking.md)
- [Time Entry Status](https://help.ruddr.io/time/time-entry-status.md)
- [Time Tracking Overview](https://help.ruddr.io/time/time-tracking-overview.md)
- [Timesheets Overview](https://help.ruddr.io/time/timesheets-overview.md)
- [View and Manage Time Entries of Other Members](https://help.ruddr.io/time/view-and-manage-time-entries-of-other-members.md)
- [API Keys](https://help.ruddr.io/workspace-administration/api-keys.md)
- [Authentication](https://help.ruddr.io/workspace-administration/authentication.md)
- [Billing](https://help.ruddr.io/workspace-administration/billing.md)
- [Custom Data](https://help.ruddr.io/workspace-administration/custom-data.md)
- [Features](https://help.ruddr.io/workspace-administration/features.md)
- [General Workspace Settings](https://help.ruddr.io/workspace-administration/general-workspace-settings.md)
- [Integrations](https://help.ruddr.io/workspace-administration/integrations.md)
- [Invoice Settings](https://help.ruddr.io/workspace-administration/invoice-settings.md)
- [Managing Your Workspace](https://help.ruddr.io/workspace-administration/managing-your-workspace.md)
- [Member Profile](https://help.ruddr.io/workspace-administration/member-profile.md)
- [Members](https://help.ruddr.io/workspace-administration/members.md)
- [Multi-Step Approval Workflow Overview](https://help.ruddr.io/workspace-administration/multi-step-approval-workflow-overview.md)
- [Security Roles](https://help.ruddr.io/workspace-administration/security-roles.md)

## Optional

- [API Docs](https://docs.ruddr.io)