# Ruddr Help

- [Introduction to Ruddr](https://help.ruddr.io/getting-started/introduction-to-ruddr.md): An introduction to Ruddr, the professional services automation platform, and how it differs in UX, onboarding, pricing, and AI capabilities.
- [Overview of Professional Services Automation](https://help.ruddr.io/getting-started/overview-of-professional-services-automation.md): Understand what professional services automation software does and how PSA products like Ruddr improve productivity and visibility.
- [Glossary of Terms](https://help.ruddr.io/getting-started/glossary-of-terms.md): Definitions and formulas for key professional services metrics in Ruddr, including utilization, revenue, realization, and gross margin.
- [Signing Up for Ruddr](https://help.ruddr.io/getting-started/signing-up-for-ruddr.md): Walk through creating a Ruddr account, verifying your email address, and creating or joining a workspace during sign up.
- [Accepting Workspace Invitations](https://help.ruddr.io/getting-started/accepting-workspace-invitations.md): Learn how to accept an email invitation to join a Ruddr workspace or request one from your workspace administrator.
- [Logging In](https://help.ruddr.io/getting-started/logging-in.md): Learn how to log into Ruddr with one or multiple workspaces, retrieve a forgotten Workspace URL ID, and reset your password.
- [Workspaces](https://help.ruddr.io/getting-started/workspaces.md): Understand how Ruddr workspaces work and how to join, create, and switch between multiple workspaces from a single user account.
- [Navigating the Ruddr Interface](https://help.ruddr.io/getting-started/navigating-the-ruddr-interface.md): A tour of the Ruddr interface, including the header bar, workspace search, help and support options, the timer, and the collapsible nav bar.
- [Ruddr Assistant](https://help.ruddr.io/getting-started/ruddr-assistant.md): Use the AI-powered Ruddr Assistant to find answers, query workspace data, analyze performance, and generate custom reports and charts.
- [The Home Area](https://help.ruddr.io/getting-started/the-home-area.md): Explore the Home area in Ruddr, including the Executive and Personal Dashboards plus your projects, tasks, and resource allocations.
- [Update Your User Profile](https://help.ruddr.io/getting-started/update-your-user-profile.md): How to update your name, email address, photo, and time zone from your Ruddr user profile, and turn on new feature notifications.
- [Change Your Password](https://help.ruddr.io/getting-started/change-your-password.md): How to change your Ruddr password from the My Profile screen by supplying your current password and confirming a new one.
- [Manage Two-factor Authentication](https://help.ruddr.io/getting-started/manage-two-factor-authentication.md): Set up two-factor authentication for your Ruddr account using an authenticator app or SMS, and save recovery codes for backup access.
- [Ruddr Guide to Setting up your Workspace](https://help.ruddr.io/setup-guide/introduction.md): A step-by-step guide for new workspace admins covering the recommended sequence for configuring your Ruddr workspace and inviting your team.
- [Getting Started](https://help.ruddr.io/setup-guide/getting-started.md): Start with the Ruddr basics, including creating an account, managing your profile, two-factor authentication, and the concept of workspaces.
- [Set up Your Workspace](https://help.ruddr.io/setup-guide/set-up-your-workspace.md): Follow a seven-step sequence for configuring your workspace, from general settings and features to custom data, security roles, and members.
- [Importing Your Data into Ruddr](https://help.ruddr.io/setup-guide/importing-your-data-into-ruddr.md): Learn how workspace admins can import clients, projects, time, and other data into Ruddr via CSV or with help from onboarding migration services.
- [Clients](https://help.ruddr.io/setup-guide/clients.md): Understand why clients are the foundational entity in Ruddr and find guides for creating, managing, and archiving clients in your workspace.
- [Projects](https://help.ruddr.io/setup-guide/projects.md): Learn the project setup topics every Workspace Admin should know, including billing types, approval workflows, revenue recognition, and dashboards.
- [Time Entry](https://help.ruddr.io/setup-guide/time-entry.md): Understand the time entry decisions that shape your workspace setup, including timesheets, time approval, auditing, and entry locking.
- [Expenses](https://help.ruddr.io/setup-guide/expenses.md): Get familiar with expense tracking setup in Ruddr, including expense categories, the Expensify integration, approvals, auditing, and item locking.
- [Resourcing](https://help.ruddr.io/setup-guide/resourcing.md): Get an introduction to resourcing in Ruddr, including how to enable the feature and which security permissions control access to allocations.
- [Billing](https://help.ruddr.io/setup-guide/billing.md): Review the key billing setup areas in Ruddr, from invoice settings and QuickBooks integration to creating, publishing, and taking payment on invoices.
- [Inviting Your Members](https://help.ruddr.io/setup-guide/inviting-your-members.md): Wrap up your workspace setup by inviting members into Ruddr and pointing them to the resources they need to create accounts and get started.
- [Managing Your Workspace](https://help.ruddr.io/workspace-administration/managing-your-workspace.md): An overview of the Settings area in Ruddr and the permission required for Workspace Admins to manage workspace configuration.
- [General Workspace Settings](https://help.ruddr.io/workspace-administration/general-workspace-settings.md): Configure workspace-wide defaults in Ruddr, including company information, business days, regional formats, and time and expense settings.
- [Multi-Step Approval Workflow Overview](https://help.ruddr.io/workspace-administration/multi-step-approval-workflow-overview.md): Enable multi-step approval workflow in Ruddr to establish sequential time and expense approvers at the workspace and project levels.
- [Invoice Settings](https://help.ruddr.io/workspace-administration/invoice-settings.md): Set workspace-wide invoice defaults, including payment terms, tax treatment, invoice variables, and how time and expenses display on invoices.
- [Members](https://help.ruddr.io/workspace-administration/members.md): Add, invite, deactivate, and manage workspace members in Ruddr, including bulk updates and resolving suppressed email addresses.
- [Member Profile](https://help.ruddr.io/workspace-administration/member-profile.md): Manage a member's profile in Ruddr, including identity, security role, capacity, cost and target periods, and project assignments.
- [Security Roles](https://help.ruddr.io/workspace-administration/security-roles.md): Understand Ruddr's built-in security roles and how to create custom roles with permissions for workspace, member, client, and project access.
- [Edit Project Permissions](https://help.ruddr.io/workspace-administration/edit-project-permissions.md)
- [Custom Data](https://help.ruddr.io/workspace-administration/custom-data.md): Manage Ruddr custom data such as lookup values, tags, and templates across billing, clients and projects, members, pipeline, and tasks.
- [Member Templates](https://help.ruddr.io/workspace-administration/member-templates.md): Create member templates that apply reusable defaults, such as security role and time tracking settings, when adding new workspace members.
- [Features](https://help.ruddr.io/workspace-administration/features.md): A reference for the workspace features that can be toggled in Ruddr, from multicurrency and pipeline to timesheets and resource allocations.
- [Integrations](https://help.ruddr.io/workspace-administration/integrations.md): Set up and configure third-party integrations in Ruddr, and find the CSV import tool for loading data into your workspace.
- [CSV Import](https://help.ruddr.io/workspace-administration/csv-import.md): Workspace admins can use Ruddr's CSV import tool to load members, clients, projects, time entries, and other data into their workspace.
- [API Keys](https://help.ruddr.io/workspace-administration/api-keys.md): Generate and manage the API keys used to authenticate to the Ruddr API and access your workspace data programmatically.
- [Authentication](https://help.ruddr.io/workspace-administration/authentication.md): Set up authentication providers for single sign-on in Ruddr, including SAML configuration and choosing a default provider for your workspace.
- [Billing](https://help.ruddr.io/workspace-administration/billing.md): How Ruddr bills your workspace, including billable members, free trials, payment information, billing frequency, and reviewing invoices.
- [Contacts - List](https://help.ruddr.io/pipeline/contacts-list.md): View and filter pipeline contacts in Ruddr, see their client, company, and opportunity assignments, and edit or delete contact records.
- [Pipeline Overview](https://help.ruddr.io/pipeline/pipeline-overview.md): An overview of the Pipeline feature in Ruddr and how contacts, companies, and opportunities combine to forecast demand for your services.
- [Contacts - Create and Edit](https://help.ruddr.io/pipeline/contacts-create-and-edit.md): Create contacts in the Pipeline area of Ruddr and edit contact details such as owner, title, time zone, and phone numbers.
- [Companies - List](https://help.ruddr.io/pipeline/companies-list.md): Browse, filter, edit, clone, deactivate, and delete the companies in your sales pipeline from the Ruddr company list screen.
- [Companies - Create and Edit](https://help.ruddr.io/pipeline/companies-create-and-edit.md): How to create and edit companies in the Pipeline area of Ruddr, use the company dashboard, and create a new client from a company.
- [Opportunities - List](https://help.ruddr.io/pipeline/opportunities-list.md): Filter your opportunity list, review metrics like gross and weighted pipeline, and edit, clone, or create projects from opportunities.
- [Opportunities - Create and Edit](https://help.ruddr.io/pipeline/opportunities-create-and-edit.md): Learn how to create and edit sales opportunities in Ruddr and how to create a new project or associate an existing one from an opportunity.
- [Client List](https://help.ruddr.io/clients/client-list.md): How to view, filter, edit, archive, bulk update, and delete the clients in your workspace from the Ruddr client list screen.
- [Create a New Client](https://help.ruddr.io/clients/create-a-new-client.md): Learn how to create a client in Ruddr, set client details, roles, and default invoice settings, or add a client from the new project window.
- [Client Dashboard](https://help.ruddr.io/clients/client-dashboard.md): Explore the client dashboard in Ruddr, including client KPIs on the Overview tab plus the Projects, Invoices, Contacts, and Files tabs.
- [Client Roles](https://help.ruddr.io/clients/client-roles.md): Establish a client rate card in Ruddr by linking or adding workspace roles and rates, or by creating client-specific roles.
- [Project Groups](https://help.ruddr.io/clients/project-groups.md): Group related projects within a client for reporting and filtering using Ruddr project groups, and create, edit, or deactivate them.
- [Purchase Orders](https://help.ruddr.io/clients/purchase-orders.md): Track client purchase orders in Ruddr, associate them with projects, and monitor invoiced amounts against the remaining PO balance.
- [Archive or Delete a Client](https://help.ruddr.io/clients/archive-or-delete-a-client.md): Learn when and how to archive or permanently delete a client in Ruddr, and what happens to its projects and associated data.
- [Project List](https://help.ruddr.io/projects/project-list.md): Filter and manage every project in your workspace from the project list, where you can edit, clone, archive, delete, or track time to any project.
- [Create a New Project](https://help.ruddr.io/projects/create-a-new-project.md): Walk through creating a project in Ruddr, from the New Project window to the Edit Project drawer's settings, time tracking rules, approvals, and billing.
- [Managing Multi-Step Approval Workflows](https://help.ruddr.io/projects/managing-multi-step-approval-workflows.md): Configure multi-step time and expense approval workflows at the workspace or project level, adding, reordering, and assigning approvers to each step.
- [Billing Types](https://help.ruddr.io/projects/billing-types.md): Compare Ruddr's four project billing types - Time and Materials, Fixed Fee, Fixed Monthly, and Non-Billable - and learn when each one is most appropriate.
- [Fixed Fee Revenue Recognition](https://help.ruddr.io/projects/fixed-fee-revenue-recognition.md): Explore the five methods Ruddr offers for recognizing fixed fee revenue, from as-invoiced and manual entries to three automated percent-complete options.
- [The Revenue Recognition Ledger](https://help.ruddr.io/projects/the-revenue-recognition-ledger.md): See how the Revenue Recognition Ledger separates fixed fee revenue recognition from invoicing, with manual, generated, and automated entries.
- [Fixed Fee Revenue Attribution](https://help.ruddr.io/projects/fixed-fee-revenue-attribution.md): Choose how fixed fee services revenue is distributed across team members using billable hours, time and materials revenue, or services cost percentages.
- [Project Dashboard](https://help.ruddr.io/projects/project-dashboard.md): Tour the project dashboard's tabs and KPIs, from progress graphs and team details to tasks, time, expenses, invoices, allocations, and files.
- [Project Settings](https://help.ruddr.io/projects/project-settings.md)
- [Project Status](https://help.ruddr.io/projects/project-status.md): Keep each project's status current across six options from Tentative to Cancelled, and lock time and expenses when work pauses or completes.
- [Project Team](https://help.ruddr.io/projects/project-team.md): Add, remove, or deactivate project team members, set Project Admins, mark members billable, and override cost rates from the Team tab.
- [The Project Admin](https://help.ruddr.io/projects/the-project-admin.md): Understand what the Project Admin role means in Ruddr and how to change or add multiple admins from the Team tab of the Edit Project drawer.
- [Project Tasks](https://help.ruddr.io/projects/project-tasks.md): Break projects into standard, rollup, and milestone tasks with list, board, and Gantt views, task-level budgets, dependencies, and time tracking.
- [Project Roles](https://help.ruddr.io/projects/project-roles.md): Define project roles with their own bill rates, add them from the client or workspace, and assign team members so one person can bill at multiple rates.
- [Project Bill Rates](https://help.ruddr.io/projects/project-bill-rates.md): How to assign bill rates to project roles or individual team members, and why rates are worth configuring even on Fixed Fee and Fixed Monthly projects.
- [Fixed Fee Billing Schedule](https://help.ruddr.io/projects/fixed-fee-billing-schedule.md): Build a schedule of invoice milestones for Fixed Fee and Fixed Monthly projects so Ruddr picks them up on the Ready to Bill screen on the right dates.
- [Project Expenses Ledger](https://help.ruddr.io/projects/project-expenses-ledger.md): Schedule billable or non-billable project expenses on the Accounting tab, with optional markup, recurring entries, and invoicing through Ready to Bill.
- [Products Ledger](https://help.ruddr.io/projects/products-ledger.md): Schedule one-time or recurring product charges on the Products ledger so they flow to the Ready to Bill screen and recognize revenue on the right date.
- [Additional Services Ledger](https://help.ruddr.io/projects/additional-services-ledger.md): Schedule single or recurring additional services on the Accounting tab so fixed fee items can be invoiced and recognized on hybrid Time and Materials projects.
- [Other Items Ledger](https://help.ruddr.io/projects/other-items-ledger.md): Bill miscellaneous one-time or recurring charges through the Other Items ledger and control when their revenue is recognized on Ruddr reports.
- [Prepayments Ledger](https://help.ruddr.io/projects/prepayments-ledger.md)
- [Earned Revenue Adjustment Ledger](https://help.ruddr.io/projects/earned-revenue-adjustment-ledger.md): Add single or recurring earned revenue adjustments on the Accounting tab to correct reported revenue without changing what is invoiced to the client.
- [Create a Project Budget](https://help.ruddr.io/projects/create-a-project-budget.md): Set up overall and monthly project budgets in Ruddr using summary, detailed, or task-aggregated models, with optional caps and budget notification emails.
- [Project Health Reporting](https://help.ruddr.io/projects/project-health-reporting.md): Create project health reports that rate budget, schedule, client satisfaction, and team satisfaction with color-coded scores shown throughout Ruddr.
- [Client Approvals](https://help.ruddr.io/projects/client-approvals.md): Send batches of time and expenses to clients for approval before invoicing, either as a single batch or on an automated schedule, and see what your client sees.
- [Earned vs Invoiced Revenue](https://help.ruddr.io/projects/earned-vs-invoiced-revenue.md): Understand the difference between earned and invoiced revenue in Ruddr and why earned revenue drives metrics like effective bill rate and services margin.
- [Archive or Delete a Project](https://help.ruddr.io/projects/archive-or-delete-a-project.md): Understand when to archive a project versus delete it permanently, and how each action affects time entries, expenses, invoices, and reporting in Ruddr.
- [Time Tracking Overview](https://help.ruddr.io/time/time-tracking-overview.md): An overview of time tracking in Ruddr, covering entry formats, timers, and the day, week, month, list, and overlay entry options.
- [Timesheets Overview](https://help.ruddr.io/time/timesheets-overview.md): Understand how timesheets group weekly time entries in Ruddr and how they change time submission, unsubmission, approval, and locking.
- [The Day View for Time Tracking](https://help.ruddr.io/time/the-day-view-for-time-tracking.md): Learn how to use the day view in Ruddr to create time entries, start timers, and submit each day's time for approval.
- [The Week View for Time Tracking](https://help.ruddr.io/time/the-week-view-for-time-tracking.md): Enter hours in a weekly grid by project, role, and task, copy last week's rows, add attachments, and submit time from Ruddr's week view.
- [The Month View for Time Tracking](https://help.ruddr.io/time/the-month-view-for-time-tracking.md): Use the month view calendar to review daily hours, check approval status at a glance, and submit a full month of time in Ruddr.
- [The List View for Time Tracking](https://help.ruddr.io/time/the-list-view-for-time-tracking.md): How to use the list view to scroll through all of your Ruddr time entries, jump to any date, and create or manage entries.
- [The Time Overlay Window](https://help.ruddr.io/time/the-time-overlay-window.md): Manage time entries and timers from anywhere in Ruddr using the time overlay window, without leaving the screen you are working in.
- [Time Entry Status](https://help.ruddr.io/time/time-entry-status.md): Learn the four time entry statuses in Ruddr, Not Submitted, Pending Approval, Rejected, and Approved, and the color coding for each.
- [View and Manage Time Entries of Other Members](https://help.ruddr.io/time/view-and-manage-time-entries-of-other-members.md): Which permissions let you view, edit, and submit time on behalf of other workspace members in Ruddr, including impersonation and auditing.
- [Time Approval](https://help.ruddr.io/time/time-approval.md): Understand Ruddr's four time approval types, automatic, manual, client, and bulk, and how to submit, approve, and reject time entries.
- [Time Auditing](https://help.ruddr.io/time/time-auditing.md): How to use the time auditing screen in Ruddr to review time entries and apply bulk updates or deletions across workspace members.
- [Time Entry Locking](https://help.ruddr.io/time/time-entry-locking.md): Understand when Ruddr locks time entries, how security roles affect the locking rules, and how a locked entry can become unlocked.
- [Timesheet Attestation](https://help.ruddr.io/time/timesheet-attestation.md): Learn how to enable timesheet attestation in Ruddr so members digitally sign and certify the accuracy of their submitted timesheets.
- [Expense Tracking Overview](https://help.ruddr.io/expenses/expense-tracking-overview.md): An overview of expense tracking in Ruddr, covering expense reports, expense items, approvals, the member selector, and exporting reports.
- [Manage Expense Categories](https://help.ruddr.io/expenses/manage-expense-categories.md): How Workspace Admins add, edit, deactivate, or delete expense categories in Ruddr, including attendee, receipt, and unit-based settings.
- [Create an Expense Report](https://help.ruddr.io/expenses/create-an-expense-report.md): How to create a new expense report in Ruddr, including the title, date, and notes fields and how unique report numbers are assigned.
- [Add Expense Items to an Expense Report](https://help.ruddr.io/expenses/add-expense-items-to-an-expense-report.md): Learn how to add expense items to a Ruddr expense report manually or by import, upload receipts, clone items, and apply expense markup.
- [Delete Expense Reports or Expense Items](https://help.ruddr.io/expenses/delete-expense-reports-or-expense-items.md): Remove expense reports or individual expense items in Ruddr, including bulk deletion, and understand why locked items cannot be deleted.
- [Expense Item Status](https://help.ruddr.io/expenses/expense-item-status.md): Expense items in Ruddr move through four statuses, Not Submitted, Pending Approval, Rejected, and Approved, each shown with a color-coded oval.
- [View and Manage Expense Items of Other Members](https://help.ruddr.io/expenses/view-and-manage-expense-items-of-other-members.md): See which security role permissions let you view, edit, and impersonate other members' expense items in Ruddr, plus auditing and reporting options.
- [Expense Approval](https://help.ruddr.io/expenses/expense-approval.md): Understand automatic, manual, and client expense approval in Ruddr, from submitting items to approving, rejecting, and bulk approval actions.
- [Expense Auditing](https://help.ruddr.io/expenses/expense-auditing.md): Use the expense auditing screen in Ruddr to review, edit, and bulk update expense items, view change history, and identify locked entries.
- [Expense Reimbursement Tracking](https://help.ruddr.io/expenses/expense-reimbursement-tracking.md): Track which expenses have been reimbursed in Ruddr by setting reimbursement status from the auditing screen or an expense report, individually or in bulk.
- [Expense Item Locking](https://help.ruddr.io/expenses/expense-item-locking.md): Find out why expense items become locked in Ruddr, how administrative rights affect the locking rules, and what it takes to unlock an item.
- [Ready to Bill](https://help.ruddr.io/billing/ready-to-bill.md): Use the Ready to Bill screen in Ruddr to review billable services, expenses, and other items and turn them into draft invoices for your clients.
- [Configure a Draft Invoice](https://help.ruddr.io/billing/configure-a-draft-invoice.md): Edit a draft invoice in Ruddr, including the header, settings, line items, and footer, plus invoice variables, numbering, taxes, and discounts.
- [Invoices List](https://help.ruddr.io/billing/invoices-list.md): Navigate the invoices list in Ruddr to filter invoices, review accounts receivable aging, and take actions on draft, open, and paid invoices.
- [Publish an Invoice](https://help.ruddr.io/billing/publish-an-invoice.md): What happens when you publish an invoice in Ruddr, including automatic approval of related items and locking of associated time and expenses.
- [Web Link to an Invoice](https://help.ruddr.io/billing/web-link-to-an-invoice.md): Share an invoice outside Ruddr by copying its unique web link, and see what clients view for draft, published, and paid invoices.
- [Send an Invoice](https://help.ruddr.io/billing/send-an-invoice.md): Email a published invoice to your client from Ruddr, configure recipients and attachments, and send a test email before final delivery.
- [Taking Payments](https://help.ruddr.io/billing/taking-payments.md): Record client payments in Ruddr from an invoice, the invoices list, or the Payments section, and allocate a payment across open invoices.
- [Credit Notes](https://help.ruddr.io/billing/credit-notes.md): Create, publish, send, and delete credit notes in Ruddr to adjust issued invoices, including how credits sync with QuickBooks Online and Xero.
- [Using Multiple Accounting Integrations](https://help.ruddr.io/billing/using-multiple-accounting-integrations.md): Set up multiple QuickBooks or Xero integrations in one Ruddr workspace and route invoices to each one using business units.
- [Overview of Resourcing](https://help.ruddr.io/resourcing/overview-of-resourcing.md): Learn the business benefits of resourcing in Ruddr, how to enable the Resource Allocations feature, and the permissions that control access.
- [Create a Resource Allocation](https://help.ruddr.io/resourcing/create-a-resource-allocation.md): Walk through creating a resource allocation in Ruddr, including allocation methods, booking types, placeholders, and cloning similar allocations.
- [Confirmed and Soft Bookings](https://help.ruddr.io/resourcing/confirmed-and-soft-bookings.md): Understand how confirmed and soft bookings work in Ruddr, where soft bookings appear in forecasts, and how to set or filter by booking type.
- [View Resource Allocations](https://help.ruddr.io/resourcing/view-resource-allocations.md): Explore the Members and Projects views of the resource allocations screen, including color coding, filters, summary metrics, and My Allocations.
- [Manage Resource Allocations](https://help.ruddr.io/resourcing/manage-resource-allocations.md): How to edit, clone, split, reassign, shift, and delete resource allocations in Ruddr using the allocations grid and its context menu.
- [Resource Placeholders](https://help.ruddr.io/resourcing/placeholder-resources.md): Use resource placeholders to allocate project hours before a member is identified, set placeholder rates and costs, and reassign allocations later.
- [Time Off and Resource Allocations](https://help.ruddr.io/resourcing/time-off-and-resource-allocations.md): Learn how manual and automatic time off allocations are created in Ruddr and how they affect member capacity, utilization, and holidays.
- [Assign Allocated Members to Project](https://help.ruddr.io/resourcing/assign-allocated-members-to-project.md): How to convert members with project allocations into assigned project team members, from either the Resources screen or the project dashboard.
- [Multicurrency Overview](https://help.ruddr.io/multicurrency/multicurrency-overview.md): An introduction to multicurrency in Ruddr, covering how to enable the feature, set a home currency, and choose the available workspace currencies.
- [Currency Conversion Overview](https://help.ruddr.io/multicurrency/currency-conversion-overview.md): Understand how Ruddr converts project currencies to the home currency using daily exchange rates and the date each type of revenue is recognized.
- [Client Currency](https://help.ruddr.io/multicurrency/client-currency.md): How the client currency works in Ruddr, including its effect on client dashboard metrics, default project currency, and per-currency roles and rates.
- [Project Currency](https://help.ruddr.io/multicurrency/project-currency.md): Every Ruddr project has a designated currency that governs rates, budgets, expenses, and invoices, and reports can convert values between currencies.
- [Handling Expenses in Multiple Currencies](https://help.ruddr.io/multicurrency/handling-expenses-in-multiple-currencies.md): When multicurrency is enabled, expense currencies in Ruddr follow the selected project, with report summaries converted to the home currency.
- [Invoicing with Multicurrency](https://help.ruddr.io/multicurrency/invoicing-with-multicurrency.md): Learn how multicurrency affects invoicing in Ruddr, from currency-matched projects on the Ready to Bill screen to changing a draft invoice's currency.
- [Reporting Overview](https://help.ruddr.io/reports/reporting-overview.md): An introduction to Ruddr's report library, covering report categories, security permissions, filters, saved reports, favorites, and exports.
- [Time Reports](https://help.ruddr.io/reports/time-reports.md): A guide to Ruddr's Time reports, including time entry detail, summaries by client, project, member, role, and task, and timesheet reports.
- [Expenses Reports](https://help.ruddr.io/reports/expenses-reports.md): A guide to Ruddr's Expenses reports, from detailed expense item listings to summaries by client, project, category, member, and practice.
- [Utilization Reports](https://help.ruddr.io/reports/utilization-reports.md): Understand Ruddr's Utilization reports, which track billable, client, productive, and total utilization by time unit, member, and practice.
- [Forecast Reports](https://help.ruddr.io/reports/forecast-reports.md): How Ruddr's Forecast reports combine past actuals with resource allocations to project hours, revenue, cost, and margin by project.
- [Plan Reports](https://help.ruddr.io/reports/plan-reports.md): Learn how Ruddr's Plan reports project hours, revenue, and utilization from resource allocations and billing schedules, without actuals.
- [Variance Reports](https://help.ruddr.io/reports/variance-reports.md): Ruddr's Variance reports compare planned hours and utilization against actuals, grouped by member, project, resource, and role.
- [Accounting Reports](https://help.ruddr.io/reports/accounting-reports.md): Explore Ruddr's Accounting reports covering invoices, payments, credit notes, AR aging, purchase orders, and uninvoiced revenue.
- [Performance Reports](https://help.ruddr.io/reports/performance-reports.md): Review Ruddr's Performance reports, showing hours, revenue, cost, profit, and margin for clients, projects, members, and practices.
- [Pipeline Reports](https://help.ruddr.io/reports/pipeline-reports.md): Ruddr's Pipeline reports provide insight into opportunities, including opportunity detail and monthly summaries of created and closing deals.
- [Workspace Reports](https://help.ruddr.io/reports/workspace-reports.md): Browse Ruddr's Workspace reports listing members, clients, contacts, projects, tasks, roles, project health, and history events.
- [Ruddr Desktop App](https://help.ruddr.io/desktop-and-mobile-applications/ruddr-desktop-app.md): How to download the Ruddr desktop app for MacOS and use it to enter time, run timers, and submit timesheets from your menu bar.
- [Ruddr Mobile App](https://help.ruddr.io/desktop-and-mobile-applications/ruddr-mobile-app.md): Track time and manage expense reports on the go with the Ruddr mobile app for iOS and Android, including timers and timesheet submission.
- [Connect AI Apps to Ruddr](https://help.ruddr.io/integrations/ai-connectors-overview.md): Connect Claude, ChatGPT, and other AI applications to your Ruddr workspace so they can access data, answer questions, and provide analysis.
- [Connect Claude to Ruddr](https://help.ruddr.io/integrations/ai-connectors-claude-setup.md): Add Ruddr to the Claude desktop and web apps, to Claude Code, or to your whole Claude organization.
- [Connect ChatGPT and Codex to Ruddr](https://help.ruddr.io/integrations/ai-connectors-chatgpt-setup.md): Add Ruddr to a ChatGPT Business or Enterprise workspace, or to the Codex CLI, desktop app, and IDE extension.
- [BambooHR Integration Overview](https://help.ruddr.io/integrations/bamboohr-integration-overview.md): Learn how Ruddr's BambooHR integration creates and manages workspace members and syncs approved time off from BambooHR into Ruddr.
- [BambooHR Integration Setup](https://help.ruddr.io/integrations/bamboohr-integration-setup.md): Install the BambooHR integration in Ruddr, authorize access, and configure member, time off, and sync settings.
- [Expensify Integration Overview](https://help.ruddr.io/integrations/expensify-integration-overview.md): Import expenses from Expensify into Ruddr to track accurate project costs and margins and bill expenses back to clients.
- [Expensify Integration Setup](https://help.ruddr.io/integrations/expensify-integration-setup.md): Set up the Expensify integration by generating your partnerUserID and partnerUserSecret and connecting Expensify to your Ruddr workspace.
- [HubSpot Integration Overview](https://help.ruddr.io/integrations/hubspot-integration-overview.md): Sync companies, contacts, and deals from HubSpot into Ruddr's Pipeline and convert HubSpot opportunities into Ruddr projects.
- [HubSpot Integration Setup](https://help.ruddr.io/integrations/hubspot-integration-setup.md): Connect your HubSpot account to Ruddr, configure the integration's sync settings, and run and review your first full synchronization.
- [QuickBooks Online Integration Overview](https://help.ruddr.io/integrations/quickbooks-online-integration-overview.md): See how Ruddr's QuickBooks Online integration syncs invoices, payments, and credit notes and creates vendor bills for reimbursable expenses.
- [QuickBooks Online Integration Setup](https://help.ruddr.io/integrations/quickbooks-online-integration-setup.md): Prepare your data and connect QuickBooks Online to Ruddr, including guidance on client mapping, invoice items, and multicurrency considerations.
- [QuickBooks Desktop Support](https://help.ruddr.io/integrations/quickbooks-desktop-support.md): Export Ruddr invoices in the Intuit Interchange Format (IIF) so they can be imported into QuickBooks Desktop or Enterprise.
- [Rippling Integration Overview](https://help.ruddr.io/integrations/rippling-integration-overview.md): Discover how the Rippling integration creates Ruddr members, manages member status and data, syncs approved time off, and enables single sign-on.
- [Rippling Integration Setup](https://help.ruddr.io/integrations/rippling-integration-setup.md): Install the Ruddr app from the Rippling App Shop and configure member, time off, and sync settings for the Rippling integration.
- [Sage Intacct Integration Overview](https://help.ruddr.io/integrations/sage-intacct-integration-overview.md)
- [Sage Intacct Integration Setup](https://help.ruddr.io/integrations/sage-intacct-integration-setup.md)
- [Salesforce Integration Overview](https://help.ruddr.io/integrations/salesforce-integration-overview.md): Give your delivery team pipeline visibility by syncing companies, contacts, and opportunities from Salesforce into Ruddr.
- [Salesforce Integration Setup](https://help.ruddr.io/integrations/salesforce-integration-setup.md): Create a Salesforce integration user and permission set, then install and configure the Salesforce integration in your Ruddr workspace.
- [Single Sign On (SSO) Overview](https://help.ruddr.io/integrations/single-sign-on-sso-overview.md): Understand how single sign-on works, including identity providers, service providers, and SAML-based authentication in Ruddr.
- [Single Sign On (SSO) - Service Provider Setup](https://help.ruddr.io/integrations/single-sign-on-sso-service-provider-setup.md): Set up Ruddr as an SSO service provider by creating a SAML auth provider, uploading your metadata XML, and testing the login.
- [Single Sign On (SSO) - Identity Provider Setup](https://help.ruddr.io/integrations/single-sign-on-sso-identity-provider-setup.md): Configure Microsoft Entra ID, Google Workspace, or Okta as your SAML identity provider for single sign-on with Ruddr.
- [Slack Integration Overview](https://help.ruddr.io/integrations/slack-integration-overview.md): Track time, receive missing time alerts, and get Ruddr notifications without leaving Slack using the Slack integration.
- [Slack Integration Setup](https://help.ruddr.io/integrations/slack-integration-setup.md): Follow five steps to install the Slack integration, choose workspace notifications, and link Ruddr members to their Slack accounts.
- [Xero Integration Overview](https://help.ruddr.io/integrations/xero-integration-overview.md): Learn how the Xero integration saves Ruddr invoices to Xero and keeps invoices, payments, and credit notes in sync between the two platforms.
- [Xero Integration Setup](https://help.ruddr.io/integrations/xero-integration-setup.md): Walk through connecting Xero to Ruddr, from preparing client names, invoice items, and tax rates to installing the integration.
- [Xero Invoice Export Integration Overview](https://help.ruddr.io/integrations/xero-invoice-export-integration-overview.md): Export invoices from Ruddr as a Xero-formatted CSV file for manual import when you prefer not to use the full Xero integration.
- [Cloud Storage Integration](https://help.ruddr.io/integrations/cloud-storage-integration.md): Connect Ruddr projects to shared folders in Google Drive, OneDrive, SharePoint, Box, Dropbox, and other cloud storage providers for one-click file access.
- [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): Login problems usually come down to a missing account, an unverified email address, or a forgotten password, each with a simple fix.
- [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): Excel treats CSV values that start with a hyphen as formulas; use the From Text/CSV import on the Data tab to display the text correctly.
- [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): Plan values reflect what was scheduled, actuals reflect delivered work, and forecasts combine both based on an Actuals Through date you choose.
- [How does the Member Cost Method impact performance reporting?](https://help.ruddr.io/faqs-and-troubleshooting/general/how-does-the-member-cost-method-impact-performance-reporting.md): Explains how the Hourly Wage, Fixed Wage Per-Hour, and Fixed Wage Per-Month cost methods change member and project cost calculations in performance reports.
- [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): The Fair Pricing Policy includes a 30-day free trial, charges only for billable members, instant credits for removed seats, and 24-month price guarantees.
- [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): Ruddr invoices add prorated charge and credit lines whenever billable members are added or removed, so you only pay for active seats you actually use.
- [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): Statutory holiday time off entries are created automatically each week, approved on creation, and locked for everyone except Workspace Admins.
- [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): When a week spans two months, Ruddr creates two timesheets so month-end time can be submitted without submitting the following month's days.
- [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): Time entries that violate current project or workspace rules, such as required notes or tasks or exceeded budgets, are skipped when copying the prior week.
- [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): This reminder typically means the week spans two months and only one of the two required timesheets for that week has been submitted.
- [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): Members with administrative permission to time and expenses can pick another member in the Approver dropdown on the Approvals screen to act on their behalf.
- [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): An empty approval queue usually means missing time and expense admin permissions or locked items; use the Include Locked Items filter to view them.
- [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): Productive Hours combine client hours with internal hours flagged as productive, and Productive Utilization divides them by capacity for the period.
- [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): Unpaid time off reduces a member's utilization capacity so metrics are not penalized, and it accrues no labor cost on member performance reports.
- [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): Run a manual sync from the HRIS integration and check the sync log; entries often fail because the member lacks capacity configured on the affected days.
- [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): Roles let members bill at multiple rates, support mid-project rate changes without altering historical revenue, and can be imported from client rate cards.
- [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): To preserve historical rates, deactivate old project roles and create new ones with updated bill rates, or clone the project if it does not use roles.
- [When is revenue recognized in Ruddr?](https://help.ruddr.io/faqs-and-troubleshooting/revenue-in-ruddr/when-is-revenue-recognized-in-ruddr.md): Recognition timing varies by revenue type: time and materials revenue is recognized when time is saved, while fixed fee revenue follows invoice or ledger dates.
- [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): Planned services revenue comes from allocations and bill rates on time and materials projects, and from billing schedules on fixed fee work.
- [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): On Fixed Fee projects, non-billable expenses count as both expenses revenue and cost, so the services revenue budget must be reduced by that amount.
- [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): This automated method recognizes fixed fee revenue based on billable hours delivered against total projected hours, with formulas and worked examples.
- [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): This method recognizes fixed fee revenue based on services cost incurred against a cost budget derived from your target gross margin, with worked examples.
- [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): This method recognizes fixed fee revenue based on the time and materials value of work delivered at bill rates, ideal when rates vary across roles.
- [What currencies are supported in Ruddr?](https://help.ruddr.io/faqs-and-troubleshooting/multicurrency/what-currencies-are-supported-in-ruddr.md): A complete list of the world currencies supported by the Multicurrency and Localization features in Ruddr, from the Afghan Afghani to the Zimbabwean Dollar.
- [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): Ruddr applies default Invoice Items to invoice line items based on the mappings you set on Project Types and Expense Categories in Custom Data.
- [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): Zero allocated hours usually mean the member lacks a capacity period, capacity on certain weekdays, or an active date range covering the allocation.
- [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): Fix the Failed to refresh tokens sync error by reauthorizing the BambooHR connection from Ruddr integration settings and allowing access via OAuth.
- [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): After reauthorizing, the integration must switch from API key authentication to OAuth; a full-access BambooHR admin should reconnect from Ruddr settings.
- [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): Details the employee and time off fields that sync one way from BambooHR into Ruddr, including matching rules and per-field update controls.
- [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): Receipts sync from Expensify only when the Public Receipt Visibility setting is enabled under the Classic interface workspace rules.
- [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): Details the company, contact, deal, pipeline, stage, and activity fields that sync one way from HubSpot into Ruddr, plus member matching rules.
- [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): Set up an Unearned Revenue account and Retainer items in QuickBooks Online and Ruddr, then offset invoices with a retainer line to draw down prepayments.
- [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): Covers how invoices, payments, credit notes, and reimbursable expenses sync between Ruddr and QuickBooks Online, including reload behavior.
- [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): Write off uncollectible amounts by creating a Bad Debt account and product in QuickBooks Online, issuing a credit memo, and verifying the applied payment.
- [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): Explains how the QuickBooks Online custom transaction numbers setting controls whether QBO or Ruddr assigns invoice numbers, and how to fix numbering gaps.
- [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): This QBO error occurs when an invoice currency differs from the customer currency; create separate clients and customers per currency and map them.
- [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): Ruddr does not support QBO sub-customers natively, but sub-customers can be converted to QBO Projects, which the integration fully supports.
- [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): Details the account, contact, opportunity, pipeline, stage, and activity fields that sync one way from Salesforce into Ruddr, plus member matching rules.
- [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): Covers how invoices, credit notes, and payments sync between Ruddr and Xero, including line item mapping, allocations, and reload behavior.
- [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): Set up an Unearned Revenue account and Retainer item in Xero and Ruddr, then offset invoices with a retainer line to draw down client prepayments.
- [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): This Xero publishing error means a Ruddr Invoice Item is not mapped to a Sell-type Product and Service in Xero; fix the mapping or item type to resolve it.

## Optional

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