Koho Sales Oy

1.0 Compilation of instructions 0

1.1 Logging in 2

• 1.1.1 Logging in
• 1.1.2 Changing your password

1.2 Koho on mobile 1

• 1.2.2 Using Koho on mobile

1.3 Integration to Exchange or Google Calendar 1

• 1.3.1 Importing time tracking information from Exchange or Google calendars

1.4 Money laundering law 1

• 1.4.1 Obligations under the Money Laundering Law

test 0

2.1 Workday clock 1

• 2.1.1 Using the workday clock

2.2 Timecard 8

• 2.2.1 Timecard - Search bar and active session
• 2.2.2 Timecard - Editing session on the "Unconfirmed"-tab
• 2.2.3 Timecard - Continuing, confirming and deleting sessions
• 2.2.4 Timecard - Utilize filters on the "Unconfirmed" tab
• 2.2.5 Timecard - Joint sessions

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2.3 Timesheet 6

• 2.3.1 Timesheet - Overview and navigation
• 2.3.2 Timesheet - Adding and deleting task rows
• 2.3.3 Timesheet - Tracking and accepting working hours
• 2.3.4 Timesheet - Adding products, travel expenses, attachments and sessions to entries
• 2.3.5 Timesheet - Adding assignment rows

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2.4 Using "+Session" button 2

• 2.4.1 Adding a work session with the "+Session" button
• 2.4.2 Adding a term session with the "+Session" button

2.5. Reporting - Own sessions 2

• 2.5.1 Working time reports: where can I see my cumulative shifts and working time?
• 2.5.2 Requesting annual holidays

2.6 Project plans 2

• 2.6.1 Project plans on Timesheet
• 2.6.2 Project plans on the "Projects" tab

2.7 My workspace 7

• 2.7.1 My workspace - Basic use
• 2.7.2 My workspace - Creating, editing, deleting and sharing a board
• 2.7.3 My workspace - Features of boards and stages
• 2.7.4 My workspace - Editing the card and adding files and comments
• 2.7.5 My workspace - Tags

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2.8 Expense invoices 1

• 2.8.1 Expense invoices

3.1 Customers 6

• 3.1.1 Creating a customer
• 3.1.2 Updating or deleting an existing customer
• 3.1.3 Why is a customer not visible in time tracking?
• 3.1.4 Responsibilities, customer categories and customer tags
• 3.1.5 How to import customers from Excel or CSV files?

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3.2 Products 5

• 3.2.1 How to create, edit and delete products?
• 3.2.2 Customer-specific catalogues
• 3.2.3 Product categories, product bundles and tags
• 3.2.4 Differences in product types
• 3.2.5 Importing products from external Excel and CSV files

3.3 Projects 5

• 3.3.1 How to create a project?
• 3.3.2 How to edit or delete an existing project?
• 3.3.3 How to create a project plan?
• 3.3.4 Viewing and editing project plans
• 3.3.5 Project discussions

3.4 Task templates 2

• 3.4.1 Creating a task template
• 3.4.2 Editing a task template

3.5 Assignments 5

• 3.5.1 Creating a new assignment template
• 3.5.2 Copying an assignment template
• 3.5.3 Assignment view and editing assignment templates
• 3.5.4 Attaching customers to assignment templates using the customer matrix
• 3.5.5. Setting time estimates for requirements of assignments

3.6 Users 6

• 3.6.1 Creating a new user
• 3.6.2 Deleting and editing users
• 3.6.3 Reactivating a deleted (archived) user
• 3.6.4 Responsibilities, teams and groups
• 3.6.5 User profiles

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3.7 Hour targets 2

• 3.7.1 Setting hour targets when using the work-time clock
• 3.7.2 Setting hour targets when using the timecard

3.8 Following working time 6

• 3.8.1 Following working time and flexitime using work-time clock
• 3.8.2 Following flexitime with Timecard or Timesheet
• 3.8.3 Editing working time entries
• 3.8.4 Editing sessions
• 3.8.5 Working time types for the work-time clock

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3.9 Holidays 1

• 3.10.1 Managing annual holidays

3.10 Invoice settings 0

4.1 Creating and processing invoices 6

• 4.1.1 Processing and invoicing sessions
• 4.1.2 Editing work sessions before invoicing
• 4.1.3 Viewing, editing and sending invoices
• 4.1.4 Creating a new invoice
• 4.1.5 Credit notes

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4.2 Sales 4

• 4.2.1 Sales - Creating a sale
• 4.2.2 Sales - Confirming and invoicing sales
• 4.2.3 Sales - Importing products and sessions from Excel
• 4.2.4 Sales - Mass import products from Excel

4.3. Purchase invoices 0

5.1 Creating and processing offers 3

• 5.1.1 Creating an offer
• 5.1.2 Managing offers
• 5.1.3 Converting an offer into a contract

5.2 Creating and processing contracts 3

• 5.2.1 Creating a contract
• 5.2.2 Activating contract invoicing and the invoicing terms tab
• 5.2.3 Editing and terminating a contract

5.3 Editing contract prices 3

• 5.3.1 Contracts - Price adjustments
• 5.3.2 Contracts - Contracy alterations and their invoicing
• 5.3.3 Contracts - Updating prices to match price lists

5.4 Leads 2

• 5.4.1 Creating, editing and deleting leads
• 5.4.2 Leads tab

5.5 Contract reservation 0

6.1. Reports - Timetracking 0

6.2. Reports - Shifts and holidays 0

6.3. Reports - Invoicing 0

6.4. Reports - Contracts 0

6.5. Reports - Offers 0

6.6. Reports - Miscellaneous 0

7.1 Sopimuskone 0

8.1 Portal PRO 1

• 8.1.1 Portal

8.2 Portal LIGHT 0

9.1 Tuntikone 0

10.1 Koho Ticketing 5

• 10.1 Configuring Koho Ticketing
• 10.1.2 Koho Ticketing - Active and Resolved tabs
• 10.1.3 Koho Ticketing - Creating a new ticket
• 10.1.4 Koho Ticketing - Processing tickets
• 10.1.5 Koho Ticketing - Dashboard

11.1 Netvisor KYC 0

Finago - asiakkaat 0

Ohjeet ja yleisimmin kysytyt kysymykset 0

Ohjeet 0