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Ota yhteyttä: asiakaspalvelu@kohosales.com
Knowledge base
1. General
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
0
1.4 Money laundering law
1
1.4.1 Obligations under the Money Laundering Law
2. Timetracking
2.1 Workday clock
1
2.1.1 Using the workday clock
2.2 Timecard
7
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
View all 7
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
View all 6
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
View all 7
2.8 Expense invoices
0
3. For admin users
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?
View all 6
3.2 Products
4
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
3.3 Projects
4
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
3.4 Task templates
0
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
0
3.7 Hour targets
0
3.8 Following working time
0
3.9 Raportointi
0
3.10 Holidays
0
3.11 Invoice settings
0
4. Invoices
4.1 Creating and processing invoices
0
4.2 Sales
0
4.3. Purchase invoices
0
5. Offers and contracts
5.1 Creating and processing offers
0
5.2 Creating and processing contracts
0
5.3 Editing contract prices
0
5.4 Leads
0
6. Koho - Tuntikone
6.1 Tuntikone
0
7. Sopimuskone
7.1 Sopimuskone
0
8. Koho - Portal
8.1 Portaali
0
Sisäisiä ohjeita
Finago - asiakkaat
0
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