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 0

1.4 Money laundering law 1

• 1.4.1 Obligations under the Money Laundering Law

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

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2.8 Expense invoices 0

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

4.1 Creating and processing invoices 0

4.2 Sales 0

4.3. Purchase invoices 0

5.1 Creating and processing offers 0

5.2 Creating and processing contracts 0

5.3 Editing contract prices 0

5.4 Leads 0

6.1 Tuntikone 0

7.1 Sopimuskone 0

8.1 Portaali 0

Finago - asiakkaat 0

Ohjeet ja yleisimmin kysytyt kysymykset 0

Ohjeet 0