Birdview Support
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Activity overview
Latest activity by Birdview Support-
Birdview Support created an article,
Quotes - Creating from a project template
AvailabilityOverview User can create a quote directly from a template project via its context menu. The system auto-generates quote line items from the template's billable tasks and ...
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Birdview Support created an article,
Import from CSV - Expenses (Beta)
Availability 1) Overview You can import a list of expenses saved as a CSV file to Birdview using a wizard. Expenses can be imported either as activity- or project-level expenses. In this article ...
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Birdview Support created an article,
Quotes - Management
AvailabilityOverview This article provides a step-by-step guide on creating quotes within Birdview, detailing how to add line items through import or manually, customize line item descri...
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Birdview Support created an article,
Quotes - Overview
AvailabilityOverview Birdview offers a tool to prepare and issue a quote, i.e. a document giving a list of goods or services with a cost estimation, including any applicable ...
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Birdview Support created an article,
Company settings - Predefined access levels
AvailabilityOverviewBirdview comes with a number of predefined access levels, which can be modified or replaced with your own, if required. The purpose of predefined access levels to help you quick...
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Birdview Support created an article,
Internal automations (Beta)
Availability OverviewBirdview offers an effective work automation tool: internal, or workflow, automations. The tool is designed to allow an administrative user to set up, test and run a sequence ...
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Birdview Support created an article,
Time tracking - Time log submitting & approval
AvailabilityOverview Time log approval is a feature that employs a structured workflow for submitting, reviewing and approving time entries logged by project members. The workflow includes conseque...
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Birdview Support created an article,
How to browse/export one's time logs
Q. How can a Time Tracker use Time Logs History to check out his/her own time entries as well as export them to Excel (CSV)?A. In addition to logging time, a time tracker can browse a history of hi...
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Birdview Support created an article,
Resource Management Reference Guide
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Birdview Support created an article,
Collaborator Quick Start Guide
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