Birdview Support
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Activity overview
Latest activity by Birdview Support-
Birdview Support created an article,
Company settings — Overview
In this article What is Company Settings? Account Settings System Lists People and permissions Work structure and finance Best practices Video tutorial Frequently asked questions What is Company...
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Birdview Support created an article,
Common reports - new look & location
Important By October, 2026, the common reports, currently found at Reports > Common tab, will be relocated to BI dashboards. They are completely redesigned using Microsoft Power BI technology for ...
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Birdview Support created an article,
AI credits in Birdview
AvailabilityOverview Birdview's AI features run on large language models. Every AI request uses computing resources, and credits are how that usage is measured. This guide expl...
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Birdview Support created an article,
BI dashboards – Live vs. refresh reports
Availability1Overview Birdview offers a Power BI module where you can have the benefit of Microsoft Power BI technology in a set of canned and custom PBI reports. You can lea...
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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 ...