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Helpdesk

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Activity overview

Latest activity by Helpdesk
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    Helpdesk created an article,

    Project financials - Expense approval

    Availability Overview Birdview offers the opportunity to select users (approvers) to approve or reject expenses logged by other users as part of project financial management. In this art...

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    Helpdesk created an article,

    Company settings - Google SAML SSO

    Availability Overview Google SAML (Security Assertion Markup Language) allows users to securely sign in to Birdview using their Google Workspace credentials. By enabling SAML authenticatio...

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    Helpdesk created an article,

    Activity center - Undo button

    Availability   Overview Some actions you perform in Activity center can be cancelled after they have been applied. For example, changing activity status or setting a dependency. This can be...

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    Helpdesk created an article,

    Project expense permissions

    Availability Overview Any access level comes with permissions for adding and/or editing expenses in both member and non-member project permissions, i.e. for projects where the user is a me...

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    Helpdesk created an article,

    How can I connect to my private cloud database?

    For the Private Cloud deployment plan, a customer gets read-only access from a static IP address range to a dedicated database in our MS Azure infrastructure. It allows using reporting tools such a...

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    Helpdesk created an article,

    Company settings - SAML OKTA Authentication

    Overview This article is about configuring the SAML method of SSO authentication in Birdview when using the OKTA provider. One of the SSO authentication methods in Birdview is SAML. Below are the ...

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    Helpdesk created an article,

    Invoices - Preview

    Availability Overview This article explains how to preview invoices before sending them, providing a clear view of how the final document will appear as a PDF or printout. In this article...

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    Helpdesk created an article,

    Invoices - Creating an invoice

    Availability Overview This article provides a step-by-step guide on creating invoices within Birdview, detailing how to add billable items, customize line item descriptions, and manage inv...

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    Helpdesk created an article,

    Invoices - Settings

    Availability Overview This article explains how to configure key invoice settings in Birdview. It covers specifying your company's details as the sender's address to appear alongside your ...

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    Helpdesk created an article,

    Invoices - Overview

    Availability Overview Birdview comes with an invoicing module, which allows you to create, edit, preview and download invoices as a PDF document for further processing (print out or email ...