Help Center

• Frequently Asked Questions
  • Frequently asked: Finnish General VAT rate change on Sep 1, 2024
  • Forgotten username or password?
  • Time Management - FAQ
  • Projects - FAQ
  • Sales Invoices - FAQ
  • Heeros PSA pricing
  Show more
• Service releases
  • SERVICE BREAK: Wed Oct 16, 6 pm - 12 (midnight)
  • Connection problems in our services Sep 25 afternoon: SOLVED
  • Customer support not available Sep 18 afternoon
  • Finnish VAT Rate Increase in PSA 2024 / SERVICE RELEASE 2/2
  • Customer Support Service Hours in Summer 2024
  • Finnish VAT Rate Increase in PSA 2024 / SERVICE RELEASE 1/2
  • NOTE: Changes in Helpdesk service hours in December 2023
  • NOTE: Changes in Helpdesk service hours Dec 6 and 8
  • NOTE: Maintenance break in sending sales invoices to Talenom Nov 23, 20:00 - 02:00
  • NOTE: Chat support closed on Nov 15
  • NOTE: support.taimer.com -addresses will stop working Sep 27
  • NOTE: Helpdesk closed on Sep 20th
  • NOTE: Changes in Application Support service hours in December UPDATED: Dec 15
  • NOTE: Changes in Application Support service hours Nov 17 and 18
  • NOTE: Changes in Heeros PSA's Application Support Oct 18
  • Taimer is now Heeros
  Show more
• Version updates
  • Version update 26.09.2024
  • Version update 12.09.2024
  • Version update 28.08.2024
  • Version update 14.08.2024
  • Version update 26.06.2024
  • Version update 19.06.2024
  • Version update 11.12.2023
  • Version update 10.11.2023
  • Version update 27.09.2023
  • Version update 13.09.2023
  • Version update 23.08.2023
  • Version update 09.08.2023
  • Version update 14.12.2022 (service break 18:00 EET)
  • Version update 16.11.2022 (service break 18:00 EET)
  • October 2022
  • September 2022
  • June 2022
  • May 2022
  Show more
• Support & Training
  • Book a demo
  • Onboarding and training packages
  • Help Center and customer support
  Show more
• Getting Started
  • Logging in
  • 6 steps to get started
  • Navigate through application
  • Terminology
  • Account, project and task hierarchy
  • Multi-company ERP system
  Show more
• My Tools
  • Personal profile
  • Two-factor authentication
  • Password
  • Notifications (notification settings)
  • Mobile application
  • Personal notes
  • Notifications (Notifications view)
  Show more
• Dashboard
  • My Day Dashboard
  • BI-reporting view
  • Profit & Lost
  • Get actionable insights on tracked hours
  • Get actionable invoicing insights
  • Analyse multiple pipelines in one view
  • Get actionable sales insights on pipeline leads
  Show more
• Contacts
  • Accounts Overview
  • Add a new account
  • Sync Account data from Suomen Asiakastieto
  • Accounts: list view
  • Asiakkaan laskutusasetukset
  • Account-specify hourly rates
  • Contact persons overview
  • Users' (employees') details
  Show more
• Time
  • Track Hours
  • Track hours using bulk entry
  • Tracked hours in a list
  • Assign tasks from the time tracker calendar view
  • Resourced Tasks in Hour Tracking Calendar
  • Track Travel Hours and Commute Time
  • Calendar Functions
  • Hour approval
  Show more
• Resourcing
  • Resource planning
  • Task management overview
  • Import tasks for a project
  • Manage tasks in grid view
  • Manage tasks in Gantt view
  • Resourcing list view
  Show more
• Projects
  • Projects Overview
  • Create a new project in Heeros PSA
  • Projects list view
  • Project specific invoicing details
  • Invoicing addresses for customers and Projects
  • Add activities
  • Mark a project as won or lost
  • Add a lead and close the deal
  • Pipeline - Overview
  • Pipeline stages and probability percentages
  • Internal hours and expenses
  • Automatic invoicing
  • Note to the invoice creator
  • Scheduled invoicing
  • Create a copy of an existing project
  • Create sales quotes and estimates
  • Creating sales quotes in other currencies
  • Sending quote for approval
  • Create quote copies and build templates
  • Sales quote's proposals
  • Export quote to Excel
  • Revenue Recognition
  • Build forms to collect project data
  • Project hours report
  Show more
• Invoicing
  • Invoicing in PSA
  • Invoicing list view
  • Invoice using a blank template
  • Project invoice
  • Invoice material
  • Invoice hours tracked to a project
  Show more
• Costs
  • Expenses & Travel Expenses in PSA
  • Creating expenses and submitting them for approval
  • Creating travel expenses and submitting them to approval
  • Approving an Expense or Travel expense
  • Include expenses/travel expenses in customer's invoice
  • How to add a Purchase Order
  • Bills
  Show more
• Reports
  • New reports in PSA
  • Default reports in New reports
  • Hours by Jobtype
  • Forecast report
  • Invoicing report by month, account and project
  • Scheduled and automatic invoicing by month, account and project
  • Revenue Recognition Report
  • Profitability report
  • Management reports: Hours by account and user
  Show more
• Product Management
  • Products and inventory management
  • CPQ-modules
  • Product catalog
  Show more
• Settings
  • Update your company details
  • Add and deactivate users
  • Groups
  • Permissions
  • Users employment details
  • User's work hours and hour balance
  • Define your account settings
  • Import existing accounts to PSA
  • Activity types
  • Categorize expenses by an expense type
  • Travel expenses' mileage, daily allowances and additional allowances
  • Invoicing settings
  • Configure project settings
  • Define invoicing method for won deals
  • Product settings - categories and units
  • Product import
  • Set the description field as mandatory in time tracking
  • Add and update holidays
  • Employment templates
  • Job types and professional titles
  • Hour balance
  • Overtime and overtime balance
  • Resourcing Settings: Task priority and types
  • Tag management
  • Event log
  Show more
• Integrations
  • Accounting software integrations
  • Heeros Sales Invoices and Heeros Purchase Invoices Integration
  • Datev integration
  • eFina integration
  • Fortnox integration
  • Maventa integration
  • Google Calendar integration with Taimer
  • Office 365 integration to Taimer
  • Electronic invoicing integrations
  • DocuSign Integration with Taimer
  • HubSpot integration to Heeros PSA
  Show more
• Mobile applications
  • Heeros PSA Mobile Apps on iOS and Android
  • GPS trip log and mileage tracker
  Show more
• Subscription & Billing
  • Manage subscription and licenses (charge by card payment)
  • Manage subscription and licenses (charge by invoice)
  • Terms and Conditions 15.2.2023
  • Privacy Policy - Taimer.com
  • List of sub-processors - Taimer.com
  • Terms of Service - Taimer.com 13.08.2020
  Show more

User Guides

• Frequently Asked Questions
  • Frequently asked: Finnish General VAT rate change on Sep 1, 2024
  • Forgotten username or password?
  • Time Management - FAQ
  • Projects - FAQ
  • Sales Invoices - FAQ
  • Heeros PSA pricing
  Show more
• Service releases
  • SERVICE BREAK: Wed Oct 16, 6 pm - 12 (midnight)
  • Connection problems in our services Sep 25 afternoon: SOLVED
  • Customer support not available Sep 18 afternoon
  • Finnish VAT Rate Increase in PSA 2024 / SERVICE RELEASE 2/2
  • Customer Support Service Hours in Summer 2024
  • Finnish VAT Rate Increase in PSA 2024 / SERVICE RELEASE 1/2
  • NOTE: Changes in Helpdesk service hours in December 2023
  • NOTE: Changes in Helpdesk service hours Dec 6 and 8
  • NOTE: Maintenance break in sending sales invoices to Talenom Nov 23, 20:00 - 02:00
  • NOTE: Chat support closed on Nov 15
  • NOTE: support.taimer.com -addresses will stop working Sep 27
  • NOTE: Helpdesk closed on Sep 20th
  • NOTE: Changes in Application Support service hours in December UPDATED: Dec 15
  • NOTE: Changes in Application Support service hours Nov 17 and 18
  • NOTE: Changes in Heeros PSA's Application Support Oct 18
  • Taimer is now Heeros
  Show more
• Version updates
  • Version update 26.09.2024
  • Version update 12.09.2024
  • Version update 28.08.2024
  • Version update 14.08.2024
  • Version update 26.06.2024
  • Version update 19.06.2024
  • Version update 11.12.2023
  • Version update 10.11.2023
  • Version update 27.09.2023
  • Version update 13.09.2023
  • Version update 23.08.2023
  • Version update 09.08.2023
  • Version update 14.12.2022 (service break 18:00 EET)
  • Version update 16.11.2022 (service break 18:00 EET)
  • October 2022
  • September 2022
  • June 2022
  • May 2022
  Show more
• Support & Training
  • Book a demo
  • Onboarding and training packages
  • Help Center and customer support
  Show more
• Getting Started
  • Logging in
  • 6 steps to get started
  • Navigate through application
  • Terminology
  • Account, project and task hierarchy
  • Multi-company ERP system
  Show more
• My Tools
  • Personal profile
  • Two-factor authentication
  • Password
  • Notifications (notification settings)
  • Mobile application
  • Personal notes
  • Notifications (Notifications view)
  Show more
• Dashboard
  • My Day Dashboard
  • BI-reporting view
  • Profit & Lost
  • Get actionable insights on tracked hours
  • Get actionable invoicing insights
  • Analyse multiple pipelines in one view
  • Get actionable sales insights on pipeline leads
  Show more
• Contacts
  • Accounts Overview
  • Add a new account
  • Sync Account data from Suomen Asiakastieto
  • Accounts: list view
  • Asiakkaan laskutusasetukset
  • Account-specify hourly rates
  • Contact persons overview
  • Users' (employees') details
  Show more
• Time
  • Track Hours
  • Track hours using bulk entry
  • Tracked hours in a list
  • Assign tasks from the time tracker calendar view
  • Resourced Tasks in Hour Tracking Calendar
  • Track Travel Hours and Commute Time
  • Calendar Functions
  • Hour approval
  Show more
• Resourcing
  • Resource planning
  • Task management overview
  • Import tasks for a project
  • Manage tasks in grid view
  • Manage tasks in Gantt view
  • Resourcing list view
  Show more
• Projects
  • Projects Overview
  • Create a new project in Heeros PSA
  • Projects list view
  • Project specific invoicing details
  • Invoicing addresses for customers and Projects
  • Add activities
  • Mark a project as won or lost
  • Add a lead and close the deal
  • Pipeline - Overview
  • Pipeline stages and probability percentages
  • Internal hours and expenses
  • Automatic invoicing
  • Note to the invoice creator
  • Scheduled invoicing
  • Create a copy of an existing project
  • Create sales quotes and estimates
  • Creating sales quotes in other currencies
  • Sending quote for approval
  • Create quote copies and build templates
  • Sales quote's proposals
  • Export quote to Excel
  • Revenue Recognition
  • Build forms to collect project data
  • Project hours report
  Show more
• Invoicing
  • Invoicing in PSA
  • Invoicing list view
  • Invoice using a blank template
  • Project invoice
  • Invoice material
  • Invoice hours tracked to a project
  Show more
• Costs
  • Expenses & Travel Expenses in PSA
  • Creating expenses and submitting them for approval
  • Creating travel expenses and submitting them to approval
  • Approving an Expense or Travel expense
  • Include expenses/travel expenses in customer's invoice
  • How to add a Purchase Order
  • Bills
  Show more
• Reports
  • New reports in PSA
  • Default reports in New reports
  • Hours by Jobtype
  • Forecast report
  • Invoicing report by month, account and project
  • Scheduled and automatic invoicing by month, account and project
  • Revenue Recognition Report
  • Profitability report
  • Management reports: Hours by account and user
  Show more
• Product Management
  • Products and inventory management
  • CPQ-modules
  • Product catalog
  Show more
• Settings
  • Update your company details
  • Add and deactivate users
  • Groups
  • Permissions
  • Users employment details
  • User's work hours and hour balance
  • Define your account settings
  • Import existing accounts to PSA
  • Activity types
  • Categorize expenses by an expense type
  • Travel expenses' mileage, daily allowances and additional allowances
  • Invoicing settings
  • Configure project settings
  • Define invoicing method for won deals
  • Product settings - categories and units
  • Product import
  • Set the description field as mandatory in time tracking
  • Add and update holidays
  • Employment templates
  • Job types and professional titles
  • Hour balance
  • Overtime and overtime balance
  • Resourcing Settings: Task priority and types
  • Tag management
  • Event log
  Show more
• Integrations
  • Accounting software integrations
  • Heeros Sales Invoices and Heeros Purchase Invoices Integration
  • Datev integration
  • eFina integration
  • Fortnox integration
  • Maventa integration
  • Google Calendar integration with Taimer
  • Office 365 integration to Taimer
  • Electronic invoicing integrations
  • DocuSign Integration with Taimer
  • HubSpot integration to Heeros PSA
  Show more
• Mobile applications
  • Heeros PSA Mobile Apps on iOS and Android
  • GPS trip log and mileage tracker
  Show more
• Subscription & Billing
  • Manage subscription and licenses (charge by card payment)
  • Manage subscription and licenses (charge by invoice)
  • Terms and Conditions 15.2.2023
  • Privacy Policy - Taimer.com
  • List of sub-processors - Taimer.com
  • Terms of Service - Taimer.com 13.08.2020
  Show more
• Financial management
  

  User guides for Heeros Financial management software