Help Center
Categories
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- Exceptions in service times and changes to VAT rates at the turn of the year 2024-2025
- PSA customer support not available Nov 29 afternoon and Dec 6
- NOTE: Maintenance break in sending sales invoices to Talenom, Nov 21-22 night
- NOTE: Maintenance break in sending sales invoices to Talenom Nov 5, 8pm - 12am (midnight)
- Customer support not available Oct 24
- SERVICE BREAK: Wed Oct 16, 6 pm - 12 (midnight) Show more
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- Release Note 15.01.2025
- Version update 11.12.2024
- Version update 20.11.2024
- Version update 13.11.2024
- Version update 06.11.2024
- Version update 09.10.2024
- 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 Show more
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- 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
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- Update your company details
- Add, edit and lock users
- User's working hours and hour balance
- Groups
- Permissions
- Freelancer users
- Define your account settings
- Import existing accounts to PSA
- Activity types
- Travel expenses' mileage, daily allowances and additional allowances
- Expenses' payment types, types and currency rates
- Invoicing & Bills settings
- Configure project settings
- Define invoicing method for won deals
- Product settings - categories and units
- Product import
- Time tracker settings
- Employment templates
- Job types, professional titles and users' hourly rates
- Hour balance
- Overtime and overtime balance
- Manage hour balance & notifications
- Resourcing Settings: Task priority and types
- Tag management
- Event log Show more
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- 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
