Knowledge Base

Clients

• Viewing Clients
• Managing Clients
• Client Statement

Projects

• Viewing Projects
• Adding Projects
• Creating Project Budgets
• Project Financial Widget
• Contracting/Uncontracting a Budget
• Applying Retainers

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Timesheets

• Tracking Your Time
• Approving Timesheets
• Auto-Approve Timesheets
• Viewing & Editing Approved Timesheets
• Timesheet Budget Tracking

Expenses

• Entering Your Expenses
• Viewing & Editing Expense Items
• Approving Expenses

Invoicing

• Managing Draft Invoices 
• Labor & Expense Adjustments
• Applying Payments
• Financial Adjustments
• Create and Manage Timesheet Notes

Vendors

• Viewing Vendors
• Managing Vendors
• 1099 Vendors

Bank and Credit Card Registers

• Bank and Credit Card Register Features Overview
• Linking a Bank or Credit Card Register to Your Financial Institution
• Reconcile Transactions
• Split Bank Transactions

Accounting

• Bank & Credit Card Registers
• Printing Checks
• Chart of Accounts
• Account Receivable
• Accounts Payable
• Journal Entry

Reports

• Labor Revenue Report
• Payroll Report
• Chargeability Report
• Billable/Unbillable Hours Report
• Expense Report
• Project Timesheet Report

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Your SQUAVA Account

• Update/Edit Company Information
• Manage Client Contacts
• Managing Employee Profiles
• Re-Send Employee Invite
• Your Payment Information