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Categories
197 articles
Getting started
Account, organisation, first steps
13 articles
Account & settings
Plans, modules, preferences
14 articles
Invoicing
Create, send, approve, remind
21 articles
E-invoicing & tax
Structured invoices and tax groups
3 articles
Costs & expenses
Transactions, bank accounts, accountancy
14 articles
Budgets & cost control
Plan against actuals
10 articles
Contracts & agreements
Terms, documents, signatures
13 articles
Projects & tasks
Plan, assign, follow up
15 articles
Time tracking
Log, approve, report hours
6 articles
Resourcing
Demand, bench, bookings
9 articles
People & HR
Records, reviews, goals
23 articles
Time off & schedules
Leave, balances, work schedules
20 articles
Assets & bookings
Rooms, equipment, meters
17 articles
Sales & CRM
Prospects, deals, pipeline
5 articles
Integrations
Banks, Stripe, AI tools, calendars
6 articles
Security & privacy
Access, audit trail, your data
8 articles
- Document Management
- NotificationsGetting started
- Benefits
- Emails & NotificationsAdministration
- SettingsAdministration
- Finance
- Bank IntegrationFinance
- Asset ManagementProperty Booking
- Human ResourcesPeople
- ObjectivesPeople
- Agreements
- The Signatures pageDocument Management
- HomeHome
- Try the demoGetting started
- Create your accountGetting started
- Set up your organizationGetting started
- Invite your teamGetting started
- Install Flowtly on your deviceGetting started
- NotificationsGetting started
- Signing inGetting started
- Forms that save as you goGetting started
- Service statusGetting started
- Searching the workspaceGetting started
- Flowtly AssistantGetting started
- IntegrationsGetting started
- Onboarding guideGetting started
- Add (Edit) ProjectProjects
- Archive a ProjectProjects
- Budget realizationProjects
- Monthly Project Sign-offProjects
- Phase marginProjects
- Project AssetsProjects
- Project FoldersProjects
- Project KPIsProjects
- Project ListProjects
- Project ReferenceProjects
- Project TasksProjects
- Project TemplatesProjects
- Project TrackingProjects
- Projects overviewProjects
- Projects ViewProjects
- TasksProjects
- Time TrackingProjects
- Time Tracking in Work SchedulesProjects
- Time Tracking ManagementProjects
- Time tracking: Use casesProjects
- Add (remove) Benefit for EmployeeBenefits
- Benefit CoverageBenefits
- Benefits overviewBenefits
- Action CenterAdministration
- AttributesAdministration
- Company PoliciesAdministration
- Account & Organization EmailsAdministration
- Document & Reminder AlertsAdministration
- Email Signature AvatarsAdministration
- Holiday EmailsAdministration
- Invoice EmailsAdministration
- Project & Task NotificationsAdministration
- Schedule NotificationsAdministration
- How your data is protectedAdministration
- Working with multiple organizationsAdministration
- Billing ratesAdministration
- Asset settingsAdministration
- List columnsAdministration
- Organization settingsAdministration
- Invoicing settingsAdministration
- PositionsAdministration
- Permission groupsAdministration
- Time off settingsAdministration
- Time off approversAdministration
- Invoice approversAdministration
- TimesheetsAdministration
- Multi-factor authenticationAdministration
- Security settingsAdministration
- API tokensAdministration
- Mail footerAdministration
- LocationsAdministration
- Dashboard widgetsAdministration
- DepartmentsAdministration
- Requirement groupsAdministration
- Contract typesAdministration
- BanksAdministration
- Document typesAdministration
- Invoice tag groupsAdministration
- Transaction settingsAdministration
- Budget settingsAdministration
- Supplier invoice completenessAdministration
- Email historyAdministration
- Single sign-on (SSO)Administration
- Manage active modulesAdministration
- CountriesAdministration
- Subscription and billingAdministration
- System Logs & Audit TrailAdministration
- Accountancy ExportsFinance
- Accountancy QuestionsFinance
- Accountant questions on transactionsFinance
- Check whether your bank feed is workingFinance
- Connect your Stripe accountFinance
- Bank StatementsFinance
- Adding costs to budgetFinance
- Budget alertsFinance
- Budget configurationFinance
- Budget P&L & forecastFinance
- Choosing tags for budgetingFinance
- Use cases for BudgetsFinance
- Which finance view to useFinance
- Bulk InvoicesFinance
- Cash-outFinance
- Connecting AI Tools (Claude, ChatGPT)Finance
- Contract amendmentsFinance
- Contract completeness checksFinance
- Electronic signaturesFinance
- Order economicsFinance
- Starting a contract and reviewing an uploadFinance
- Bank AccountsFinance
- ContractorsFinance
- Splitting a Cost Across Projects by AttributeFinance
- Transaction AttachmentsFinance
- Transactions managementFinance
- CounterpartiesFinance
- Currencies and exchange ratesFinance
- E-InvoicingFinance
- E-invoicing in Europe: who mandates it, and from whenFinance
- Exporting Invoice PDFs for a PeriodFinance
- Finance DashboardFinance
- Billing meter consumption on a client invoiceFinance
- ClientsFinance
- Invoice approval workflowFinance
- Invoice line templatesFinance
- Invoice list and CreationFinance
- Invoice Preview/Attach to budgetFinance
- Payment remindersFinance
- Record an Invoice as SentFinance
- Send InvoicesFinance
- Set-off declarationsFinance
- Point of SaleFinance
- Reconciling Documents with the Accountant's BooksFinance
- Tax GroupsFinance
- A building's common areaProperty Booking
- Deleting or archiving a meterProperty Booking
- Importing Meter Readings (Counters)Property Booking
- Moving a counter to another assetProperty Booking
- Rent billed per square metreProperty Booking
- Service rounds (patrol & cleaning checks)Property Booking
- Tenancy scheduleProperty Booking
- Tenant turnover and sales per square metreProperty Booking
- Tenant utilities statementsProperty Booking
- Asset QR CodesProperty Booking
- Blocking the Possibility of BookingProperty Booking
- Create New LocationProperty Booking
- Create New or Edit PropertyProperty Booking
- Property Booking ProcessProperty Booking
- Who Holds a ResourceProperty Booking
- Bank HolidaysHolidays
- Common Holiday SettingsHolidays
- Creating a Holiday RequestHolidays
- Google Calendar IntegrationHolidays
- Holiday TypesHolidays
- Holidays overviewHolidays
- Managing Holiday RequestsHolidays
- Pick Up DayHolidays
- AccountancyPeople
- Annual LeavePeople
- BenefitsPeople
- DocumentsPeople
- Employee AgreementsPeople
- Employee ProfilePeople
- FeedbackPeople
- Sharing a Job Offer and Booking InterviewsPeople
- MeetingsPeople
- New EmployeePeople
- Creating objectivesPeople
- Key ResultsPeople
- Levels, alignment and cyclesPeople
- Tracking progressPeople
- Objectives and Key Results (OKR/KPI)People
- People DashboardPeople
- Performance targetsPeople
- PermissionsPeople
- RatesPeople
- ResponsibilitiesPeople
- Time Tracking SettingsPeople
- Usage Examples of Annual Leave TabPeople
- Best Practices for SchedulesAgreements
- Employee AgreementsAgreements
- Hours per week & Job Size + examplesAgreements
- Schedules in Work TimeAgreements
- Schedules ManagementAgreements
- Type of AgreementsAgreements
- Use cases for Work SchedulesAgreements
- Work Schedule ConfigurationAgreements
- Work Schedule PlannerAgreements
- Work SchedulesAgreements
- Delete your account and dataDelete your account and data
- Assignments layoutResourcing
- Capacity by projectResourcing
- Capacity by personResourcing
- The bench and draft bookingsResourcing
- Setting a role's demandResourcing
- The cell drill-downResourcing
- Requesting and approving staffingResourcing
- Actuals — plan vs reportedResourcing
- The Actuals drill-downsResourcing
- Deals and the pipelineSales
- Closing a dealSales
- ProspectingSales
- Converting a prospectSales
- Sales dashboardSales
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