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156 articles
Document Management
Document Management in Flowtly provides a structured system for organizing, uploading, and tracking documents across…
1 articles
Getting started
New to Flowtly? Start here. Explore the demo organisation to see a fully working account — real projects, budgets,…
8 articles
Projects
Projects in Flowtly serve as the core organizational units for managing and tracking business initiatives, client…
16 articles
Benefits
Flowtly provides organizations with a dedicated section to define, manage, and assign benefits to their employees .…
3 articles
Administration
The Administration section in Flowtly covers platform-wide settings , data management tools, and system monitoring —…
25 articles
Finance
The Finance section in Flowtly brings together all tools for managing your organisation's financial operations — from…
37 articles
Property Booking
The Property Booking feature in Flowtly provides the core functionality for managing reservations and occupancy across…
10 articles
Holidays
The Holidays section in Flowtly provides a comprehensive overview and management hub for all types of leave related to…
8 articles
People
The People section in Flowtly serves as the central hub for managing all information related to your workforce. It…
23 articles
Agreements
Agreements are foundational documents that formalize the relationship between your organization and its personnel,…
11 articles
Resourcing
Resourcing answers a question that time tracking cannot: not where did the hours go , but who is going to do the work…
8 articles
Sales
Sales covers the work before an engagement exists: finding companies worth approaching, working them until one becomes…
4 articles
- 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
- Service statusGetting started
- Add (Edit) ProjectProjects
- Budget realizationProjects
- Delete a ProjectProjects
- OverviewProjects
- Project FoldersProjects
- Project ListProjects
- Project ReferenceProjects
- Project TasksProjects
- Project TemplatesProjects
- Project TrackingProjects
- Projects ViewProjects
- TasksProjects
- Time TrackingProjects
- Time Tracking in Work SchedulesProjects
- Time Tracking ManagementProjects
- Time tracking: Use casesProjects
- Add (remove) Benefit for EmployeeBenefits
- Benefit CoverageBenefits
- OverviewBenefits
- Action CenterAdministration
- AttributesAdministration
- Company PoliciesAdministration
- Account & Organization EmailsAdministration
- Document & Reminder AlertsAdministration
- Holiday EmailsAdministration
- Invoice EmailsAdministration
- Project & Task NotificationsAdministration
- Schedule NotificationsAdministration
- 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
- 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
- Adding costs to budgetFinance
- Budget configurationFinance
- Budget P&L & forecastFinance
- OverviewFinance
- Use cases for BudgetsFinance
- Bulk InvoicesFinance
- Connecting AI Tools (Claude, ChatGPT)Finance
- Electronic signaturesFinance
- Bank AccountsFinance
- ContractorsFinance
- OverviewFinance
- 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
- OverviewFinance
- Payment remindersFinance
- Send InvoicesFinance
- Point of SaleFinance
- Recurring PaymentsFinance
- Tax GroupsFinance
- Importing Meter Readings (Counters)Property Booking
- Moving a counter to another assetProperty Booking
- Service rounds (patrol & cleaning checks)Property Booking
- Asset QR CodesProperty Booking
- Blocking the Possibility of BookingProperty Booking
- Create New LocationProperty Booking
- Create New or Edit PropertyProperty Booking
- OverviewProperty Booking
- Property Booking ProcessProperty Booking
- Who Holds a ResourceProperty Booking
- Bank HolidaysHolidays
- Common Holiday SettingsHolidays
- Creating a Holiday RequestHolidays
- Google Calendar IntegrationHolidays
- Holiday TypesHolidays
- Managing Holiday RequestsHolidays
- OverviewHolidays
- Pick Up DayHolidays
- AccountancyPeople
- Annual LeavePeople
- BenefitsPeople
- DocumentsPeople
- Employee AgreementsPeople
- Employee ProfilePeople
- FeedbackPeople
- Human ResourcesPeople
- MeetingsPeople
- New EmployeePeople
- Creating objectivesPeople
- Key ResultsPeople
- Levels, alignment and cyclesPeople
- Tracking progressPeople
- Objectives and Key Results (OKR/KPI)People
- OverviewPeople
- 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
- OverviewAgreements
- 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
- 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
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