Getting started 37 Setting up an iBE client Setting up an iBE client Logging in, Help and More Resources Getting Started with iBELogging into iBE.netHow do I LogoutWhy was I asked to Login Again? What Browsers are Supported?Document Codes or NumberingReporting Issues or Requesting EnhancementsWhat if I Forget my Password?What is my Client Number and what if I Forget it?Logging into iBE iPhone App Message Inbox Finding Messages in my InboxResponding to Approval & Workflow MessagesFiltering Inbox MessagesShowing Read Messages in InboxCan I Open the Reference Document from Inbox? Screen Layout & Navigation Screen LayoutMain PanelNavigating between AppsCreating Documents (Main Panel)Creating Documents from a TemplateSearching for DocumentsAdvanced SearchDeleting a DocumentHow to Recover a Deleted Document?What Buttons are in Main Tool Bar? Local and Personal Settings How do I reset my Password?When does my Password Expire?How many wrong login attempts are allowed?How do I update User Preferences?How do I change User Settings to another Country?How do I update my Photo and Contact Information?Why does iBE.net always first go to the Inbox?How to Show More Columns in a Table My Account or Company Settings Managing Users of your AccountHow is My Data Protected? Dashboard Dashboard
Setup & Customization 2 Creating Job-Roles Based Menus & Authorizations Creating Role Based MenusWhat are Role based menus?
Time & Attendance 10 Timesheet What is a Timesheet?Time Entry Info GraphicsTimesheet ListCreating a TimesheetSubmitting a time sheetCorrecting a Timesheet Approving Timesheets Approving Timesheet from Inbox And EmailApproving & Correcting TimesheetsPre-defined Timesheet workflows & How to CustomizeWhat is Time Evaluation & What are Typical Overtime Policies
Project & Tasks 34 Working with Projects What are Projects?Creating a New ProjectCopying ProjectsKeeping Track of Your ProjectsOther Options for Filtering Project ListsCreating Projects from a TemplateInviting Resources to your ProjectChanging Project DatesProject StatusDefining Project Phases Working with Milestones What are Project MilestonesAdding Billing MilestonesAdding Delivery MilestonesLinking Milestones to Phases Working with Tasks Adding Tasks to a ProjectDeleting and Closing TasksChanging Task DatesScheduling Tasks within a ProjectAdding Resources to a TaskAdding Groups or Teams to a TaskTask Resource Vs. Project ResourceChanging Task Priority or PhaseCreating Task-Lists or Sub-TasksKinds or Categories of Tasks Commercial Aspects of Billable Projects Project Set-up – Worked Example T&M Project
CRM & Sales 8 Working with Leads & Contacts Adding New Contact Setting up Products & Services Listing ProductWhat are Products and Services? Opportunity Opportunity OverviewWorking with OpportunitiesTracking Sales Activities within an OpportunityDeleting an OpportunityRestoring an Opportunity
Expense Management 9 Overview of Expenses Expense ApprovalsProcedure for Expense Reimbursement Expense Receipts Adding Reciepts via Web ApplicationInput of Expenses via Web AppWho can See My Expense Receipts? Expense Claims or Reports Filing an Expense ClaimVAT Recording (e.g. UK Expenses and other VAT Jurisdictions) Advanced Topics Cash AdvancesExpense Claim Reimbursement
HR & Time-Off 25 People Or HR Records Managing work permits and Identity CardsWhat Information can I Track in HRHow do I Change someone’s Address or Contact Information?How do I Add Emergency Contacts ?How do I Update someone’s Job Data?How do I Change How Many Hours someone is WorkingWhat is Total Salary vs. Employee Standard Cost?What is Expenses Currency, Assign Expense Type and Expenses via Payroll for?How do I Update someone’s Billing Rate or Target Utilization?Can I see Time-off Balances? Time-Off or Absence Options Available – Time-off RulesTime-off Types & RulesListing My Time-off RequestsRequesting Time-off in the FutureApproving Time-offWhat to Do if my Time-off Request is Rejected?Deleting a Time-off RequestCanceling a Time-off RequestMonthly Time-off Accruals Teams or Groups Teams – Impact on Resource PlanningCreating Teams based on MembersCreating Teams based on Department, Manager, Project or PositionWho can edit my Team?
Mobile Apps 7 Overview How to Get our Mobile ApplicationSigning into the applicationLanding Screen Overview Personal Settings Viewing and Setting up PreferencesChanging the Profile Picture Timesheet Creating a TimesheetTimesheet List
