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Procedure for Expense Reimbursement
Last Updated: June 4, 2025Explains typical company procedures for expense reimbursement. Trip Pre-Approval & Cash Advances Some companies have formal trip pre-approvals, especially when flights are being booked ahead of time or by a centralized travel agency and/or cash advances are required. In these...
Listing Product
Last Updated: June 4, 2025Listing Products Users can list the products and services that the organization offers or frequently purchases. To access the Listing page, navigate to SALES > SERVICES PROVIDED. Adding a New Product Once saved, the new product will be available for use...
What are Products and Services?
Last Updated: June 4, 2025This article explains the concept of Products and Services What are Products and Services? iBE.net, the terms “products” and “services” refer to the different types of offerings that the system helps businesses manage, covering both tangible goods (physical products) and...
Adding New Contact
Last Updated: June 4, 2025This article explains how to add a new Contact. Navigate to Sales Menu To add a new contact click on Sales > Leads & Contact in the standard menu, you will see a list of contacts. KEY INFO Click on...
Project Set-up – Worked Example T&M Project
Last Updated: June 4, 2025This article covers the set-up of a typical hourly or time and materials project from end to end with milestones, tasks, dates, resources, straight time/overtime rates, expense budgets, planned resource efforts and customer purchase orders. It assumes a project template...
Task Quantities or Unit Time
Last Updated: June 4, 2025Explains how to define task planned or actual quantities, and unit time. Explains what task quantities and unit time are used for. What are Task Quantities for? Task quantities are used to track the planned and actual output of a...
Checks Performed when Changing the Task Type
Last Updated: June 4, 2025Explains how to change task type and checks carried out when doing so How to Change a Task Type If you create a task which has the wrong task type then you will need to correct this. Normally you can...
Fixed Price vs. Time & Materials Based Tasks
Last Updated: June 4, 2025Explains the difference between fixed price and time & materials tasks Different Kinds of Billable Tasks Billable tasks can be set up in different ways to manage typical contracts and billing scenarios, such as: Time & Material or Input Based...
Internal vs. Billable Tasks
Last Updated: June 4, 2025This article explains the difference between internal and billable tasks and how to set-up a task as billable What are Internal vs Billable Tasks? Internal tasks are tasks to deliver internal work such as operating your business, a re-organization of...
Kinds or Categories of Tasks
Last Updated: June 4, 2025Tasks are the fundamental building blocks in iBE to manage the delivery of work and creation of value. There are several kinds of tasks for example: All of the cases above are represented as tasks in iBE.net. Sometimes they are...