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Lists

Ongoing
The Archive
Change the name code for a client
Verify that the Customer and Project is linked to Fortnox

Basics

Basics Introduction

Project Home

Overview
Project Settings
Planning
Employee Time
Offers
Control

Planning

Planning Introduction
Add Planning & Absence
Colors in Planning

Invoicing & Accounting

Setting up Fortnox
Syncing Clients & Projects with Fortnox
Exporting Vouchers to Fortnox
Create Invoice
Invoice Status
Cancel, Credit & Copy Invoice

Co-workers

Add & Invite new Co-workers
Remove Co-workers
Planning Level and Work hours

What have i done?

Time Reporting

Tips & Tricks

Add Roughly Right to dock (Mac)
How can I view other employees’ reported time on a weekly basis?

Reports and Analysis

Time is Money
Roughly Now

Offers

What: Offers can be created in the project home under Offers.

This might help you if you are wondering:

  • How to create and send an offer
  • How to display the price, activities and purchases separately in an offer
  • How to display prices in subprojects

Create and Send offer:

Display the price, activities & purchases separately:

Display prices in subprojects:

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