Admin Getting Started

Home | Basic Setup: User | Basic Setup: Projects | Basic Setup: Expenses

 

Quick Start Guide for Administrators

Getting started with Virtual Time+Expense takes only a few easy steps:

Click on each section for the appropriate html or pdf file.

1. Install VTSync (Admin)

  • Install VTSync from this link - Read this guide for detail instructions: QuickBooks - pdf  - for QuickBooks Online users - pdf
  • Sync data from QuickBooks or Peachtree - see above pdfs

2. Setup Users and Projects (Admin)

3. Enter Time and Expense (Users)

  • Entering Time in a Weekly Format - pdf
  • Entering Time in a Daily Format - pdf
  • Enter Expense - pdf

4. Approve, Process, Import (Managers, Accountants, Admins)

  • Approve Time and Expense - pdf
  • Process, Export and Import Time and Expense - pdf

Additional Guides

  • Admin Manual setup (Full guide - for more advanced settings) - pdf
  • Admin Manual Overview (understanding concepts) - pdf
  • Adding an Employee - pdf
  • Adding an Employee (no ERP) - pdf
  • Adding an Approver - pdf
  • Adding a Project - pdf
  • Adding a 1099 Contractor - pdf
  • Adding a Corp2Corp - pdf

Frequently Asked Questions

For more FAQs check out our knowledgebase at support.virtualsoftware.net

 

 

Copyright © 2010 Virtual Software Inc. Send questions or comments to: support@virtualsoftware.net 6.2.1