My Account Help

This page is the main page for your account. From here, select the link next to the description.

My Account Functions

• Manage Account – Use these functions to manage your account.
  
  Use the "Account" link to change information such as password, email address, set daily or weekly timesheet functionality and enter billing information. You can also clear and reload cached lists from QuickBooks by selecting the "Clear Cache" link.



• Manage Users and Groups – Use these functions to manage users and groups.
  
  Select the “Add user” link to add users such as your employees or vendors on the account. You cannot submit time or expenses until users are added with appropriate access rights. Before you create users, you may want to create Time/Expense Groups to limit what the user has access to.
  
  Select “Add Time/Expense Groups” to create groups. Time and Expense groups are useful for two things. First, you can limit what Customers/Jobs, Payroll Items, Service Items, etc. a user has access to. Secondly, you can assign a manager to approve certain groups of users.