Company

Settings

• Managing File Types
• Managing Task Groups
• How to Manage your Quote Status
• How to Manage Project Types
• Manage your Client Types
• Manage your Client Relationships
• Manage Contact Types
• Manage your Task List
• Time Off Policy Management
• Settings - Survey Point Types
• How to Create Client-Specific Activity Code Billable Rates
• Rate Schedule Items and Client Pricing
• Project and Task Status Management
• Custom PDF Layout - Replace a Field Source
• Employee Titles
• Managing Activity Codes

See less ▼

User Settings

• Setting Up Employee Time Sync to QuickBooks
• User Salary and wage
• Where do I set a user to be a PLS
• Add Paid Holidays
• Assign a Time Off Policy to a User
• Manage Users
• How to make a user active/inactive

See less ▼

Email Settings

• Email Template
• Setup for Sending Emails
• Microsoft Email Integration: Why Admin Approval Is Required
• How to Set Up and Manage Email Accounts

Billing

• Billing Methods
• How do I view my company's Kudurru Stone Invoices

Automation

• Getting Started with your Automation Rules

API

• Connecting Excel to the Kudurru Stone API
• Connecting Power BI to the Kudurru Stone API
• Creating an API Key in KudurruStone