Finance

Teamleaf features everything you need to manage accounts, from invoicing, to payroll, to running costs and more.

Browse Tutorials

Tutorials

Adding a Credit Note

Learn how to add a Credit Note to a Task in Teamleaf

Adding and Updating Rates

In this tutorial you will learn how to add new rates, and update existing rates.

Creating a Quote

In this tutorial you will learn how to create a basic quote in Teamleaf

Creating an Invoice

Learn how to create an invoice in Teamleaf, made simple using information you've already added to the Task

Other Categories

Fleet Management

Learn how to use Teamleaf's Fleet Management tools to better manage your team's vehicles

Forms are used across Teamleaf to collect and present information relating to your work.

Human Resources

Alongside Works Management, Teamleaf offers a range of Human Resources tools. Learn how to use them here.

If you have another depot assisting with a Task, you will want to use an Intracompany Task. Learn more about Intracompany here

With all the information you need in one place, Teamleaf makes invoicing a breeze - learn how you can simplify your accounts process here

Learn about how to create and use quotes in Teamleaf

Essential for getting an overview of your business, Reports are are used across departments to see KPIs in a presentable way.

The scheduler is at the heart of Teamleaf, use it to add, update and remove shifts, all from one place

Learn how you can setup Teamleaf to optimise your workflow, in a way that suits you.

Shifts are critical to Teamleaf, allowing the whole team to stay organised, knowing who is supposed to be where and when.

From Shifts, to Finance, to Forms and more, Tasks tie everything in Teamleaf together. Learn more about how you can optimally set up yours