Course Content
Setting up your Scheduler
Understand how to filter and add users, assets and crews to your scheduler, including how you can sort them by depot.
Customising the Scheduler
Learn about the different ways in which you can customise the Teamleaf Scheduler to suit your workflow.
Understanding the Scheduler
The scheduler holds a lot of information, so having a good understanding on where to find all the relevant information is highly valuable. Learn more about the Scheduler here
Using the Scheduler
The Scheduler lets you reassign and optimise work in a number of ways depending on what your needs are, learn how to best use the Scheduler here
Finance and Invoicing
Teamleaf offers a number of finance tools. Learn how Teamleaf's earnings system works seamlessly to make your invoicing simple.
Using Shifts
Learn how to add, edit and delete shifts
Using Intracompany Tasks
Intracompany Tasks can be used when you have a task that you want another depot to help out on, when and how to use them here.
Task Sign Off
Signing Off Tasks is used to move a Task through departments on Teamleaf, learn how and why to use Task Sign Off here.
Confirmation
Complete the course by confirming your knowledge of Teamleaf 10
Creating an Invoice
Invoices are created using the Shift and Task Earnings you’ve added. To create an invoice, do the following:
Go to Finance Section
Go to the Task page of the Task you’d like to invoice, and scroll down to the ‘Finance’ section
Click ‘Add’
Click the Add button, and in the dropdown menu click ‘Add Invoice’, which will then open another menu. Fill in the relevant information on this menu, using the Earnings table to select which earnings you’d like to include in the Invoice. By default, all Earnings will be selected.
Once you’re happy with your Invoice, click the ‘Save’ button in the bottom right
Invoice Created
You have now created your invoice, and you can see the invoice either in the ‘Invoices & Payment Applications’ row of the ‘Finance’ section, or you can find a CSV version in the ‘Media’ section of the task.
