Hi Kyle, We had the same issue in the spring with SSO, among others, which caused issues with our interface to our accounting software as the names didn't match nor did the authentication of administrators. We don't use SSO anymore. Good luck, Annikki Annikki Desmarais Cantactix Solutions Inc.

Hi Stratton, With Admin access, a timesheet can be recalled and hours can be rejected, even if they are 'billed'. From there, time can be deleted and re-entered to the correct Task or Project. I know this isn't efficient as we have had some instances of moving time between projects as well. Ideally,...

Hi Cathy, One way we have been able to have a Task only edited by one or two people is to go to the task sharing for the specific task: Task Actions > Sharing, and removing the inherited permissions so that only the people we want to edit the task completion can. Unfortunately, it needs to be done o...

Hi Phuong We do not create billing records in WF. We use Quickbooks online (QBO) for invoicing. We transfer the data from WF to QBO (TrayIO interface) and have the API write back (change status) 'billed' to the hour or expense to keep a record in WF. We also have payment milestones that we mark as D...

Thank you for the pdf. We have been using the web version for an integration with QBO and it was time consuming to open each Object to find which fields are associated with them in order to link to the next Object. We were told during the sales presentations that an Object mapping document would be ...