Setting realistic budgets and monitoring your progress is critical to profitability. This article tells you what you need to know. Includes live tables for calculating budgets.
Ending Your Knack Subscription
If you are worried about how to terminate your Knack subscription, don’t. Here’s how to do it. It is simple.
Paid Time Off
Paid Time Off [PTO] in Ochre has everything that you need to manage your organization’s PTO policy. Here’s how it works.
Clients and Contacts
Your clients and contacts are stored in Ochre. This can be as simple as a name for reference, or you can add all the information needed to make this a shared resource for all users. It works like this.
You can export the data available to you at any time and as often as you wish.
'Export' is available for most tables in Ochre. Here’s how.
The Billable Ratio is the ratio of billable hours to non-billable hours. The Ratio is calculated for each staff member and for the overall organization.
The Billable Ratio is a key indicator of an organization's productivity. The organization's billing rates and profitability are tied to the Billable Ratio.
The Ochre app Expenses feature can provide all the bookkeeping required by the small firm architect. Let your accountant do the accounting. Your app can record and show how projects are doing financially as well as how well the organization is doing overall.
This is how it all works.
Transactions are the money records of bookkeeping. They are no more complicated than timekeeping records and much easier than accounting that you may be familiar with. Transactions have two basic types - income and expenses.
This article explains how to enter your money transactions.
What defines a User?
A User is simply someone who you grant access to the app; but there is a bit more to it.
Your Users can log their time, enter reimbursable expenses, enter money transactions and view reports on all of these activities. You control what information your Users have access to by assigning User Roles to them.
Historical Data are any records that happened before you started using Ochre.
Onboarding is accomplished in 3-1/2 Phases
Most tables in Ochre can be filtered in order to focus on just the records that you are interested in. There are two types of filters that you will encounter - the filter menu and the filter form.
How Reimbursable Expenses Work
Ochre is designed to address the need for reimbursable expenses. This is how it works.
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