The Relancer System simplifies file management within your projects. To upload a file:

1. Navigate to the "Files" tab in your project.
2. Click "Upload File" and select the file from your device.
3. Add a description if needed, and categorize the file for easy organization.
4. The uploaded file can be linked to specific tasks, discussions, or notes, making it easily accessible for team members.

This process ensures that all project-related documents are stored securely and can be retrieved effortlessly.

The Relancer System provides a powerful Notes feature for documenting ideas, meeting minutes, or project details. To create a note:

1. Navigate to the "Notes" tab within your project.
2. Click "New Note" to begin drafting.
3. Use the text editor to format your content, add links, or embed images.
4. Collaborate with team members, who can edit and update the note in real-time.

Each note is stored within the project, ensuring that important information is always accessible and organized.

Discussions within the Relancer System allow team members and clients to collaborate on projects efficiently. To start a discussion, navigate to the project, select the “Discussions” tab, and click on “New Discussion.” Enter a subject, write your message, and invite participants. This feature helps keep all communications organized and easily accessible.

Starting Discussions in the Relancer System

Discussions in the Relancer System are crucial for team communication. To begin a discussion:

1. Navigate to the "Discussions" tab within a project.
2. Click "New Discussion."
3. Enter a subject and message.
4. Add relevant participants by selecting team members or clients.
5. Optionally, attach files or link tasks directly within the discussion.

Discussions are designed to be threaded, keeping all related communication in one place, making it easy to follow and contribute to the conversation.

Leaving Comments

Team members can leave comments on discussions to provide input or feedback. Comments keep the conversation focused and allow for easy tracking of different viewpoints and decisions.

Updating Discussions

Discussions can be updated by adding more content, files, or participants. Simply return to the discussion, make your changes, and save them to keep everyone informed.

Task labels in the Relancer System help organize and prioritize tasks within your projects. You can use labels like "Urgent," "In Progress," or "Completed" to categorize tasks, making it easier to track progress and manage workloads.

To apply a label:

1. Open the relevant task.
2. Click on the label section.
3. Choose from existing labels or create a new one.

Labels can be color-coded for quick visual identification, streamlining task management across your projects.

In the Relancer System, all work revolves around projects. Within these projects, you can assign tasks, discuss ideas, attach files, make notes, and monitor time and expenses.

Starting a Project

1. Navigate to Projects.
2. Click on +Start a New Project.
3. Provide a name and description.
4. Assign a Label (e.g., NEW, IN PROGRESS).
5. Choose a Category for easy organization.
6. Select a Client Company.
7. Enable Tracking for time and expenses.
8. Click Create Project.

Inviting Participants to a Project

1. Once the project is created, invite participants.
2. Add Team Members or Clients.
3. Input their name or email.
4. Enter a team name to invite multiple members.
5. Click Send Invitations.
6. Invitees will receive an email.

To modify the participants later, go to the project and click People > Invite/Manage People.

Components of a Project

Each project consists of several tabs:

• Tasks: Track what needs to be done and deadlines.
• Discussions: Share ideas and comments.
• Files: Access attachments linked to tasks, comments, and notes.
• Notes: Collaborative text documents for tracking changes.
• Time: Monitor logged hours.
• Expenses: Track project costs.
• Activity: View all project updates.

Organizing Projects

Manage multiple projects by:

• Switching between Grid or List view.
• Filtering projects by Client, Label, or Category.

Completing a Project

1. Open the project.
2. Go to Options and select Complete.

Completed projects are accessible under Projects > Completed Projects.

After inviting users to the Relancer System, you can update their details, assign them to companies or teams, or move them to the Archive or Trash if they are no longer active.

Updating User Details:

• Go to the "People" section.
• Click next to a user's name to:
• Grant access to projects.
• Change their company.
• Add them to a team.
• Archive or delete the user.

Creating Companies:

• In "People," click "New Company."
• Enter the company’s name and optional details like address, currency, and custom rates.
• Click "Create Company."

Managing Teams:

• In "People," go to "Teams."
• Click "New Team," enter the name, choose members, and click "Create Team."

The Relancer System makes it simple to bring team members and clients into your projects. To invite someone:

1. Open your project and click on the "People" tab.
2. Select "Invite People."
3. Enter the email addresses of the individuals you want to invite.
4. Choose their role (e.g., Admin, Manager, Client) to set their permissions.
5. Optionally, customize the invitation message to include specific instructions or context.
6. Send the invite, and the system will notify the recipients via email.

You can track the status of invitations and resend them if necessary. Additionally, you have the option to manage and adjust participant roles at any time to ensure the right level of access for each person.

You can pay your invoices right in your Dashboard. Navigate to Invoices section and click "Make a Payment", enter your card details and follow the instructions.

In Relancer, creating estimates is straightforward, whether manually or from existing project data.

Steps to Create an Estimate:

1. Access the Estimates Section: Navigate to the Estimates tab.
2. Start a New Estimate: Click on "New Estimate."
3. Client Selection: Choose an existing client or add a new one.
4. Fill in Details: Provide essential information such as the client's address, preferred currency, language, and a unique estimate ID.
5. Set Dates: Enter both the estimate date and its expiration date.
6. Add Items: Manually input services or products, or import them from project data. You can also apply relevant taxes and discounts.
7. Optional Notes: Add any additional notes for the client.
8. Create the Estimate: Once all information is added, click "Create Estimate."

Sending the Estimate

1. Open the estimate.
2. Click "Send by Email."
3. Fill in the recipient’s details and email content.
4. Click "Send Estimate" to email it as a PDF attachment.

Converting an Estimate to an Invoice

If the client accepts the estimate, you can easily convert it into an invoice:

1. Open the estimate.
2. Click "Convert to Invoice."
3. Adjust any details if necessary.
4. Save the invoice, which will now appear in the Invoices section.

In Relancer system, generating invoices is straightforward. You can create them manually or based on tracked time and expenses.

Steps to Create an Invoice:

1. Navigate to the Invoices section.
2. Click on "New Invoice."
3. Choose a client or create a new one.
4. Input the necessary details: address, currency, language, and invoice ID (automatically generated).
5. Set the issue and due dates.
6. Add items manually, from a template, or based on project data.
7. Apply taxes and discounts as needed.
8. Include a client note or private comment if desired.
9. Click "Create Invoice."

Configuring Invoice IDs

Invoice IDs are automatically generated based on the format you set (e.g., INV-2024).

Sending Invoices

1. Open an unsent invoice.
2. Click "Send by Email."
3. Enter recipient details and email content.
4. Select online payment options (full, partial, or none).
5. Click "Send Invoice."

The recipient will receive the invoice as a PDF attachment.

Recording Payments

For online payments, you’ll receive a notification. To manually record payments:

1. Open the invoice.
2. Click "Add Payment."
3. Enter payment details.
4. Save to update the invoice status to either "Paid" or "Partially Paid."

Relancer's reporting feature provides detailed insights into your time tracking, expenses, and overall project performance, allowing you to make informed decisions.

Types of Reports:

Time Reports:

• Overview: Summarizes the total hours logged across projects.
• Detailed Report: Breaks down time entries by project, client, or team member.
• Steps to Generate:

1. Go to the "Reports" section.
2. Select "Time Reports."
3. Choose the desired filters: date range, project, client, or team member.
4. Click "Generate Report" to view the results.
5. Export the report as a PDF or CSV for sharing or archiving.

Expense Reports:

• Overview: Summarizes total expenses incurred within a specific period.
• Detailed Report: Provides a breakdown of expenses by category, project, or client.
• Steps to Generate:

1. Navigate to the "Reports" section.
2. Select "Expense Reports."
3. Set filters for date, project, category, or client.
4. Click "Generate Report" to display the data.
5. Export as PDF or CSV for further use.

Invoice Reports:

• Overview: Shows total invoiced amounts and payment statuses.
• Detailed Report: Provides a breakdown of invoices by client, project, or status (paid, unpaid, overdue).
• Steps to Generate:

1. Access the "Reports" section.
2. Choose "Invoice Reports."
3. Apply filters such as date range, client, or project.
4. Generate the report and review the data.
5. Export the report in the preferred format.

Project Reports:

• Overview: Gives a summary of project progress, including time spent and expenses incurred.
• Detailed Report: Offers in-depth analysis by breaking down project tasks, time logs, and expenses.
• Steps to Generate:

1. Go to the "Reports" section.
2. Select "Project Reports."
3. Filter by project, date, or team member.
4. Click "Generate Report" to access the report.
5. Export the data as needed.

Customizing Reports:

• Relancer allows you to tailor reports to meet specific needs. Use the available filters to narrow down the data you need, focusing on specific clients, projects, or time periods. This helps in generating reports that are relevant and precise.

Exporting and Sharing Reports:

• Once a report is generated, you can export it in PDF or CSV format, making it easy to share with clients or team members. This feature ensures that everyone involved has access to the same information, facilitating transparency and communication.

Relancer's reporting capabilities provide the detailed data needed to evaluate your business performance and make strategic decisions.

Time Tracking:

Manual Time Entry:

• Navigate to the "Time Tracking" section.
• Select the relevant project from the dropdown.
• Enter the date, start time, and end time, or simply input the total hours worked.
• Add a description or notes about the task performed.
• Click "Save" to record the entry.

Using the Timer:

• Access the timer via the "Time Tracking" section.
• Select the project you’re working on.
• Click "Start Timer" when you begin working, and "Stop Timer" when you finish.
• Review the logged time, add any necessary notes, and save the entry to the project.

Viewing and Editing Time Entries:

• Go to the "Time Logs" tab within the "Time Tracking" section.
• Browse all entries by date or project.
• To edit an entry, click on it, make the necessary changes, and save.
• To delete an entry, select it and click "Delete."

Expense Tracking:

Adding Expenses:

• In the "Expenses" section, click "New Expense."
• Select the associated project and enter the expense details: amount, date, and category (e.g., Travel, Supplies).
• Add a description for clarity.
• Attach receipts or any supporting documents by uploading files.
• Click "Save" to record the expense.

Managing Expenses:

• View all expenses in the "Expenses" tab.
• Filter expenses by project, date range, or category to find specific entries.
• To edit an expense, click on it, update the information, and save.
• To delete an expense, select it and click "Delete."

Reporting:

Generating Time and Expense Reports:

• Go to the "Reports" section.
• Choose the type of report (Time or Expenses) and set your filters: project, client, or date range.
• Click "Generate Report" to view detailed summaries.
• Export the report as a PDF or CSV file for sharing or further analysis.

Invoicing from Time and Expenses:

• Navigate to the "Invoices" section.
• Create a new invoice and select "Add Time Entries" or "Add Expenses."
• Choose the entries to include in the invoice.
• Review and adjust the invoice details as needed, then save and send it to the client.

Relancer’s time and expense tracking features ensure precise billing and comprehensive project management, helping you keep every detail accounted for.

The Calendar in Relancer is a powerful tool that helps you stay organized by managing tasks, deadlines, and meetings efficiently.

Key Features:

• Event Creation: Easily add new events by clicking on a specific date. You can set the time, add descriptions, and invite participants.
• Recurring Events: Schedule events to repeat daily, weekly, or monthly, minimizing manual entries.
• Custom Calendar Creation: Create custom calendars for different projects or teams. This allows for better organization and focus, with each calendar serving a specific purpose.
• Viewing Calendars: Toggle between multiple calendars or view them all at once. You can choose different viewing modes like day, week, or month to get the perspective you need.
• Syncing: Integrate your Relancer calendar with external platforms like Google Calendar or Outlook to manage all your events in one place.
• Reminders: Set up notifications to remind you of upcoming events, which can be received via email or within Relancer.
• Event Categories: Organize events using categories and colors, making it easy to distinguish between different types of tasks.

How to Use the Calendar:

1. Adding Events: Click on a date or time slot, fill in the details, and save.
2. Editing Events: Select an event to modify its details or time.
3. Deleting Events: Click on an event and choose "Delete" to remove it.
4. Creating Custom Calendars: Go to the calendar settings, create a new calendar, and customize it according to your needs.
5. Viewing Multiple Calendars: Switch between different calendars or merge views to see all events simultaneously.

Relancer's Calendar feature keeps you organized and ensures you never miss important deadlines or meetings.