Rapport 3 Logo Rapport3 Help Pages




Categories

Quick Guides

General Use
2020 Interface Update
 

Duplicate Contact Checking
 

Installing the Outlook Plugin
 

Phone List Diary Panel
 

Power BI - Combining Multiple Tables
 

Power BI - Combining Online Data Sources
 

Power BI - Connecting to Data Cubes
 

Power BI - Data Archiving
 

Power BI - Publishing Reports
 

Power BI - Workspaces and Row Level Security
 

Rapport3 Mobile App Android
 

Rapport3 Mobile App IPhone
 

Human Resources
Amending Existing Leave Booking
 

Amending Timesheet Rates
 

Completing a Timesheet
 

Creating a Staff Member
 

Leave Booking for Admin Users
 

Leave Booking for All Users
 

Leave Booking for Leave Approvers
 

Skills Matrix
 

Projects
Billing Plan
 

Bulk Move Tool
 

Completing the Fee Plan Wizard
 

Default Grade Rates
 

Expenses Plan
 

Labour Plan
 

Metrics Panel
 

Performance Summary Graph
 

Project Grade Rates
 

Project Summary Panel
 

Skills Matrix
 

Subconsultants Management Report - Guidance
 

Subconsultants Plan
 

Workstage Template
 

Finance
Amending a Rejected Expense Claim
 

Business Travel Expenses
 

Creating Expenses using the Mobile App
 

Creating a Credit Note
 

Creating a New Branch
 

Creating a Purchase Invoice
 

Creating a Purchase Order
 

Creating a Sales Invoice
 

Creating an Expense Claim
 

Invoice Assignment Tool
 

Purchase Invoice Import Tool
 

Purchase Invoice Wizard
 

Sales Invoices - Email Functionality
 

Setting up a New Currency
 

Admin
API Guidance Document
 

Reference Tab
 

Our friendly in house support team are availble Monday to Friday 8am - 6pm GMT if you have any questions or need more help than the resources below can provide, contact them via email support@cubic-interactive.com or via phone call on +44 (0) 1423 701335

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