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Monitoring tools

Last Update 2 jaar geleden

Sign up options for MT and Billing Adding employees for MT access as an admin Assigning employees to managers Setting up clients for MT and pre-filling information Viewing and editing client plans

Creating an MT (for agencies not collecting time)

Ben

Last Update 2 jaar geleden

If your company does not record the time spent on creating an MT, this is the process you’ll need to follow to start an MT for a client.

First, you’ll need to click on “Initiate Form For This Month”. After this, your form will appear, and you’ll be able to fill it out by clicking on “Continue The Form”.


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