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1. Go to Leave > New Request from the sidebar.
2. Select the Leave Type (vacation, sick, personal, emergency, parental, etc.).
3. Pick your start and end dates. The system calculates business days automatically.
4. Your current leave balance appears in real-time. If the request exceeds your balance, you'll see a warning.
5. Add a reason (required for some leave types) and attach any supporting documents.
6. Click Submit. Your manager is notified and the request appears in their approval queue.

1. Navigate to Leave > My Balances to see a breakdown by leave type.
2. Balances show: entitled (annual allocation), accrued (earned to date), used, pending, and available.
3. Accrual rates may increase with tenure — check the Accrual Schedule tab to see your tier.
4. Carry-over policies determine how many unused days roll into the next year.

1. Go to Leave > Team Requests to see pending requests from your team.
2. Each request shows a Team Impact indicator — if approving would push team absence above 25%, you'll see a warning.
3. Check the Team Calendar for overlap with existing leaves and blackout periods.
4. Click Approve or Decline (with a reason). The employee is notified immediately.

1. Navigate to Expenses > New Claim.
2. Click Upload Receipt and select a photo or PDF of your receipt.
3. The AI-powered OCR scans the receipt and auto-fills: vendor name, total amount, date, and currency.
4. Review and correct any extracted fields if needed. Select the Expense Category.
5. Assign the expense to a Project if it's billable, or leave as general overhead.
6. Add any notes and click Submit. Routing is automatic based on amount thresholds.

1. When creating an expense claim, select the original currency from the dropdown (150+ currencies supported).
2. Enter the amount in the original currency. Timewize fetches the real-time exchange rate.
3. The converted amount in your organization's base currency is displayed for reference.
4. The exchange rate is locked at the time of submission and recorded for audit purposes.
5. Finance teams can review all multi-currency claims in the Currency Reconciliation report.

Timewize automatically scans every expense submission for potential fraud. The system checks for:

• Duplicate receipts — same vendor, amount, and date submitted more than once.
• Unusual amounts — claims significantly above your historical average for that category.
• Frequency anomalies — an unusually high number of claims in a short period.
• Weekend/holiday spending — non-travel expenses submitted on non-work days.

If flagged, your claim is routed for manual review by the finance team. Flags are informational — they don't imply wrongdoing.

1. Go to Projects > New Project and fill in the project name, client, and description.
2. Select the Billing Type: Time & Materials, Fixed Price, or Non-Billable (internal).
3. Set the Budget (hours and/or monetary) and define the project timeline.
4. Configure Rate Cards: project rates override client defaults, which override global defaults.
5. Add Phases if the project has distinct delivery stages with gate approvals.
6. Assign Team Members with their roles and weekly allocation percentages.
7. Click Create Project. Team members are notified and can begin logging time immediately.

1. Open your project and go to the Team tab.
2. Click Add Member and search by name, skill, or department.
3. Set the allocation percentage (e.g., 50% means ~20 hours/week) and the date range.
4. For help staffing, use the AI Resource Finder — it ranks candidates by Fit Score based on skills match, availability, and delivery confidence.
5. Review potential scheduling conflicts highlighted by the system before confirming.

The Project Dashboard shows real-time Earned Value metrics:

• SPI (Schedule Performance Index): >1.0 means ahead of schedule. <1.0 means behind.
• CPI (Cost Performance Index): >1.0 means under budget. <1.0 means over budget.

Color coding: Red (<0.8) = critical, Amber (0.8–0.95) = at risk, Green (0.95–1.05) = on track, Blue (>1.05) = ahead.

1. Navigate to Finance > Invoicing.
2. Select the Client and Billing Period. The system pulls all approved billable timesheets.
3. Review the line items — hours are multiplied by the applicable rate card hierarchy.
4. Add any fixed-fee line items, adjustments, or discounts as needed.
5. Choose the currency and click Generate Invoice. The PDF can be sent directly to the client.

1. Go to Finance > Rate Cards.
2. Set your Default Rates — these apply to all projects unless overridden.
3. Create Client-Specific Rate Cards for clients with negotiated rates.
4. For individual projects, set Project-Specific Rates that override both default and client rates.
5. The system applies rates in order: project rate > client rate > default rate.

1. Go to Finance > Payments to see all outstanding invoices.
2. Click Record Payment on an invoice, enter the amount received, date, and payment method.
3. Partial payments are supported — the invoice status updates to Partially Paid.
4. The Aging Report (Finance > Reports > Aging) categorizes outstanding invoices: Current, 30, 60, 90, and 90+ days overdue.
5. Set up automatic payment reminders to be sent to clients at configurable intervals.