WiseTeam HELP

Wiseteam v5.5.1

  • Getting started with WiseTeam
  • System Updates
    • Latest Update
  • Modules
    • Sales
      • Leads
      • Opportunities
      • Sales Pipeline
      • Campaigns
      • Offerings
      • Competitors
      • Accounts
      • Contacts
    • Projects
      • Project Portfolio
      • Projects
      • Activities
      • Baseline
      • Assets
      • Activity Calendar
      • Resource Timeline
      • Time Records
      • My Time Report
      • Timesheets
      • Time Reports
      • Time Approver
      • Time Submitter
      • Project Kanban
    • Tasks
      • Backlog
      • Tasks
      • Recurring Tasks
      • Kanban
    • Finances
      • Budget
      • Acceptance Certificate
      • Credit notes
      • Invoices
      • Pro Forma Invoices
      • Payments
      • Purchases
      • Purchase Acceptance Certificate
      • Purchase Invoice
      • Purchase Pro Forma Invoice
      • Purchase Payment
      • T&M Expenses
      • Bonuses
    • Tools
      • Dashboard
      • Risks
      • Incidents
      • Problems
      • Issues
      • Change requests
      • Knowledge Management
      • Mail
      • Mail Queue
      • Media
      • Surveys
      • Archive
  • Settings
    • User Settings
    • Users
    • Resources
    • Processes
    • Groups
    • Settings
    • Dictionary
    • Import
  • Notifications
  • Time recording

Interested?

Sign up for a free demo

Need help?

Email: help@wiseteam.com
Phone:
+370 657 85712
+370 620 91339
WiseTeam © 2025 All rights reserved.

Finances

Finances module ensures accuracy of customer billing and invoicing. Helps to manage budgets, prevent cost overruns and evaluate project profitability and employee performance.

Finances module consists of:

  • Budget
  • Acceptance Certificate
  • Invoices
  • Credit Notes
  • Pro Forma Invoices
  • Payments
  • T&M Expenses
  • Bonuses

Finances