Knowledge Base
Everything you need to know to work more efficient with Amberlo.
Getting Started
- Login and Password Issues
- How to Sign Up to Amberlo?
- How to Sign Up to Amberlo using Social networks?
- How to Sign Up to Amberlo using email?
- How to Log In to Amberlo?
- How to Log Out from Amberlo?
Amberlo Dashboard
- Anatomy of Amberlo Dashboard
- How to Use a Quick Add Button?
- How To Perform a Global Search?
- How to use Global Timer?
- Where can I find all Notifications in Amberlo?
- How to find General Settings in Amberlo?
Creating & Managing Contacts
- Anatomy of the Contacts module
- How To Add Contact?
- How to Add Contact using GUS registry integration (Poland)?
- How to Edit Contact?
- How to add Employees / Related contacts to the Client card
- How to Remove Contact?
Working with Bills
- How To Create a Credit Note?
- Can I include Timesheets into the Debit Note?
- How Can I set to show Payment Details in Bills?
- How to enable/disable Bills approval permissions for existing users?
- How can I set to display VAT amount for each billed item?
- How to add a secondary TAX rate in bills?
Working with Bank Accounts
Working with Calendar
- Working With Amberlo Calendar
- How To Create Calendar Events And Tasks?
- Can I Filter The Calendar Events And Tasks?
- Can I Manually Close My Calendar Events?
- Can I Change The Event Visibility Settings in Amberlo Calendar?
- Can I See Time Entry Information Under Tasks in Amberlo Calendar?
Activities - Logging Time & Expenses
- How To Log Time in Amberlo?
- How To Log Time in a Dashboard?
- How To Log Time in an Activities?
- How To Log Time in a Contact?
- How to Log Time in a Matter?
- How to Log Time in Bills?
Working with Documents
- How to find Amberlo storage?
- Document Automation: Creating a Template
- How Do I Generate a Document Using My Template?
- How to Use the Correspondence module in Amberlo?
- How to access and use Documents Registries Table view?
- Can Responsible users receive Notifications when the document was registered and assigned?
Working with Emails
Working with Reports
Amberlo Settings
- Anatomy of Amberlo Settings
- Account Settings
- How to Customize Time Targets?
- How to Add Company or Branch?
- Company Rates Settings
- How to Change Company Rates?
General functions in Amberlo
- How To Use Bulk Actions in Amberlo?
- How To Send Multiple Bills at Once?
- How Do I Bulk Edit Timesheets or Expenses?
- How To Find a Timer in Amberlo?
- Table view - advanced data management
- What Are Custom Fields?