Knowledge Base
Everything you need to know to work more efficient with Amberlo.
Getting Started
- 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?
- Login and Password Issues
- How can I Reset my Password?
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 Edit Contact?
- How to Remove Contact?
- How can I filter Contacts?
- Can I Export to Excel Contacts?
Working with Bills
- How to set transaction type by adding Payment?
- How to filter Bills by Seller?
- How Can I set to show Payment Details in Bills?
- How to enable/disable Bills approval permissions for existing users?
- How To Create a Credit Note?
- How can I set to display VAT amount for each billed item?
Working with Bank Accounts
Working with Calendar
- Can I Attach Files to Task/Event?
- 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?
Activities - Logging Time & Expenses
Working with Documents
Working with Emails
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 Set and Use Fixed Fee Budget?
- How to Set and Use Volume-based Budgets?
- How to Set and Use Periodic Budget?
- How to enable and use Budget for Matter or Client?
- How to change Currency for Rates in Amberlo?
- How To Use Bulk Actions in Amberlo?