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Working with the customer portal

In this article, you will learn how to use the TimeChimp customer portal to manage projects, entries, invoices and estimates.

Lenneke Verstappen avatar
Written by Lenneke Verstappen
Updated over 2 weeks ago

When you are invited to the TimeChimp customer portal, you will receive an email with a link that gives you access to the portal. In this article, we explain how the customer portal works and what information you can find there.

Depending on the settings configured by the owner of the portal, you will have access to specific sections of the client portal.

Home screen: overview of linked projects

When you open the customer portal, you will land on the home screen. Here you will see an overview of the linked projects. At the top, you will find tabs that direct you to the invoices and estimates for this customer.

Invoices and estimates

In the invoices and estimates tabs, you will find an overview of all invoices or quotes for the selected client.

  • You can check the status of each document.

  • You can download the invoices or quotes as PDF files.

Overview of entries and project details

When you open a project, you will see an overview of all created entries. By default, you will land on the time entries. Using the tabs at the top of the page, you can also switch to expense entries or trip entries.

Filter entries

You can use the filters to select which entries you want to display.

Approving or rejecting time entries

You can easily approve or reject registered time entries in two ways:

  1. Approve or reject individually

    • Click on the three dots next to an entry to approve or reject it individually.

  2. Approve or reject multiple entries

    • Select multiple entries by checking the boxes on the left side of your screen.

    • At the top, click on "Actions" and choose Approve or Reject.

This way, you can easily manage all recorded hours, expenses, and trips within a project.

Easy does it! With the customer portal, you can keep track of all your projects, invoices, quotes, and entries in one place.

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