QuartzBySapphire
ComplianceWhat is the compliance feature and how to use it in Quartz.
Manual Timesheet Validation ChecksUnderstand the validation checks when creating a manual timesheet in Quartz
Manual TimesheetsHow to create a manual timesheet in Quartz.
Timesheet UploadLearn how to upload timesheets in Quartz
Approved TabUnderstand the approved tab for user timesheets in Quartz.
Rejected TabUnderstand the rejected tab for user timesheets in Quartz
Un-Approved TabUnderstand the un-approved tab for user timesheets in Quartz.
Creating an AssignmentHow to create an assignment in Quartz
AssignmentsUnderstand the assignments screen in Quartz
Contractor - Import ContractorsImporting contractors into Quartz
Maintaining Compliance Templates/PackagesLearn how to maintain your compliance templates and packages in Quartz.
Contractor Record - Create New Contractor
Contractor Record
Manage TimesheetsLearn how to manage timesheets as a contractor using Quartz.
Supplier Record - Create New Supplier
Supplier Record
Client Users - Edit/Maintain
Client Users - Add New Client User
Client Users
Client Record
Creating Compliance Templates/PackagesLearn how to create a compliance template/package in Quartz.
Bulk Assigning ComplianceLearn how to bulk assign a compliance template in Quartz.
Navigating The Compliance DashboardLearn how to navigate to and from the navigate the compliance dashboard in Quartz.
How to Create AdjustmentThis article will show you how to raise an Adjustment for the timesheet.
Expenses - Contractor WorkflowThis article will help you understand about how you can submit expenses in your portal.
Client User Guide - Authorise/Reject TimesheetsPlace to see how client user authorise/reject timesheets in their portal.
API - Sending Contractor DataThis article will describe how to send contractor data to your suppliers using our API.
API - Setting your Defaults - Worker RecordsIn this article you will learn how to set the defaults for worker records you will push to your supplier.
Setting up your API KeysHow to set up your API Keys in Quartz
Reports - Compliance Reports
Reports - Gross Margin Report
Reports - Worker Volume Report
Reports - Intermediaries Report
Reports - Commission Report
Reports
Sales Invoices - Sales Invoice Display Tab
Sales Invoice - Run Batch
Sales Invoices - Create Batch
Sales Invoice - Sales Invoice Batch Tab
Sales Invoices - OverviewAn overview of Sales Invoices
Assignments - Import Assignments
Assignments - Create AssignmentLearn how to create a new assignment
Assignment
Purchase Orders
Client Record - Create NewAdd new client in agency
SSO ConfigurationA handy step-by-step guide to configuring Single Sign On (SSO)
Xero ConnectionA handy step-by-step guide to configuring a connection to Xero
QuickSight SetupA handy step-by-step guide for QuickSight users migrated from MDT to Quartz