Metis Help Centre

I'm new to Metis 8

• Let's begin!
• Overview: Your Homepage
• Overview: Dashboards
• Overview: Clients
• Overview: Opportunities

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Looking towards 'Go-Live' 6

• Announcing Metis to your business
• Informing your team of their Metis privileges and responsibilities
• Business adoption strategy ideas to increase engagement with Metis
• Your Metis Guided Walkthrough
• What ongoing support does Metis provide?

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Getting the most out of Metis through your trial 4

• Pricing and building proposals in Metis
• Smart resource planning
• The power of forecasting
• Giving you control of your business with Dashboards

Releases 2

• Release Notes
• The Budget tab for Jobs and Opportunities - What's changed?

FAQs 24

• Can I turn off utilisation for an individual?
• How do I update someone's cost rate?
• Why can't someone submit time/expenses against a job?
• Why can't I see everyone in the business on the People list?
• How can I make someone Available in Resourcing?

View all 24

Clients 3

• How do I add a client? ► [?]
• How do I edit an existing client?
• How can I delete a client?

Opportunities 4

• How do I add an opportunity? ► [?]
• How do I edit an opportunity?
• Converting an opportunity to a job ► [?]
• How can I delete an opportunity?

Jobs 12

• How do I add a client Job? ► [?]
• How do I add someone to a Resource Plan?
• How do I add an internal job?
• How do I edit a client Job?
• How can I delete a job?

View all 12

People 7

• How is utilisation calculated in Metis?
• Employee Type: Staff vs Freelancer
• How can I delete a Person?
• How do I change a person from staff to freelancer (or vice versa)?
• How do I invite a Person? ► [?]

View all 7

Resourcing 1

• Resourcing

Timesheets 3

• Add and Submit a Timesheet ►
• Review and edit a rejected Timesheet
• Approving a Timesheet

Expenses 4

• Add and Submit New Expense Claims ►
• Approving expense claims
• Review and edit a rejected expense item
• The My Expenses tab

My Receipts Library 2

• Add a Receipt From Laptop or Tablet
• Find Receipts

Video Guides 0

Settings (Admin) 6

• What does Cutover month do?
• Company Roles & Permissions
• What is a Practice in Metis?
• How to add a time off code ► [?]
• Which timesheet entry policy should I use?

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Manage (Admin) 9

• How can I manage the business's timesheets?
• How can I manage the business's expense claims?
• How can I download a Xero-friendly expenses extract? ► [?]
• How can I delete a timesheet?
• How can I delete an expense claim?

View all 9

Central Expenses 3

• What are Central Expenses?
• Find Central Expenses
• Add a New Central Expense

Reporting 6

• Reports: Jobs
• Reports: Opportunities
• How do I create a new report? ► [?]
• Manage reports in Metis ► [?]
• Reports: People

View all 6

Time Off & Approvals 2

• How do I add time off in Metis? ► [?]
• How can I change who is the designated approver for timesheets & expenses? ► [?]

General 1

• Get the Metis Mobile App

iOS 4

• Managing receipts on the Metis Mobile App - iOS
• Expenses on the Metis Mobile App - iOS
• Complete your weekly timesheet - iOS
• Action a rejected timesheet - iOS

Release Notes 1

• Mobile Release Notes

Android 4

• Managing receipts on the Metis Mobile App - Android
• Expenses on the Metis Mobile App - Android
• Complete your weekly timesheet - Android
• Action a rejected timesheet - Android

Timesheets & Expenses 3

• The Basics: Timesheets ►
• The basics: Expenses ►
• Timesheets and Expenses Summary ►