Metis Help Centre
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I'm new to Metis
Overview: Your Homepage
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Looking towards 'Go-Live'
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
Pricing and building proposals in Metis
Smart resource planning
The power of forecasting
Giving you control of your business with Dashboards
The Budget tab for Jobs and Opportunities - What's changed?
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?
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How do I add a client? ► [?]
How do I edit an existing client?
How can I delete a client?
How do I add an opportunity? ► [?]
How do I edit an opportunity?
Converting an opportunity to a job ► [?]
How can I delete an opportunity?
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?
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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? ► [?]
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Add and Submit a Timesheet ►
Review and edit a rejected Timesheet
Approving a Timesheet
Add and Submit New Expense Claims ►
Approving expense claims
Review and edit a rejected expense item
The My Expenses tab
My Receipts Library
Add a Receipt From Laptop or Tablet
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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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?
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What are Central Expenses?
Find Central Expenses
Add a New Central Expense
How do I create a new report? ► [?]
Manage reports in Metis ► [?]
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Time Off & Approvals
How do I add time off in Metis? ► [?]
How can I change who is the designated approver for timesheets & expenses? ► [?]
Using the Metis Mobile App
Get the Metis Mobile App
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
Mobile Release Notes
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
The Basics: Timesheets ►
The basics: Expenses ►
Timesheets and Expenses Summary ►