Metis Help Centre
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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?
See all 24 articles
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?
See all 12 articles
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? ► [?]
See all 7 articles
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?
See all 6 articles
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?
See all 9 articles
What are Central Expenses?
Find Central Expenses
Add a New Central Expense
How do I create a new report? ► [?]
Manage reports in Metis ► [?]
See all 6 articles
Time Off & Approvals
How do I add time off in Metis? ► [?]
How can I change who is the designated approver for timesheets & expenses? ► [?]