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Quick Steps

Click on a link for each topic to learn more.

Approvals

Approving or Rejecting a Vendor Invoice

Create a Customer

Create a Job

Customer Lookups

Enter a Budget Against a Project

Expense Sheets

Intro to Touch

Intro to Workspace Client

Invoice on Account

Job Lookups

Managing Documents During Approval

View Events in My Plan

Recording Absences

Timesheets

Touch Expense Sheets

Touch Timesheets

Vendor Invoice Management

WIP Invoicing