Company administrators, employees and clients; each answer identifies any more specific role.
Find answers to common questions about CRMCEO. Available menus and actions depend on your plan, enabled modules, company settings and permissions.
How do I review and export logged hours?
Related existing guide: Use reports and export the right date range
Use Time Log Report, choose the relevant period and filters, and compare the chart with the detailed entries. The list includes employee, task, timestamps and hours, with export available. Open the linked task or employee for investigation. Do not assume the earnings column proves an invoice has been paid.
Which report helps me investigate recorded client payments?
Related existing guide: Use reports and export the right date range
Use Finance Report to inspect the listed project, invoice, amount paid, payment status and payment date. Open the associated project if you need context. Reconcile an unexpected figure with the underlying payment records; a chart alone is not a substitute for checking the transaction.
How can I compare income and expenses for a period?
Related existing guide: Use reports and export the right date range
Open Income vs Expense Report and select the period you want to examine. Compare the two series, then investigate the recorded income or expense entries behind unusual changes. Use consistent periods when comparing results, and do not treat this operational view as a certified financial statement.
Where can I review approved, pending and upcoming leave?
Related existing guide: Use reports and export the right date range
Use Leave Report to review those categories by employee, then open the detailed record when you need context. Check the underlying application before making a staffing decision. Limit access to people who need the information for their role.
How do I review attendance for a selected period?
Related existing guide: Use reports and export the right date range
Use Attendance Report for present, absent, late and half-day records and clocked hours within the selected range. Export the results if needed. Investigate an unexpected total against the employee’s attendance records and company policy before treating it as a payroll adjustment.