# Allfred Help Center

> Help center for Allfred

## Tasks

- [How to create a new Task or Subtask?](https://help.allfred.io/en/articles/8894457-how-to-create-a-new-task-or-subtask.md): How to create a new Task?
- [How to duplicate a task?](https://help.allfred.io/en/articles/8895284-how-to-duplicate-a-task.md)
- [How to edit task?](https://help.allfred.io/en/articles/8895320-how-to-edit-task.md)
- [How to delete task?](https://help.allfred.io/en/articles/8895331-how-to-delete-task.md)
- [How to change the task deadline?](https://help.allfred.io/en/articles/8930752-how-to-change-the-task-deadline.md)
- [Move and Duplicate Tasks Across Projects](https://help.allfred.io/en/articles/9047407-move-and-duplicate-tasks-across-projects.md): Learn how to move and duplicate tasks to different projects in Allfred.
- [How to create, edit or delete Task status?](https://help.allfred.io/en/articles/9140519-how-to-create-edit-or-delete-task-status.md): Manage your tasks statuses and priorities to be aligned with the agency's operational needs.
- [Why am I unable to track hours for some tasks?](https://help.allfred.io/en/articles/9857285-why-am-i-unable-to-track-hours-for-some-tasks.md): Issues with time tracking: why you cannot track time to some tasks.
- [Subtasks](https://help.allfred.io/en/articles/10385572-subtasks.md): Subtasks allow you to break down larger tasks into smaller, more manageable pieces while still maintaining a connection to the parent task.
- [Task group templates](https://help.allfred.io/en/articles/10470989-task-group-templates.md): Templates help you streamline workflows by standardizing the creation of individual tasks or task groups for multiple budget items.
- [How to use bulk actions for tasks](https://help.allfred.io/en/articles/11183243-how-to-use-bulk-actions-for-tasks.md): How to use bulk actions for tasks
- [How to use List of Tasks](https://help.allfred.io/en/articles/11172406-how-to-use-list-of-tasks.md): How to use List of Tasks in Allfred
- [Maximizing Task Details in Allfred](https://help.allfred.io/en/articles/11171876-maximizing-task-details-in-allfred.md): How to maximize task detail to full screen layout.

##  Planning

- [Work with capacity allocations: edit, track time, duplicate, delete](https://help.allfred.io/en/articles/8930765-work-with-capacity-allocations-edit-track-time-duplicate-delete.md)
- [How to plan capacity? \(creating capacity allocation\)](https://help.allfred.io/en/articles/8984729-how-to-plan-capacity-creating-capacity-allocation.md)
- [How to set repetitive capacity allocations?](https://help.allfred.io/en/articles/8984724-how-to-set-repetitive-capacity-allocations.md)
- [How to use Planning in Allfred?](https://help.allfred.io/en/articles/8936798-how-to-use-planning-in-allfred.md)
- [How to plan Time-offs, Vacation, Doctor or Home office?](https://help.allfred.io/en/articles/8985801-how-to-plan-time-offs-vacation-doctor-or-home-office.md)
- [How to change plannable time \(daily capacity\) and color for specific user?](https://help.allfred.io/en/articles/8985812-how-to-change-plannable-time-daily-capacity-and-color-for-specific-user.md)
- [How to delete user from planning?](https://help.allfred.io/en/articles/8985835-how-to-delete-user-from-planning.md)
- [Planning Settings: Colors, Displayed Information, Allocation Height](https://help.allfred.io/en/articles/8985844-planning-settings-colors-displayed-information-allocation-height.md)
- [Creating, Editing and Deleting Repetitive and Teams Allocations](https://help.allfred.io/en/articles/8985861-creating-editing-and-deleting-repetitive-and-teams-allocations.md)
- [Total tracked time overview in Planning](https://help.allfred.io/en/articles/8985793-total-tracked-time-overview-in-planning.md)
- [Left to Allocate Indicator](https://help.allfred.io/en/articles/9208577-left-to-allocate-indicator.md): Keep track of remaining hours to plan effortlessly, ensuring every project stays on budget and on time.
- [Planning and Utilization settings](https://help.allfred.io/en/articles/9220346-planning-and-utilization-settings.md): This section lets you customize how resource planning and utilization tracking functions within your workspace.
- [How can I minimize the Capacity Allocation modal?](https://help.allfred.io/en/articles/11886740-how-can-i-minimize-the-capacity-allocation-modal.md): How can I minimize the Capacity Allocation modal?
- [Time Conflicts in Planning and Task Creation](https://help.allfred.io/en/articles/12811645-time-conflicts-in-planning-and-task-creation.md): Learn how Allfred detects and displays time conflicts in planning and tasks using red and grey calendar icons, helping you identify overlaps, time-offs, and available capacity for smarter scheduling.

## Proposals & Budgets

- [Creating a project from an approved budget proposal](https://help.allfred.io/en/articles/8895211-creating-a-project-from-an-approved-budget-proposal.md): Creating a project from an approved budget proposal on one click
- [How to create a Budget or Budget Proposal?](https://help.allfred.io/en/articles/8895248-how-to-create-a-budget-or-budget-proposal.md): How to create a Budget or Budget Proposal?
- [Work with Quotes section: Budgets overview, downloading PDF, rate cards and commissions](https://help.allfred.io/en/articles/8985900-work-with-quotes-section-budgets-overview-downloading-pdf-rate-cards-and-commissions.md): Work with Quotes section: Budgets overview, downloading PDF, rate cards and commissions
- [How to apply discount in budget?](https://help.allfred.io/en/articles/8985967-how-to-apply-discount-in-budget.md)
- [How to set up default and client rate cards \(hourly rates\)?](https://help.allfred.io/en/articles/8985975-how-to-set-up-default-and-client-rate-cards-hourly-rates.md): How to set up default and clients rate cards \(hourly rates\)?
- [How to set up a repetitive budget items?](https://help.allfred.io/en/articles/8985992-how-to-set-up-a-repetitive-budget-items.md)
- [How do you create a barter or zero-value item in the project?](https://help.allfred.io/en/articles/8986010-how-do-you-create-a-barter-or-zero-value-item-in-the-project.md)
- [How to delete budget or unassign from project?](https://help.allfred.io/en/articles/8986022-how-to-delete-budget-or-unassign-from-project.md): How to delete budget or unassign from project?
- [How to duplicate a budget?](https://help.allfred.io/en/articles/8986042-how-to-duplicate-a-budget.md)
- [How to add a new budget to the same project? \(multiple budgets in one project\)](https://help.allfred.io/en/articles/8986033-how-to-add-a-new-budget-to-the-same-project-multiple-budgets-in-one-project.md)
- [Agency Summary for Gross Income in Budgeting](https://help.allfred.io/en/articles/9749194-agency-summary-for-gross-income-in-budgeting.md): The Agency Summary row in Allfred's budgeting tool provides a quick overview of your project's expected gross income.
- [Role-based Access to Budgets and Proposals in the Budgets Section](https://help.allfred.io/en/articles/9771916-role-based-access-to-budgets-and-proposals-in-the-budgets-section.md): This guide should help you understand how budget access is managed within Allfred and where to find and work with budget proposals.
- [How can I set the buy price value to zero?](https://help.allfred.io/en/articles/9857243-how-can-i-set-the-buy-price-value-to-zero.md): How to set the buy price value to zero in budget?
- [How do man-days and man-hours work in Allfred?](https://help.allfred.io/en/articles/9863270-how-do-man-days-and-man-hours-work-in-allfred.md): Tracking time and selling the services in man-days or man-hours.
- [How can I edit or create new rate cards without affecting existing budgets?](https://help.allfred.io/en/articles/9863587-how-can-i-edit-or-create-new-rate-cards-without-affecting-existing-budgets.md): Edit and create new rate card valid only for new budgets and projects.
- [How to create a Quote and send it to a client?](https://help.allfred.io/en/articles/10839017-how-to-create-a-quote-and-send-it-to-a-client.md): How to create a Quote \(pdf purchase order\) and send it to a client?
- [How to download a budget in PDF \(Quote\)?](https://help.allfred.io/en/articles/10840401-how-to-download-a-budget-in-pdf-quote.md): How to download a budget in PDF \(Quote\)?
- [How to Set Up Automatic Disclaimer Translation in Quotes](https://help.allfred.io/en/articles/11570677-how-to-set-up-automatic-disclaimer-translation-in-quotes.md): How to Set Up Automatic Disclaimer Translation in Quotes
- [How to Create a Budget Template](https://help.allfred.io/en/articles/12808044-how-to-create-a-budget-template.md): How to Create a Budget Template or turn an existing budget into template.
- [How to Set Up Invoice Attachment Name Templates](https://help.allfred.io/en/articles/15942891-how-to-set-up-invoice-attachment-name-templates.md): Learn how to customize file names for invoice, proforma, and payment receipt PDF attachments using placeholders like invoice number, date, company, and client name.

## Projects

- [How to assign a budget to the new project?](https://help.allfred.io/en/articles/8895200-how-to-assign-a-budget-to-the-new-project.md): How to assign a budget to the new project?
- [How to create a project?](https://help.allfred.io/en/articles/8986147-how-to-create-a-project.md)
- [How to change Brand in the project?](https://help.allfred.io/en/articles/8989464-how-to-change-brand-in-the-project.md)
- [How to create Pro Bono \(non-billable\) project, Tender or Internal project?](https://help.allfred.io/en/articles/8989472-how-to-create-pro-bono-non-billable-project-tender-or-internal-project.md)
- [How to duplicate a project with the budget?](https://help.allfred.io/en/articles/8989556-how-to-duplicate-a-project-with-the-budget.md)
- [How to change or deactivate project manager in projects?](https://help.allfred.io/en/articles/8989572-how-to-change-or-deactivate-project-manager-in-projects.md)
- [How to finish \(close\) the project?](https://help.allfred.io/en/articles/8989583-how-to-finish-close-the-project.md)
- [How to delete the project?](https://help.allfred.io/en/articles/8989590-how-to-delete-the-project.md): How to delete the project?
- [Work with Not budgeted budget item](https://help.allfred.io/en/articles/8989642-work-with-not-budgeted-budget-item.md): What is the not-budgeted item for and how to remove them?
- [Project and Brand Wiki: How to create External links?](https://help.allfred.io/en/articles/8989688-project-and-brand-wiki-how-to-create-external-links.md)
- [Project and Billing Categories](https://help.allfred.io/en/articles/8989704-project-and-billing-categories.md)
- [Project settings \(project codes, automatic task creation\)](https://help.allfred.io/en/articles/9220434-project-settings-project-codes-automatic-task-creation.md): Project settings provide Adminis the flexibility to structure project coding and task creation processes according to agency standards.
- [Budget Items Management: Move and Hide, Adding Deadline](https://help.allfred.io/en/articles/9557006-budget-items-management-move-and-hide-adding-deadline.md): Set the order of budget items, hide completed items and set deadlines or add descriptions for better budget items management.
- [How to filter projects?](https://help.allfred.io/en/articles/9557191-how-to-filter-projects.md): You can filter projects by their start date, end date, or activity within a specific timeframe.
- [How to create, manage and invoice Time and Materials projects?](https://help.allfred.io/en/articles/9759443-how-to-create-manage-and-invoice-time-and-materials-projects.md): Learn how to create, manage and invoice time and materials projects
- [I can't see the expense items in my projects, even though they are in the budget. Why?](https://help.allfred.io/en/articles/9867134-i-can-t-see-the-expense-items-in-my-projects-even-though-they-are-in-the-budget-why.md): Why is the expense item not visible in the project when I see it in the budget?
- [How to Manage Projects with Multiple Budgets in Various Currencies or Billing Addresses](https://help.allfred.io/en/articles/9874960-how-to-manage-projects-with-multiple-budgets-in-various-currencies-or-billing-addresses.md): Learn how to manage multiple budgets with various currencies, and billing addresses within one project.
- [How to create a Pro bono client project?](https://help.allfred.io/en/articles/10627299-how-to-create-a-pro-bono-client-project.md): Learn how to set up a pro bono \(free of charge\) project for your clients with our step-by-step guide.
- [How to create internal project for agency activities?](https://help.allfred.io/en/articles/10627722-how-to-create-internal-project-for-agency-activities.md): Learn how to set up an internal project for tracking agency activities - such as marketing, training, or other overhead costs
- [How to Remove a Not-Budgeted Item or an Item Labeled as DELETED from the project](https://help.allfred.io/en/articles/10916622-how-to-remove-a-not-budgeted-item-or-an-item-labeled-as-deleted-from-the-project.md): What to do with an item in project overview with label DELETED?
- [How to manage tenders or upsells in Allfred](https://help.allfred.io/en/articles/11099138-how-to-manage-tenders-or-upsells-in-allfred.md): Learn how to manage tenders or upsells in Allfred and track internal costs.
- [Time Breakdown: Track ongoing tasks across months](https://help.allfred.io/en/articles/11178656-time-breakdown-track-ongoing-tasks-across-months.md): With Time breakdown you can easily track how much of your monthly budget is used - even for ongoing tasks that span multiple months.
- [Useful Task & Project Tabs: Watched, Starred and Pinned Tasks](https://help.allfred.io/en/articles/14719989-useful-task-project-tabs-watched-starred-and-pinned-tasks.md): Stay on top of your work with Watched, Starred, and Pinned tabs. Learn how to track tasks, set priorities, and keep important projects easily accessible - all in one place for better focus and work...
- [Tables in Allfred: Customize Your View and Work More Efficiently](https://help.allfred.io/en/articles/14705025-tables-in-allfred-customize-your-view-and-work-more-efficiently.md): This article explains what has changed, how to customize tables, and how the new behavior improves day-to-day work.

## Time

- [How to edit or delete tracked time?](https://help.allfred.io/en/articles/8895333-how-to-edit-or-delete-tracked-time.md): How to edit or delete tracked time \(time entries\) or transfer hours from one task to another?
- [How to track time?](https://help.allfred.io/en/articles/8989996-how-to-track-time.md)
- [Tracked time in wrong task or with wrong position](https://help.allfred.io/en/articles/8990014-tracked-time-in-wrong-task-or-with-wrong-position.md)
- [How to Transfer Tracked Hours Between Projects](https://help.allfred.io/en/articles/8990039-how-to-transfer-tracked-hours-between-projects.md)
- [Tracking Time on Specific Time](https://help.allfred.io/en/articles/11185628-tracking-time-on-specific-time.md): How to Track Time on Specific Time
- [Time Reports Dashboard: Review and Manage Tracked Time](https://help.allfred.io/en/articles/14702290-time-reports-dashboard-review-and-manage-tracked-time.md): This article explains where to find the Time Reports dashboard, how to read the data it displays, and how to manage time entries using filters, grouping, and bulk actions.

## Self-onboarding guides

- [Quick guide for self-onboarding: Project managers and Team leaders](https://help.allfred.io/en/articles/8894444-quick-guide-for-self-onboarding-project-managers-and-team-leaders.md): Quick guide for self-onboarding for Project managers and Team leaders
- [Quick guide for self-onboarding: Users \(creatives\)](https://help.allfred.io/en/articles/8894329-quick-guide-for-self-onboarding-users-creatives.md): Quick guide for self-onboarding: Users
- [Self-onboarding Guide for CFOs and Admins: Workspace settings and Finances](https://help.allfred.io/en/articles/8894452-self-onboarding-guide-for-cfos-and-admins-workspace-settings-and-finances.md): Self-onboarding Guide for Admins to set the workspace and CFOs to handle invoices, expenses, and other financial documents within Allfred.
- [Onboarding guide: What happens after choosing Allfred?](https://help.allfred.io/en/articles/10767441-onboarding-guide-what-happens-after-choosing-allfred.md): Onboarding guide for mid agencies \(10-30 users\): What happens after choosing Allfred?
- [Exploring Allfred’s Demo? Your Guide to a Personalized Trial Workspace](https://help.allfred.io/en/articles/10769050-exploring-allfred-s-demo-your-guide-to-a-personalized-trial-workspace.md): Experience Allfred with our own agency data in free trial workspace
- [🚀 Allfred Self-Onboarding Guide for Agencies](https://help.allfred.io/en/articles/10978111-allfred-self-onboarding-guide-for-agencies.md): Learn how smoothly implement and effectively use Allfred. You'll find here recommended initial settings, ideal workflows, and valuable tips.

## Finances

- [How to issue a Proforma invoice?](https://help.allfred.io/en/articles/8989795-how-to-issue-a-proforma-invoice.md)
- [How to create Invoice / Request for Invoicing?](https://help.allfred.io/en/articles/8989802-how-to-create-invoice-request-for-invoicing.md)
- [How to issue a credit note?](https://help.allfred.io/en/articles/8989821-how-to-issue-a-credit-note.md)
- [How to issue a settlement / final invoice?](https://help.allfred.io/en/articles/8989827-how-to-issue-a-settlement-final-invoice.md)
- [How to send an invoice to a client?](https://help.allfred.io/en/articles/8989834-how-to-send-an-invoice-to-a-client.md)
- [How to approve expense?](https://help.allfred.io/en/articles/8989843-how-to-approve-expense.md)
- [How to change the language on the invoice?](https://help.allfred.io/en/articles/8989849-how-to-change-the-language-on-the-invoice.md)
- [How to edit invoice?](https://help.allfred.io/en/articles/8989857-how-to-edit-invoice.md): How to edit invoice?
- [How to duplicate invoice?](https://help.allfred.io/en/articles/8989867-how-to-duplicate-invoice.md)
- [How to create invoice without project or based on Budget Proposal?](https://help.allfred.io/en/articles/8989877-how-to-create-invoice-without-project-or-based-on-budget-proposal.md): What to do when you want to create an invoice without project or based on budget proposal?
- [How to invoice multiple projects at once?](https://help.allfred.io/en/articles/8989882-how-to-invoice-multiple-projects-at-once.md): How to invoice multiple projects at once?
- [Credit accounts and prepayments](https://help.allfred.io/en/articles/8989884-credit-accounts-and-prepayments.md)
- [How to invoice work based on tracked hours by positions?](https://help.allfred.io/en/articles/8989916-how-to-invoice-work-based-on-tracked-hours-by-positions.md): How to invoice tracked hours?
- [How to create new Expense?](https://help.allfred.io/en/articles/8989921-how-to-create-new-expense.md): How to create new Expense?
- [How to delete an invoice?](https://help.allfred.io/en/articles/8989925-how-to-delete-an-invoice.md)
- [How to edit invoice number?](https://help.allfred.io/en/articles/8989929-how-to-edit-invoice-number.md)
- [Setting Multiple Emails in the Billing Address](https://help.allfred.io/en/articles/8989933-setting-multiple-emails-in-the-billing-address.md)
- [Managing Multiple Legal Entities](https://help.allfred.io/en/articles/9140370-managing-multiple-legal-entities.md): Streamline your finances with Allfred's multiple legal entities feature, ensuring precise invoicing and expense allocation for each entity.
- [How to Set VAT Rates and Accounting Accounts](https://help.allfred.io/en/articles/9183419-how-to-set-vat-rates-and-accounting-accounts.md): This guide will walk you through the steps to customize VAT Rates and Accounting Accounts.
- [How to Download Expense Attachments in Allfred](https://help.allfred.io/en/articles/9749312-how-to-download-expense-attachments-in-allfred.md): Learn how to easily download expense attachments in Allfred using the bulk action feature.
- [Invoicing with Amounts higher than Budget, Discounts, and Zero Values](https://help.allfred.io/en/articles/9771364-invoicing-with-amounts-higher-than-budget-discounts-and-zero-values.md): You can invoice amounts higher than specified in the budget \(overinvoice\), apply discounts with negative values, or add zero-value rows.
- [How can I change or edit the billing address on the invoice?](https://help.allfred.io/en/articles/9857209-how-can-i-change-or-edit-the-billing-address-on-the-invoice.md): How to edit billing address or completely change the client on the invoice
- [How can I edit the invoice after changing the budget structure in a project?](https://help.allfred.io/en/articles/9863647-how-can-i-edit-the-invoice-after-changing-the-budget-structure-in-a-project.md): What to do with issued invoices when you changed the budget and the project structure.
- [Can I change the project brand after I have issued the invoice?](https://help.allfred.io/en/articles/9863768-can-i-change-the-project-brand-after-i-have-issued-the-invoice.md): What to do when I want to change the brand of project where I already created invoices.
- [Work Costs: Tracking Hours for Individuals Without Access to Allfred](https://help.allfred.io/en/articles/9866949-work-costs-tracking-hours-for-individuals-without-access-to-allfred.md): How to track hours of external freelancers that don't have access to Allfred?
- [Customizing Sequences \(Invoice Numbers\) for each Legal Entity](https://help.allfred.io/en/articles/9970103-customizing-sequences-invoice-numbers-for-each-legal-entity.md): How to customize formats of Invoice numbers \(sequences\) for each legal entity.
- [How to Enable Quantities and Unit Prices on Invoices in Allfred](https://help.allfred.io/en/articles/9970159-how-to-enable-quantities-and-unit-prices-on-invoices-in-allfred.md): Learn how to enable quantities \(e.g. number of hours\) and unit prices/hourly rates on invoices in Allfred for more detailed invoicing.
- [How to Set Up Expense and Revenue Accounts in Allfred \(Accounting Accounts\)](https://help.allfred.io/en/articles/9973432-how-to-set-up-expense-and-revenue-accounts-in-allfred-accounting-accounts.md): Learn how to track expenses and issued invoices using expense and income accounts in Allfred by setting up account classifications.
- [How to Issue Invoices in Foreign Currency and Set Exchange Rates](https://help.allfred.io/en/articles/9930046-how-to-issue-invoices-in-foreign-currency-and-set-exchange-rates.md): Learn how to issue invoices in foreign currencies and set exchange rates in Allfred, including using daily exchange rates.
- [How to track overhead costs in your agency](https://help.allfred.io/en/articles/10632527-how-to-track-overhead-costs-in-your-agency.md): Tracking agency overhead costs or internal costs in Allfred for financial clarity and better cost management.
- [How to create an automated or manual invoicing plan](https://help.allfred.io/en/articles/11533729-how-to-create-an-automated-or-manual-invoicing-plan.md): Learn how to create an automated or manual invoicing plan
- [How to Enable Automatic Summary Invoices After Proforma Payment](https://help.allfred.io/en/articles/11570436-how-to-enable-automatic-summary-invoices-after-proforma-payment.md): How to Enable Automatic Summary Invoices After Proforma Payment
- [Creating and editing custom Number Sequences for Invoices and Expenses](https://help.allfred.io/en/articles/11570542-creating-and-editing-custom-number-sequences-for-invoices-and-expenses.md): Custom Number Sequences for Invoicing \(invoice numbers\)
- [Automatic Expense Import from Collection Email](https://help.allfred.io/en/articles/11885862-automatic-expense-import-from-collection-email.md): How to set up Automatic Expense Import and Attachment Extraction from Collection Email
- [How to use and create Expense credit accounts?](https://help.allfred.io/en/articles/11886960-how-to-use-and-create-expense-credit-accounts.md): How to use and create Expense credit accounts?
- [Automatic Payment Matching – How it works and how to set it up](https://help.allfred.io/en/articles/11532780-automatic-payment-matching-how-it-works-and-how-to-set-it-up.md): Automatic Payment Matching – How it works and how to set it up
- [Invoicing Plan Dashboard](https://help.allfred.io/en/articles/12811184-invoicing-plan-dashboard.md): Learn how to use the Invoicing Plan Dashboard in Allfred to forecast revenues, track invoicing progress, and verify automated invoice generation for all projects.
- [How to Quickly Edit Dates on Issued Invoices](https://help.allfred.io/en/articles/12900298-how-to-quickly-edit-dates-on-issued-invoices.md): How to Quickly Edit Dates on Issued Invoices
- [How can I delete multiple expenses at once?](https://help.allfred.io/en/articles/14717370-how-can-i-delete-multiple-expenses-at-once.md)
- [Locking Expenses: Prevent Changes After Final Approval](https://help.allfred.io/en/articles/14704762-locking-expenses-prevent-changes-after-final-approval.md): Lock expenses to prevent further edits and keep your financial data consistent. Ideal for closing periods and ensuring approved expenses remain unchanged across your workspace.
- [How to record received Proforma, Payment receipt and a Final Invoice](https://help.allfred.io/en/articles/14804708-how-to-record-received-proforma-payment-receipt-and-a-final-invoice.md): How to create proforma expenses, payment receipts, and final invoices correctly.
- [Payment Method for Invoices and Expenses](https://help.allfred.io/en/articles/15030473-payment-method-for-invoices-and-expenses.md): Select a Payment Method for outgoing invoices and expenses. The chosen method is displayed in listings via a new column and automatically included in the invoice PDF for better visibility and recor...
- [Expense List – Overview & Features](https://help.allfred.io/en/articles/15053060-expense-list-overview-features.md): The Expense List provides a centralised view of all incoming costs, including invoices, receipts, bills, or card payments. It helps users efficiently review, filter, approve, and export expense dat...
- [Planned Expenses](https://help.allfred.io/en/articles/15164725-planned-expenses.md): The Planned expenses feature is used to plan expected costs before you actually receive an invoice or another document from a supplier.
- [Time billing: how to split project revenue between people](https://help.allfred.io/en/articles/15205111-time-billing-how-to-split-project-revenue-between-people.md): Time billing helps you identify which work and costs were covered by client invoicing, what remains as overservice, and how project revenue should be split between people, teams, or roles.
- [Expense items & Invoiced budget items](https://help.allfred.io/en/articles/15588926-expense-items-invoiced-budget-items.md): Expense items and Invoiced budget items are dedicated list views that give agencies a more granular look at their financials - beyond what the standard expense and invoice lists show

## Clients, Brands & Contractors

- [How to create new brand, client or contact person?](https://help.allfred.io/en/articles/8989936-how-to-create-new-brand-client-or-contact-person.md): How to create new brand or client?
- [How to create a new contractor?](https://help.allfred.io/en/articles/8989978-how-to-create-a-new-contractor.md)

## Reports

- [How to export time reports?](https://help.allfred.io/en/articles/8990029-how-to-export-time-reports.md)
- [Where to find the time reports?](https://help.allfred.io/en/articles/8990053-where-to-find-the-time-reports.md)
- [Users Utilization Report: Guide](https://help.allfred.io/en/articles/8990057-users-utilization-report-guide.md)
- [Project Profit & Brand Profit Reports](https://help.allfred.io/en/articles/9556111-project-profit-brand-profit-reports.md): Insights into project and brand profits generated from agency work, production, media and royalties.
- [Project Billings and Brand Billings Report](https://help.allfred.io/en/articles/9556526-project-billings-and-brand-billings-report.md): Track billings of individual projects, brands or clients, split into work, production, and media over time.
- [Billings and Profit Reports](https://help.allfred.io/en/articles/9556899-billings-and-profit-reports.md): Compares billing in the selected period to the generated profit of each project, brand, or client, breaking down all revenue streams.
- [How to download Time-offs report? \(vacations, doctors, personal leave, home office..\)](https://help.allfred.io/en/articles/9786305-how-to-download-time-offs-report-vacations-doctors-personal-leave-home-office.md): You can export all time-off records, including vacations and leave, directly into XLS files.
- [Where to set and how to calculate user's internal hourly rate in Allfred](https://help.allfred.io/en/articles/11099478-where-to-set-and-how-to-calculate-user-s-internal-hourly-rate-in-allfred.md): Learn where to set and how to calculate user's internal hourly rate in Allfred
- [PDF Time Report Export with Charts](https://help.allfred.io/en/articles/11394755-pdf-time-report-export-with-charts.md): Learn how to export PDF Time Report with Charts
- [User Profit Report](https://help.allfred.io/en/articles/11561649-user-profit-report.md): This report helps you answer a simple but essential question: Is each person in the team generating more revenue than they cost?
- [P&L report: Profit and Loss](https://help.allfred.io/en/articles/11562462-p-l-report-profit-and-loss.md): P&L report: Profit and Loss

## Users

- [Users and roles permissions](https://help.allfred.io/en/articles/8990112-users-and-roles-permissions.md): Users and roles permissions
- [How to invite, deactivate or delete user?](https://help.allfred.io/en/articles/8990216-how-to-invite-deactivate-or-delete-user.md): Learn how to invite, deactivate or delete user
- [🔔 Notifications in Allfred – Full Guide for Admins and Users](https://help.allfred.io/en/articles/9047561-notifications-in-allfred-full-guide-for-admins-and-users.md): Here’s how you can set up workspace notifications to ensure you’re always informed about important tasks, projects or finances updates.
- [Managing Teams in Allfred](https://help.allfred.io/en/articles/9141173-managing-teams-in-allfred.md): Manage your agency teams effectively. Learn how to create new team, edit or delete current ones.
- [Adding Telephone Numbers and Notes in User details](https://help.allfred.io/en/articles/9771813-adding-telephone-numbers-and-notes-in-user-details.md): Add and manage phone numbers and notes directly in user details. Keep all important contact info and internal notes in one place for better team visibility and easier user management in Allfred.
- [User management: Planning and Utilization settings, Internal hourly rate](https://help.allfred.io/en/articles/9771828-user-management-planning-and-utilization-settings-internal-hourly-rate.md): Learn how to manage user settings in Allfred, including personal details, planning & utilization, and internal hourly rates.

## Workspace settings

- [Workspace settings explained](https://help.allfred.io/en/articles/9220236-workspace-settings-explained.md): Workspace settings in Allfred are the central hub where you can fine-tune various aspects of your agency’s workspace.
- [Can I change the workspace currency?](https://help.allfred.io/en/articles/9863714-can-i-change-the-workspace-currency.md): changing the workspace main currency

## Client and Partners

- [Guide for Client and Partner](https://help.allfred.io/en/articles/10214653-guide-for-client-and-partner.md): Guide for all clients and partners invited to Allfred.io by their agencies.
- [How to Use Client and Partner Access in Allfred](https://help.allfred.io/en/articles/10214269-how-to-use-client-and-partner-access-in-allfred.md): With the Client and Partner Access feature, agencies can invite clients or external collaborators \(e.g., influencers\) into Allfred.
- [Our client didn’t receive the invitation email to Allfred. What should I do?](https://help.allfred.io/en/articles/11686574-our-client-didn-t-receive-the-invitation-email-to-allfred-what-should-i-do.md): Client didn’t get the invite email? Check delivery issues and learn how to resend or set up client access manually in Allfred.

## Integrations

- [Allfred & Pipedrive integration: Automate deal transfers](https://help.allfred.io/en/articles/10840084-allfred-pipedrive-integration-automate-deal-transfers.md): Learn how to automatically transfer deals from Pipedrive to Allfred.
- [API documentation](https://help.allfred.io/en/articles/12060325-api-documentation.md): Our API documentation is now fully maintained on GitHub
- [SharePoint & Google Drive Integration](https://help.allfred.io/en/articles/15432514-sharepoint-google-drive-integration.md): Learn how the SharePoint and Google Drive integration works in Allfred, how files are synchronized, how folder structures are configured, and what limitations and requirements you should be aware of.