Article Categories
Getting Started(26)
- Import Sales Tax Rate for Invoices, Quotes and Purchase Orders - GST, VAT
- How to change Date and Time Format
- How to Change Time Zone Settings
- Import Contacts - Companies
- Notifications Pallet
- Invite Multiple Team Members to your online business collaboration software
- Custom Fields for Projects, People and Company Records
- Import Data into Skylight
- Basic Business Account Setup
- About Skylight your online business management software
- Add New Tax Rate such as GST, VAT, Sales Tax
- Custom Statuses for Projects, Time Logging (Time Blocks) And Expenses (Fixed Price Items)
- Import Contacts - People
- Data Import into your Skylight Account?
- Email Notifications
- Daily & Weekly Digest Reminders
Project Management(21)
- Project Management in Skylight
- Files and document management for your business with Google Drive
- Task Management in Skylight
- Adding Email, Phone Numbers, Addresses, Web links, Social Media Links and more
- How to Collaborate with Your Team using Skylight
- Organise your tasks within a task list by drag and drop
- How to Record Billable Time on a Project using Calendars
- Custom Fields for Projects, People and Company Records
- How to Create a new Project from Project Template
- How to Manage Teams and Tasks within 'Project View'
- Tasks and Task List views
- How to Access Projects
- Creating a New Task
- Create a Task when on Project task view
- Understanding the Sub-sections in Your Project
- Task View in 'Projects'
- How to Manage Teams and Tasks in Project View
- How to Archive a Project
- Inside the Project - Project View
- How to Add a New Project
Task Management(9)
- Files and document management for your business with Google Drive
- Time Billing and Time Tracking on a Project using Tasks
- Task Management in Skylight
- Organise your tasks within a task list by drag and drop
- Where Can I Access and Add Tasks From?
- Tasks and Task List views
- Creating a New Task
- Create a Task when on Project task view
- How to Manage Teams and Tasks in Project View
Accounting(13)
Tax Rates(2)
- Using PayPal gateway for your Online Invoice
- Import Sales Tax Rate for Invoices, Quotes and Purchase Orders - GST, VAT
- Invoice, Quote and Purchase Order – Add form explained
- How to Email Online Invoice to a Client Contact
- Preview, send & download an Invoice, Quote or Purchase Order
- Skylight is your online accounting software
- How to create an Invoice for your business?
- Add New Tax Rate such as GST, VAT, Sales Tax
- The Invoice Edit View and How to Add Line Items
- Accounting Statements for online invoicing and accounting
Contacts - Simple CRM(7)
- Files and document management for your business with Google Drive
- Add Contacts to Skylight
- Creating Relationships Between Contacts in Skylight online CRM tool
- Import Contacts - Companies
- Custom Fields for Projects, People and Company Records
- Adding thumbnails to Company, People and Resource profiles.
