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Why should expenses be tracked?
Expense tracking provides visibility into operational costs, supports financial reporting, and helps assess project or business profitability.
Who can view or manage expenses?
Access to expenses depends on user permissions. Admins and authorised team members can add, edit, and review expenses.
What is the purpose of internal messaging?
Messaging enables quick, direct communication between team members and, when enabled, between team members and clients.
What is the difference between quotes and invoices?
Quotes are pre-approval documents sent to clients before work begins. Once accepted, estimates can be converted into invoices or projects, reducing duplication and improving workflow efficiency.
What invoice statuses are supported?
Invoices move through multiple statuses including Draft, Sent, Partially Paid, Paid, and Overdue. These statuses help track outstanding revenue and payment progress.
What information is stored in a client profile?
A client profile includes company details, contact information, currency preferences, projects, invoices, estimates, subscriptions, tickets, and files—providing a complete view of the client relationship in one place.
How is project progress calculated?
Project progress is calculated based on task completion. Each task can have points assigned, and progress reflects the ratio of completed task points to total task points.
How is accountability managed for tickets?
Tickets can be assigned to specific team members, ensuring clear ownership and faster resolution.
How does time tracking work?
Team members clock in and out using Time Cards, allowing accurate tracking of working hours and attendance.
How does the support ticket system work?
Clients can submit tickets through their portal. Tickets can then be assigned, prioritised, responded to, and tracked by team members.
How does SaaS Matrix All-in-One help manage projects effectively?
SaaS Matrix All-in-One provides a centralized project workspace with tasks, milestones, files, time tracking, activity timelines, and progress indicators. This allows teams to collaborate, track progress, and maintain transparency throughout the project lifecycle.
How do roles control access?
Roles define what users can see and do within the system. Permissions are configurable and help enforce security and operational boundaries.
How do quote requests work?
SaaS Matrix All-in-One allows businesses to create public or private quote request forms. Clients submit their requirements through these forms, and submitted quotes can be reviewed and converted into formal quotes.
How are team members added?
Team members can be invited via email or added manually by an admin, with roles and permissions assigned during setup.
How are payments recorded?
Payments are added manually to invoices. Once recorded, the invoice status updates automatically to reflect the payment amount and balance due.
How are events used?
Events are used to schedule meetings, deadlines, or reminders and are displayed on a calendar for easy tracking.
Can time entries be edited?
Authorised users can add or adjust time entries manually to correct mistakes or handle exceptions.
Can tickets be filtered or searched?
Yes. Tickets can be filtered by status, assignee, or date, making it easy to manage large volumes of support requests.
Can project time be tracked for billing or analysis?
Yes. Time can be tracked at both project and task level using built-in timers. Tracked time can later be reviewed, reported on, or used for invoicing purposes.
Can messaging be restricted?
Admins can control whether clients are allowed to message team members, ensuring communication aligns with business policies.
Can invoices be shared or downloaded?
Yes. Invoices can be viewed online by clients or downloaded as PDFs for emailing, printing, or record-keeping.
Can expenses be categorised?
Yes. Expenses can be assigned to predefined categories, which can be managed in the Settings section for consistent reporting.
Can different clients use different currencies?
Yes. Each client can be assigned their own currency, which will automatically apply to invoices, estimates, and payments related to that client, making SaaS Matrix All-in-One suitable for multi-currency operations.
Can clients interact with quotes?
Yes. Clients can view, accept, or reject quotes from their portal. Accepted quotes trigger follow-up actions such as invoice creation or project initiation.