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Getting Started

6

New users
Account setup
- Set up a new MindSalt account
- Use and remove sample data

Time and Time Off

9

Time tracking
Time off
- Configure time off and accruals
- Record time off and view balances
Time administration
Timesheet approvals
- Review timesheet approvals

Expenses

7

Expense tracking
Expense administration
Expense approvals
- Review expense report approvals

Projects and Clients

7

Clients and organization
Projects
- Create and manage projects
- Manage project categories, priorities, and status
Tasks and assignments
- Create and manage project tasks
- Manage project assignments

People and Permissions

6

Employees
Permissions
- Manage security roles and access

Reports and Billing

5

Reports
Cost and billing rates
- Export data to QuickBooks Desktop
- How cost and billing rates work

Administration

8

General settings
- Configure general account settings
Time settings
- Configure time tracking settings
Expense settings
- Configure expense tracking settings
Approvals
- Configure approval workflows
Sign-in and SSO
Subscription
- Manage subscription and billing

Mobile

6

Mobile basics
- Use MindSalt on a phone or tablet
Time tracking
- Track and submit time on mobile
Expenses
- Add expenses, receipts, and Smart Scan on mobile
- Manage expense reports on mobile
Approvals
- Review approvals on mobile
Troubleshooting
- Troubleshoot MindSalt Mobile

Help Center
People and Permissions
Employees

Employees

5 Docs

Employees

Create employees and maintain their access and employment settings.

Manage employee messages
Configure employee cost and billing rates
Manage employee types and status
Manage employee access and invitations
Create and manage employees

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