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Getting Started

6
  • New users
    • Manage your profile, password, and preferences
    • Navigate MindSalt
    • Quick start for new users
    • Sign in and recover account access
  • Account setup
    • Set up a new MindSalt account
    • Use and remove sample data
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Time and Time Off

9
  • Time tracking
    • Track and submit time
    • Track time with the timer
    • Use Day View and favorites
  • Time off
    • Configure time off and accruals
    • Record time off and view balances
  • Time administration
    • Add time for multiple employees
    • Manage employee timesheets
    • Send incomplete time reminders
  • Timesheet approvals
    • Review timesheet approvals
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Expenses

7
  • Expense tracking
    • Add expense items and receipts
    • Create and submit expense reports
    • Scan and review receipts with Smart Scan
  • Expense administration
    • Configure expense types and payment methods
    • Export expense receipts
    • Manage employee expense reports
  • Expense approvals
    • Review expense report approvals
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Projects and Clients

7
  • Clients and organization
    • Create and manage clients
    • Manage company information and departments
    • Publish company news
  • Projects
    • Create and manage projects
    • Manage project categories, priorities, and status
  • Tasks and assignments
    • Create and manage project tasks
    • Manage project assignments
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People and Permissions

6
  • Employees
    • Configure employee cost and billing rates
    • Create and manage employees
    • Manage employee access and invitations
    • Manage employee messages
    • Manage employee types and status
  • Permissions
    • Manage security roles and access
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Reports and Billing

5
  • Reports
    • Create invoices
    • Run, filter, and export reports
    • Save and run favorite reports
  • Cost and billing rates
    • Export data to QuickBooks Desktop
    • How cost and billing rates work
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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
    • Configure sign-in security
    • Configure single sign-on
    • Configure single sign-on with Okta
  • Subscription
    • Manage subscription and billing
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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
  • Time and Time Off

Time and Time Off

4 Sub Categories | 0 Docs

Time and Time Off

Track time, record time off, administer timesheets, and review approvals.

  • Time tracking
    • Track time with the timer
    • Use Day View and favorites
    • Track and submit time
  • Time off
    • Configure time off and accruals
    • Record time off and view balances
  • Time administration
    • Send incomplete time reminders
    • Add time for multiple employees
    • Manage employee timesheets
  • Timesheet approvals
    • Review timesheet approvals

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