Getting Started New users Manage your profile, password, and preferencesNavigate MindSaltSign in and recover account access Account setup Use and remove sample dataSet up a new MindSalt account
Time and Time Off Time tracking Track time with the timerUse Day View and favoritesTrack and submit time Time off Configure time off and accrualsRecord time off and view balances Time administration Send incomplete time remindersAdd time for multiple employeesManage employee timesheets Timesheet approvals Review timesheet approvals
Expenses Expense tracking Scan and review receipts with Smart ScanAdd expense items and receiptsCreate and submit expense reports Expense administration Export expense receiptsConfigure expense types and payment methodsManage employee expense reports Expense approvals Review expense report approvals
Projects and Clients Clients and organization Publish company newsManage company information and departmentsCreate and manage clients Projects Manage project categories, priorities, and statusCreate and manage projects Tasks and assignments Manage project assignmentsCreate and manage project tasks
People and Permissions Employees Manage employee messagesConfigure employee cost and billing ratesManage employee types and status Permissions Manage security roles and access
Reports and Billing Reports Create invoicesSave and run favorite reportsRun, filter, and export reports Cost and billing rates Export data to QuickBooks DesktopHow cost and billing rates work
Administration 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 single sign-on with OktaConfigure single sign-onConfigure sign-in security
Mobile 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 mobileManage expense reports on mobile Approvals Review approvals on mobile Troubleshooting Troubleshoot MindSalt Mobile
