Documentation

Quick Start Guide - Sign up and configuration

Setting up Voqara's integration with Jira

Clients - Add Invoice

This guide provides a straightforward, step-by-step process for creating an invoice for a client using the Voqara platform. It simplifies the invoicing process, ensuring users can efficiently manage their billing tasks without confusion. By following these instructions, users can save time and ensure accuracy in their invoicing, making it an essential resource for anyone looking to streamline their client billing.

Clients - Edit

This guide provides a straightforward process for editing client details in Voqara, ensuring you can efficiently manage client information. By following these simple steps, you can quickly update records, enhancing your workflow and maintaining accurate data. It's an essential resource for anyone looking to streamline client management tasks within the platform.

Clients - Create

This guide provides a straightforward, step-by-step process for creating a new client in Voqara, ensuring users can efficiently navigate the platform. It simplifies the task by breaking it down into clear actions, making it accessible even for those unfamiliar with the software. By following this guide, users can save time and avoid potential errors, enhancing their overall experience with Voqara.

Clients - Add Project

This guide provides a straightforward, step-by-step process for adding a new project to a client in the Voqara app. It simplifies the task by breaking it down into clear actions, ensuring users can efficiently navigate the interface and input necessary project details. By following this guide, users can save time and avoid confusion, making project management more streamlined and effective.

Clients - Archive

This guide provides a straightforward process for archiving a client in Voqara, ensuring that users can efficiently manage their client lists. By following the simple steps outlined, users can maintain an organized database, which is crucial for effective client management. Whether you're new to Voqara or looking to streamline your workflow, this guide offers essential insights to enhance your experience.

Projects - Add Service

This guide provides a straightforward process for adding a service to your projects in Voqara.

Projects - Archive

This guide provides a straightforward process for archiving projects in Voqara.

Projects - Create

This guide provides a straightforward, step-by-step process for creating a new project in Voqara, making it easy for users to navigate the platform efficiently. By following these instructions, users can quickly set up projects tailored to their needs, ensuring they maximize the software's capabilities. Whether you're a beginner or looking to streamline your workflow, this guide is an essential resource for effective project management in Voqara.

Projects - Edit

This guide provides a straightforward walkthrough for editing a project in the Voqara app, ensuring users can efficiently manage their tasks. By following the steps outlined, users can easily navigate the interface and make necessary changes to their projects. It's an essential resource for anyone looking to streamline their project management process and enhance productivity.

Projects - Assign User

This guide provides a straightforward process for assigning users to projects within the Voqara application. It simplifies the task by breaking it down into easy-to-follow steps, ensuring that users can efficiently manage project assignments. By following this guide, users can enhance collaboration and streamline project workflows, making it an essential resource for effective project management.

How-to: Project Prefixes

Tasks - Create New

This guide provides a step-by-step process for creating a new task in Voqara.

Tasks - Clearing Done Tasks

This guide demonstrates how to manage and clear completed tasks in Voqara.

Tasks - Move to Active

This guide demonstrates how to make a backlogged task become active in Voqara.

Tasks - Delete Task

This guide demonstrates how to delete a task on Voqara in five simple steps.

Task - Edit Details

This guide demonstrates how to edit task details in Voqara.

Tasks - Move to Backlog

This guide illustrates how to backlog a task in Voqara.

Invoices - Edit

This guide depicts the process for editing invoice details in the Voqara app.

Invoices - Create Time & Materials Invoice

This guide details the process for creating a Time & Materials invoice in Voqara.

Invoices - Send

This guide details the process for sending an invoice to a client through Voqara.

Invoices - Create Custom Invoice

This guide demonstrates the process of creating a Custom Invoice in Voqara.

Invoices - Create Fixed Bid Invoice

This guide provides a straightforward, step-by-step process for creating a fixed bid invoice in Voqara.

Invoices - Add Unbilled Items

This guide demonstrates how to add unbilled items to an invoice in Voqara.

Payments - Add Payment

This guide details the process for adding a payment in Voqara.

Payments - Edit Payment

This guide demonstrates the process for editing payment details in Voqara.

Team - Assign Team Member to Project

This guide provides a straightforward process for assigning team members to projects in Voqara.

Team - Activate User

This guide provides a straightforward process for re/activating a user in Voqara.

Team - Deactivate User

This guide demonstrates how to deactivate a user within Voqara.

Team - Edit User Details

This guide provides a straightforward process for editing user details in Voqara.

Team - Invite New User

This guide details the process for inviting new users to your team in Voqara.

Services - Assign Service to Project

This guide demonstrates the process for assigning a service to a project in Voqara.

Services - Edit Service Details

This guide provides a straightforward process for editing service details in Voqara.

Services - Add New Service

This guide demonstrates the process for adding a new service in Voqara.

Admin/Team Settings - Edit Invoice Information

This guide demonstrates the process for updating invoice information in Voqara.

Admin/Team Settings - Edit Security Settings

This guide demonstrates how to adjust the security settings in your Voqara account.

Admin/Team Settings - Create New Tax Rate

This guide demonstrates how to create a new tax rate within Administrative Settings in Voqara.

Admin/Team Settings - Custom Logo

This guide demonstrates the process for customizing your team's logo in Voqara.

Setting up Voqara's integration with Jira

Reports - Generate Custom Report

This guide demonstrates how to generate custom reports in Voqara.

Reports - Revenue by Month

This guide demonstrates how to access and analyze monthly revenue reports in Voqara.

How-to: Time Entry Description Parsing