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Staff And Contractors

How do I add or edit my Staff and Contractors’ Rates?

Staff Rates Go to the People tab Select the Staff and Contractors sub-tab Click the edit link next to your Staff Adjust the Billing Rate and then click Save.…

How do I add more Staff to my account?

If you need to add more Staff members to your project, you can either upgrade to the next package with Staff included, or add extra staff members to your plan. …

What are 1099 forms? Who files them? How do I create o…

What are 1099 forms? The 1099 form is a document that tells the IRS how much you’ve earned, who made that payment to you and the purpose of the payment. It es…

What is a Contractor and how can I connect one to my a…

The Contractor feature allows others to work with you in FreshBooks, enabling them to track time on projects they have been invited to while invoicing you for t…

How can my Staff track time?

Allowing your Staff Members to track time to projects is a breeze! You just need to make sure that you’ve created an account for your Staff Member and tha…

Can my Staff or Contractor create Expenses?

For Staff Staff can create expenses as long as you have Expenses enabled for them in the Staff Permissions. To enable this: Go to Settings Click on the Permis…

What is a Staff member? How do I set one up?

A Staff member in FreshBooks acts as an employee to your company. You can set permissions for what your Staff members can do (applies to all Staff members equal…

What is a Staff/Contractor? How do I set one up?

Using Staff and Contractors within FreshBooks allows you to collaborate with your team members and improve your productivity. You can set your team members up a…

Getting Up and Running as a Contractor in FreshBooks

Congratulations on being invited to work on a project in FreshBooks! We know your first priority is getting up and running quickly, so we’ve prepared a pr…

Why can’t my staff see other team members’ timeshe…

Your staff member will only be able to see your other team members’ timesheets for projects that they are project managers of. By default, the project manager…

What happens when you delete a team member or client?

Deleted Clients When you delete a client, all of their invoices will still be available in your account. However, you will no longer be able to send them new in…

Which Staff members can generate invoices from project…

In FreshBooks, you can create projects and assign staff members to them. Your staff members can track their time towards those projects, but can they invoice …

Can my staff have individual permissions?

In FreshBooks, the permissions you assign to staff members apply to all of them equally (global). The only way you can separate staff’s abilities are to …

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