primaERP Knowledge Base

Welcome to primaERP!

Everything you need to know to get started

Written by Klára Haluzová
Updated over a week ago

How to switch between modules

Switching between Time tracking, Billing and Attendance

Written by Klára Haluzová
Updated over a week ago

Billing: first steps

Written by Daniela Cvachova
Updated over a week ago

Set up your team!

Adding and managing other users

Written by Klára Haluzová
Updated over a week ago

Mobile Apps

Acces to primaERP on the go

Written by Klára Haluzová
Updated over a week ago

Time tracking module

Written by Klára Haluzová
Updated over a week ago

Projects

Written by Klára Haluzová
Updated over a week ago

Tasks

Written by Klára Haluzová
Updated over a week ago

Activities

Written by Klára Haluzová
Updated over a week ago

Project related activities

Activities related to the project

Written by Daniela Cvachova
Updated over a week ago

Agenda

Written by Daniela Cvachova
Updated over a week ago

Calendar

Written by Klára Haluzová
Updated over a week ago

The Timesheet

Written by Klára Haluzová
Updated over a week ago

Dashboard

Written by Klára Haluzová
Updated over a week ago

Impulses

Written by Klára Haluzová
Updated over a week ago

Settings

Written by Klára Haluzová
Updated over a week ago

User configuration

Written by Klára Haluzová
Updated over a week ago

Account settings

Written by Klára Haluzová
Updated over a week ago

TIME TRACKING settings

Written by Klára Haluzová
Updated over a week ago

Connecting Google Calendar

Written by Klára Haluzová
Updated over a week ago

Connecting the MS Exchange 2010 Calendar or Office 365

Written by Klára Haluzová
Updated over a week ago

Connecting Basecamp

Written by Klára Haluzová
Updated over a week ago

Transfer the account ownership

Written by Klára Haluzová
Updated over a week ago

How can the attribute "Beneficial" be used in primaERP-Time Tracking?

Written by Klára Haluzová
Updated over a week ago

Teamwork

Written by Klára Haluzová
Updated over a week ago

Approve Time records

Written by Klára Haluzová
Updated over a week ago

How do I change the account address?

Written by Klára Haluzová
Updated over a week ago

How do I change the email address?

Written by Klára Haluzová
Updated over a week ago

How do I copy a project?

Written by Klára Haluzová
Updated over a week ago

How do I create a template in primaERP?

Written by Klára Haluzová
Updated over a week ago

How does Pause Button work?

Written by Klára Haluzová
Updated over a week ago

Get primaERP Attendance ready for your team

Written by Klára Haluzová
Updated over a week ago

How to create and manage bills

Written by Klára Haluzová
Updated over a week ago

How to set the hourly rate

Written by Klára Haluzová
Updated over a week ago

How to edit the hourly rate

Written by Klára Haluzová
Updated over a week ago

How does primaERP price a time record?

Written by Klára Haluzová
Updated this week

How do I recalculate the price of the time records?

Written by Klára Haluzová
Updated over a week ago

Add a personal signature or stamp

Written by Klára Haluzová
Updated over a week ago

Add your company’s logo

Written by Klára Haluzová
Updated over a week ago

How do I edit the bill?

Written by Klára Haluzová
Updated over a week ago

How do I set the numbering format?

Written by Klára Haluzová
Updated over a week ago

How do I create a primaERP / TIME TRACKING account?

The first steps on your way to use primaERP

Written by Klára Haluzová
Updated over a week ago

I entered a wrong email address. How I can fix this?

Written by Klára Haluzová
Updated over a week ago

Have you forgotten your password?

What to do if you cannot remember your password

Written by Klára Haluzová
Updated over a week ago

The application has stopped working and I’m not able to log back in, what can I do?

Written by Klára Haluzová
Updated over a week ago

How do I sign in to my primaERP account?

Written by Klára Haluzová
Updated over a week ago

What is the web address of the account for?

...and why you should not lose it

Written by Klára Haluzová
Updated over a week ago

I forgot the Web address for my account.

Written by Klára Haluzová
Updated over a week ago

What if I don´t receive the activation link?

Written by Klára Haluzová
Updated over a week ago

How to apply a promo code

Written by Daniela Cvachova
Updated over a week ago

Password Security

How to create a safe password

Written by Klára Haluzová
Updated over a week ago

How to resize the text in primaERP

Adjusting the text size

Written by Klára Haluzová
Updated over a week ago

How do I assign or remove a role to a user?

Arranging competencies for users

Written by Klára Haluzová
Updated over a week ago

Affiliate Premium Program - how it works

Earn comission with primaERP

Written by Klára Haluzová
Updated over a week ago

How do I set up the period lock date?

Locking the time records

Written by Klára Haluzová
Updated over a week ago

Removing a client

How to delete a client from primaERP in accordance with GDPR

Written by Klára Haluzová
Updated over a week ago

How to translate primaERP into an ‘unsupported’ language

A chance to help us reach more customers

Written by Klára Haluzová
Updated over a week ago

How do I add more users to my primaERP / TIME TRACKING account?

Inviting your colleagues and employees

Written by Klára Haluzová
Updated over a week ago

Access Tokens

Written by Klára Haluzová
Updated over a week ago

Consent validity

How to manage validity of client's conscent with processing pervate date according to GDPR

Written by Daniela Cvachova
Updated over a week ago

Order & payment process in primaERP

Written by Klára Haluzová
Updated over a week ago

Invoices of your payments

Where can I find my invoices for primaERP?

Written by Daniela Cvachova
Updated over a week ago

What is MyCommerce

How to login to MyCommerce (former Digital River)

Written by Klára Haluzová
Updated over a week ago

How to cancel the subscription?

Written by Daniela Cvachova
Updated over a week ago

API: Integrate primaERP to your systems

Written by Klára Haluzová
Updated over a week ago

Time tracking - Android app

Written by Klára Haluzová
Updated over a week ago

Sign up or log in

Written by Klára Haluzová
Updated over a week ago

Working within the dashboard

Written by Klára Haluzová
Updated over a week ago

Project panel

Written by Klára Haluzová
Updated over a week ago

Personal report

Written by Klára Haluzová
Updated over a week ago

Clients in the Mobile App

Written by Klára Haluzová
Updated over a week ago

Settings in the Mobile App

Written by Klára Haluzová
Updated over a week ago

primaERP on small screens

Where to find the menu on a small screen like tablet?

Written by Daniela Cvachova
Updated over a week ago