# Agencydesk Help ## Agencydesk Wiki - [Introduction to Agencydesk](https://help.agencydesk.io/readme.md) - [FAQs & How to Get Started](https://help.agencydesk.io/faqs-and-how-to-get-started.md): Your one-stop guide to understanding Agencydesk and seeing if it’s the right fit for your team. - [General](https://help.agencydesk.io/company-settings/general.md): This section helps you configure your Agencydesk profile to reflect your company’s identity and operational needs. Accurate setup ensures smooth integration and professional client-facing documents. - [Details](https://help.agencydesk.io/company-settings/general/details.md): Update company details like logo, address, currency, and time zone to ensure accurate data and consistent branding across your account. - [Finance](https://help.agencydesk.io/company-settings/general/finance.md): Configure tax rates, payment terms, and invoice settings to streamline billing and maintain accurate financial workflows. - [Accounting](https://help.agencydesk.io/company-settings/general/accounting.md): Manage financial integrations and accounts in the Accounting tab. Connect to Xero or create custom accounts for seamless tracking. - [Billing Tiers](https://help.agencydesk.io/company-settings/general/billing-tiers.md): Billing Tiers in Agencydesk provide a flexible framework for structuring how your agency charges for its services. Rather than applying a single rate card across your entire client base, Billing Tiers - [Job Categories](https://help.agencydesk.io/company-settings/general/job-categories.md): Organise tasks and projects with Job Categories to improve workflow management and streamline reporting. - [Global Tags](https://help.agencydesk.io/company-settings/general/global-tags.md): Create reusable colour-coded tags to organise and label Tasks across all Jobs. Global Tags help teams quickly identify status, type, or priority at a glance. - [Users](https://help.agencydesk.io/company-settings/users.md): The Users tab allows you to invite and manage team members, including freelancers, employees, and contractors. Here's how to invite users, manage their profiles, and customise their settings. - [Departments](https://help.agencydesk.io/company-settings/departments.md): Set up Departments to organise workflows, allocate tasks, and manage costs, ensuring smooth integration with accounting. - [Rate Card](https://help.agencydesk.io/company-settings/rate-card.md): Set and manage Task and Cost rates for all Billing Tiers in one place to ensure consistent, personalised pricing across your agency. - [Task Types](https://help.agencydesk.io/company-settings/rate-card/task-types.md): Create and manage Task Types, including estimated times, rates, and default descriptions, to streamline team workflows and project planning. - [Cost Types](https://help.agencydesk.io/company-settings/rate-card/cost-types.md): Define and manage Cost Types on your Rate Card. Set the default Supplier, pricing structure, cost price, and markup so every Cost added to a Job is priced correctly from the start. - [Job Templates](https://help.agencydesk.io/company-settings/job-templates.md): Save time by creating and using Job Templates for recurring projects. Customise Templates to match your needs and streamline Job creation. - [Recurring Jobs](https://help.agencydesk.io/company-settings/recurring-jobs.md): Automate Recurring Jobs for retainers, weekly reporting cycles, and annual renewals. Set flexible recurrence patterns tailored to agency workflows. - [Integrations](https://help.agencydesk.io/company-settings/integrations.md): Connect your team’s calendars and accounting software to Agencydesk. Sync Google Calendar or Microsoft 365 Calendar into the Resource Planner and My Desk, and sync Clients and Invoices with Xero. - [Clients](https://help.agencydesk.io/admin/clients.md): Manage Active and Prospective Clients in Agencydesk. Set default Account Executive, Billing Tier, and Currency per Client. Add Brands, Notes, and Documents. Track Xero sync, filter and sort the Client - [Suppliers](https://help.agencydesk.io/admin/suppliers.md): Manage Suppliers in Agencydesk. Connect Suppliers to Cost Types and Purchase Orders, upload contracts and NDAs, and track procurement history per Supplier. - [Finance](https://help.agencydesk.io/admin/finance.md): The agency-wide home for all Invoices, Purchase Orders, and Cost Estimates. Search, filter, sync to Xero, and track receivables across every Job in one place. - [Reports](https://help.agencydesk.io/admin/reports.md): ​​Use reports and dashboards to monitor workload, performance, efficiency, revenue trends, and profitability across your agency. - [Active Jobs](https://help.agencydesk.io/admin/reports/active-jobs.md): A live view of every active Job grouped by Client, showing progress against estimate alongside what has been quoted, invoiced, and still left to bill. - [Work Distribution](https://help.agencydesk.io/admin/reports/work-distribution.md): Five views of where the agency's committed hours actually sit: by department, service line, team member, Account Executive, and month. Built to expose bottlenecks, spare capacity, and unhealthy billab - [Forecasting](https://help.agencydesk.io/admin/reports/forecasting.md): Forecast what can still be invoiced. Every active Task's value plotted by due date, by Account Manager, and by Client, split into what has already been billed and what has not. - [User Time Recon](https://help.agencydesk.io/admin/reports/user-time-recon.md): Measure each team member's estimation accuracy, time discipline, utilisation, and profitability over time, with configurable performance scoring and bonus recommendations. - [Manager Time Recon](https://help.agencydesk.io/admin/reports/manager-time-recon.md): The same time performance data as User Time Recon, aggregated by Account Manager rather than by individual, for spotting trends across a whole book of work. - [Financial Summary](https://help.agencydesk.io/admin/reports/financial-summary.md): Track agency revenue over time, compare it against a monthly target, and see how it is distributed across Account Managers, with or without supplier costs. - [Multi-Job Recon](https://help.agencydesk.io/admin/reports/multi-job-recon.md): Consolidate many Jobs into a single reconciliation. Answer whether a client, a service line, or a period of work actually made the agency money. - [Milestones](https://help.agencydesk.io/admin/reports/milestones.md): A live, priority-ordered view of every upcoming Milestone across your active Jobs, grouped by urgency and colour-coded by status, so Account Executives and project managers can see what is due, what i - [Managing Jobs](https://help.agencydesk.io/jobs/managing-jobs.md): Manage the full life of a Job in Agencydesk: create it, brief it, activate it, close it, archive it, duplicate it, save it as a Template, or delete it. Built around how agency projects actually run. - [Job Costing](https://help.agencydesk.io/jobs/job-costing.md): The Job Costing is the financial blueprint of every Job. Build it out of Groups, Tasks, and Costs, and everything downstream reads from it: Estimates, Invoices, scheduling, and profitability. - [Tasks](https://help.agencydesk.io/jobs/tasks.md): Add, activate, assign, tag, brief, review, and track Tasks inside a Job. Tasks are the billable units of agency work. - [Costs](https://help.agencydesk.io/jobs/costs.md): Add, price, mark up, and manage Costs inside a Job. Costs cover everything the agency buys in, from print and promo to outsourced copywriting and media spend. - [Estimates](https://help.agencydesk.io/jobs/estimates.md): Build, edit, download, and activate Cost Estimates on a Job. Quote straight from the Job Costing, then turn an approved Estimate into live work in one click. - [Financial](https://help.agencydesk.io/jobs/financial.md): The Financial tab of a Job: invoice for work done and raise Purchase Orders for Supplier costs, all drawn straight from the Job Costing. - [Invoices](https://help.agencydesk.io/jobs/financial/invoices.md): Create, build, edit, issue, download, and void Invoices on a Job. Draws straight from the Job Costing, with guardrails that keep billing accurate and audit-ready. - [Purchase Orders](https://help.agencydesk.io/jobs/financial/purchase-orders.md): Raise Supplier Purchase Orders from a Job's Costs. One PO per Cost, with buy-and-resell views and correct dual tax-rate handling. - [Central](https://help.agencydesk.io/jobs/central.md): The Central tab is a Job's shared record: every Task Note, every action taken, every meeting, and every document attached anywhere on the Job, in one view. - [Timeline](https://help.agencydesk.io/jobs/timeline.md): A Gantt-style view of a single Job where Tasks, Milestones, and financial events sit on one shared calendar. The place where Milestones are created, moved, and completed in full context of the work ar - [Recon](https://help.agencydesk.io/jobs/recon.md): Recon is where an agency finds out what a Job actually earned. Tracked time costed at real resource rates, supplier margin, meeting cost, and true nett margin, all in one place. - [My Desk](https://help.agencydesk.io/my-desk/my-desk.md): Your personal workspace in Agencydesk. Track time on assigned Tasks, manage personal and shared To-Dos, view meetings synced from Google or Microsoft 365 Calendar, and stay on top of what needs attent - [Resource Planner](https://help.agencydesk.io/task-schedule/resource-planner.md): Plan resource capacity across active Jobs. See who is working on what, balance workload, and manage productivity in one live view built for agency operations. - [Timesheets](https://help.agencydesk.io/task-schedule/timesheets.md): Review tracked vs booked time per user, per day, with full traceability down to each time entry and its description. Built for agency productivity reviews, HR, and management insight. - [Calendar](https://help.agencydesk.io/calendar/calendar.md): Plan and view events and important dates in one place. Switch between day, week, or month views to stay organised and aligned across your team’s schedule. --- # Agent Instructions This documentation is published with GitBook. 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