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USE CASES

Practical sheets

USE CASES

Discover the questions of our users

Admin

How to change my agency's address on OOTI?

I need to change the language on OOTI every time I log in, why?

OOTI doesn't remember my login password, is that normal?

The difference between "Admin" in team and project permissions?

What is a paying user?

How to unarchive a user?

Why Invite All Your Collaborators?

My collaborators are not displayed, how come?

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Projects

The details of my project are not displaying in my fees.

I want to create sub-phases in OOTI, how can I do that?

I'm having trouble updating the progress of my phases.

How to set up flat fees for my project?

Billing

How do I edit my invoice header or footer?

Definition : "You have generated duplicate invoice codes"

How to resume an invoice already passed in time?

How to invoice between your entities?

How to modify an invoice already sent?

I can't send an invoice from OOTI.

How to make a partial credit?

How do I update the numbering of my invoices?

How do I change the title of my invoice?

I changed a client name but it does not appear on my invoice

How to make a discount on OOTI?

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Duration

I can't enter my hours

Can I include weekends as working days?

"How to transfer an employee's time recovery to another project?

agency management

How to determine the billable hourly rate?

How to change the date of a CDD?

The allocation of overhead costs in OOTI

Imports/exports

How to export an invoices report in Excel format (.xls) ?

How to import time spent over a month directly on OOTI?

I would like to export my overheads.

There is an error message when I import my data, what should I do?

Practical sheets

Preparation for time settings