Getting started
Set up your workspace and learn your way around Unify Revenue.
Unify Revenue help center
Find the answer. Get back to the work.
Clear, step-by-step guidance for time, projects, teams, expenses, reports, invoicing, and workspace administration.
Try “submit a timesheet,” “invoice reminder,” or “change seats.”
49 guides available
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Popular guides
Getting started5 min
Go from first project to first invoice
A practical path through setup, time tracking, review, and billing.
Read guideTime and approvals4 min
Track, edit, and delete time
Add a time entry to a project and task, move it to another date, or correct its details.
Read guideProjects6 min
Create a project
Connect a client, project type, tasks, and team in one setup flow.
Read guideTeam and roles5 min
Invite, archive, restore, and remove people
Manage the team lifecycle while protecting active access and historical work.
Read guideInvoices, payments, and retainers6 min
Create an invoice from tracked time and expenses
Turn eligible project activity into a draft invoice without billing it twice.
Read guideReports and exports4 min
Understand the time report
Read hours, billability, billable value, and uninvoiced value across your work.
Read guideAll topics
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49 published guides
Time and approvals
Track time, submit a week, and keep approvals moving.
Projects
Create, organize, budget, import, and export client work.
Team and roles
Invite people, understand access, and review team capacity.
Clients, contacts, and tasks
Maintain the reference data that connects work to billing.
Expenses and receipts
Capture project costs, billing status, and supporting files.
Invoices, payments, and retainers
Turn tracked work into clear invoices and reconcile collections.
Reports and exports
Understand hours, billable value, uninvoiced work, and available exports.
Profile, notifications, and security
Manage your identity, personal settings, password, and sessions.
Billing and account
Manage plans, seats, workspace preferences, modules, and account holds.
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