Admin Portal overview

The Admin Portal is where your team runs day-to-day operations on Bitmosys — raising bookings, filling shifts, approving timesheets and expenses, managing clients and staff, and handling billing.

Start here

• Getting started — signing in, switching companies, and finding your way around.
• Working with lists — the search, filter, column, export and calendar controls every list shares.
• Bookings — create and manage bookings, the core of your day-to-day work.
• Clients — manage clients, import/export them, and record parking locations.
• Product & Service — your service catalogue, pricing modifiers, and versioned rate cards.

The modules

• Timesheets — review and approve the hours your staff submit.
• Expenses — review claims and receipts, settle and recharge them, and manage categories.
• Adjustments — pay and charge adjustments against a worker or client, with approvals.
• Invoicing — raise and send invoices, run billing in bulk, record payments, and track debtors.
• Employees and sub-contractors — add and invite your staff.
• Availability and Time off — when staff can work, and their leave.
• Messages — customise notification templates and track what's been sent.

Finding your way around

The sidebar's app-area switcher groups the portal into Staffing, HR, Compliance, Learning and Development and Settings, so you only see the sections relevant to the task in hand. Billing and Settings live under the Settings area. See Getting started for the full map.

This guide is kept in sync with the Admin Portal — when a feature ships, its page here is updated.