Tutorials
By Charlie1 author207 articles
- 📺 Create a resource from A to Z
- Assign a resource to another manager
- Effectively Track Your Resources
- Activate a resource's intranet and communicate their access credentials
- How to Delete a Resource?
- How to modify work units for some of your resources?
- Delete/Deactivate a Manager Account
- Seniority of your employees
- 📺 Configure and Manage Leave Balances for Your Resources
- Forms ResourceThis feature allows you to send forms / surveys to your employees who have at least intranet access.
- Absence Planning
- Managing Documents with Expiration Dates
- Entering and Tracking the Probation Period
- How to Deduct a Meal Benefit Based on Declared Expenses?Boond allows you to define the types of expenses that should deduct a meal benefit.
- Manage the validation workflows for my resourcesValidation workflows allow you to define who will analyze, control, validate, or reject the various activity reports of your resources.
- Introduction to the CRM module
- Create a new company in the CRM
- 📺 Manage your client and lead database
- Qualify the billing contact details of your clients
- View the List of Opportunities/Projects Associated with a CRM Contact
- Use flags to qualify and search for contacts
- How to Delete a Contact/Company from Your CRM?
- How to handle a CRM contact's company change?
- Merge 2 Companies
- Merge 2 CRM Contacts
- Create a TA Project from A to Z
- Assign a resource(s) to an existing project
- How to handle your mission monitoring?
- Change the client contact of a project
- Mission order
- Create a Fixed-Price Project from A to Z
- Qualify a Project
- Extend a project / a delivery
- How to delete a project / a delivery?
- Create a Transfer Project
- Create and Manage a Delivery Grouping
- Service Types: An Additional Analysis Axis
- Create and Manage an Internal Project
- Create a project
- Understanding the Project Billing Tab
- Assigning Standard Profiles to Your Opportunities and Projects
- How to Manage Exceptional Activity for Your Employees
- Workplace Management
- Timesheet Signature by the Client
- How to delete a timesheet / expense report / absence request?
- Control documents pending validation
- Managing Leave Carryovers
- Mandatory Absences
- Manage Invitations in ExpensesAllow your managers to invite other resources to their expense reports
- Manage Part-Time ContractsWant to manage your part-time resources in Boond? If you have part-time resources and wonder how to handle them efficiently in Boond, this article is for you.
- How to create an order and qualify the order?
- 📺 How to Properly Invoice Your Projects? - The Webinar
- How to create and edit invoice states?Invoice states are defined per invoice and allow for proper tracking of invoice processing. Of course, these states can be edited to match your references.
- Bank Reconciliation
- Exporting Your Electronic Invoices (Factur-X, CII)
- Manage Billing Intermediaries
- Method for Correlating Your Time & Materials / TA Project Deliveries to Their Orders
- How to Ensure You Have Invoiced All Your Projects?
- How to Separate the Billing Address from the Registered Office Address
- QR Invoice
- Billing Projects by the Hour (in work units)
- How to Display the IC VAT Number on Your Invoices?
- How to rebill expenses related to a fixed-price or time-and-materials project?
- How to Edit the Billing Address of a Purchase Order on an Ongoing Delivery?
- How to create a credit note in BoondManager?
- How to Delete an Order / Invoice?
- Track Your Invoice Payments
- Collect your consultants' Activity Reports and attach them to your invoices
- Scheduled Billing: Billing a Project as a Fixed Price
- Billing Control
- Qualify Billing DetailsQualify the details to display on your client invoices and configure reminder addresses.
- Monthly Billing: Billing a Project in TA/Managed Services
- Prepare Your Invoices with the Preparation ModuleThis article explains how the Billing > Preparation sub-view works. Easily generate your invoices by viewing all your billable items at a glance and handle them in bulk!
- Electronic Invoicing in FranceIn this article, we explain the context of electronic invoicing in France and how this mandate is being implemented within your favorite tool, Boond!
- Electronic Invoicing in France with PennylaneIn this article, find out how to sync your account and learn the specific steps for electronic invoicing using our partner certified platform (plateforme agréée), Pennylane.
- Interface Owner
- How to create a new legal Agency?
- BoondManager Administration: What You Need to Know
- Create/Manage a Sandbox
- Customize your resources' calendar!
- Customize activity types for resources
- Create/Configure a Role
- Configuration of Activity Reports for Employees
- Configure miscellaneous access rights for a module
- Configure Access Rights to Module Cards
- Configure module search rights
- Track/Analyze End of Process
- Create and Manage Task Lists by Card
- Import your data into Boond
- Create and configure a manager account
- How to configure advantages?
- Structuring Your Activity in BoondLegal Agencies, Poles or Business Units: How to properly structure your interface to reflect your activity in Boond?
- Managers, discover the BoondManager mobile app 📱With the BoondManager mobile app, you can manage your entire activity from your smartphone.
- Configure and Use Alerts
- Survey
- Install and configure an application
- SEPA
- ExtractBI
- DocTemplates: Generate your documents with your custom templates
- Hourly Tracking
- Projects+
- Digital WorkplaceWith Digital Workplace, easily share information with all your employees!
- Wobee
- Equipment Loan: Tracking Your Equipment Has Never Been Easier!
- Store your resources' emergency contacts
- Ringover (by BoondManager)
- PostProduction - Billing Production Turnover and Schedules
- Showcase
- Automate and log in your different tools with Make (Integromat)
- JobPosting
- DataClosing: Close your periods with ease
- GDPR Consents
- MyDSOManager - optimize your payment terms
- Pylote
- Karburan Pro
- Jean-Michel.io
- Melorio: log in your Boond to Power BI
- SIPSim
- Linc: Optimize your payroll management
- SaaSEditor
- PlanProduction - Graphical display of reported times and absence requests
- AbsenceBalances - Absence Balance Management
- Contracts - Resource Contract Management
- GCalendar & GMail
- Viewer
- OrganizationChart
- Accounting & PayrollAccounting & Payroll enables you to generate files for importing your accounting & payroll data.
- Emailing : send emails via BoondManager
- Create and Send a Quotation
- CreateActivityDocuments
- BackupBDDLearn how to use our database backup app and perform your own backups.
- AnsweringValidators
- Advantages
- ResourcePlannerResourcePlanner is an application that allows you to plan the activity (Absence, Internal & Production) of your resources.
- Microsoft
- Introduction to Apps
- Candidates+
- Markers
- Corporama
- IntranetAccounts
- ExceptionalActivity
- ExtractPayroll: Manage Timesheet Tracking and Payroll Preparation
- HrFlow - Creating a Candidate from a Resume
- Automate and log in your different tools with Zapier
- Automation: Configuration and Management in BoondThe purpose of this article is to introduce you to the automation module and guide you step by step through the creation, testing, publishing, and monitoring of your automated workflows.
- MCP: Log in Boond to your AI assistantInstallation and usage guide for the MCP Boond connector