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.
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
Managing Part-Time ContractsWant to manage your part-time resources in Boond? If you have part-time resources and are wondering how to manage 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 you to properly track the processing of invoices. Of course, these states can be edited to match your own 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!
View Advanced Positionings on Workload Plans
Explanation and Configuration of Reportings
Analytics: a module to manage your activityReady-to-use dashboards tailored to your main business use cases for quick analysis and informed decision-making.
Planning: Workload Plans
Analytics: GlossaryDefinitions to help you understand the key indicators & charts available in Analytics dashboards.
Analytics: Sales Review (dashboard)Manage your sales opportunities and track your sales performance. Ideal for analyzing your sales activity by perimeter.
Analytics: Sales Pipeline (dashboard)Analyze your pipeline and track the evolution of your opportunities to optimize your sales strategy.
Analytics: Staff Structure (dashboard)An ideal dashboard to analyze your staff distribution, optimize your structure/billable balance, and manage your company's payroll.
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 personalized 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 allows you to generate files to import 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 enables you to schedule 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