Finance

Teamleaf features everything you need to manage accounts, from invoicing, to payroll, to running costs and more.

Browse Tutorials

Tutorials

Adding a Credit Note

Learn how to add a Credit Note to a Task in Teamleaf

Adding and Updating Rates

In this tutorial you will learn how to add new rates, and update existing rates.

Creating a Quote

In this tutorial you will learn how to create a basic quote in Teamleaf

Creating an Invoice

Learn how to create an invoice in Teamleaf, made simple using information you've already added to the Task

Connections & Integrations

How to Set up Xero for Teamleaf

In this tutorial you will learn how to set up an app on Xero, and connect it with Teamleaf

Related Courses

A tutorial answers one question; a course walks the whole of Finance in order, with a quiz at the end and sometimes a qualification with it.

Sweeptech Finance Essentials

Sweeptech Finance Essentials

Learn about the essentials for Sweeptech Finance

Other Tutorial Categories

App

Explore everything that the Teamleaf App can be used for

Connections & Integrations

Understand how you can connect and use third-party services alongside Teamleaf

Equipment & Stock

Get to grips with Teamleaf's inventory management tools, from creating new products to adjusting stock.

Essentials

Brand new to Teamleaf? Not sure where to start? Check out our essential tutorials so you understand the basics.

Fleet Management

Learn how to use Teamleaf's Fleet Management tools to better manage your team's vehicles

Forms

Forms are used across Teamleaf to collect and present information relating to your work.

Human Resources

Alongside Works Management, Teamleaf offers a range of Human Resources tools. Learn how to use them here.

Intracompany

If you have another depot assisting with a Task, you will want to use an Intracompany Task. Learn more about Intracompany here

Invoicing

With all the information you need in one place, Teamleaf makes invoicing a breeze - learn how you can simplify your accounts process here

Quoting

Learn about how to create and use quotes in Teamleaf

Reports

Essential for getting an overview of your business, Reports are are used across departments to see KPIs in a presentable way.

Rotas & Timesheets

Manage users' working hours using Teamleaf's Rota & Timesheet features

Scheduler

The scheduler is at the heart of Teamleaf, use it to add, update and remove shifts, all from one place

Setup

Learn how you can setup Teamleaf to optimise your workflow, in a way that suits you.

Shifts

Shifts are critical to Teamleaf, allowing the whole team to stay organised, knowing who is supposed to be where and when.

Tasks

From Shifts, to Finance, to Forms and more, Tasks tie everything in Teamleaf together. Learn more about how you can optimally set up yours