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Documentation

Beeline Professional Help

    • Release notes
      • 2024 | Beeline Professional release notes
      • 2023 | Beeline Professional release notes
    • Get started
      • About the help library
      • About Beeline Professional
      • Import data in your tenant site
        • Set up companies
        • Create a job catalog
        • Set up work schedules
        • Create holiday schedules
        • Define rates
        • Configure time codes
        • Build business sites
        • Define cost centers
        • Build organizations
        • Configure suppliers
        • Configure MSP users
        • Configure hiring managers manually
        • Configure supervisory organization managers manually
        • Set up rate cards
        • Import worker records
        • Troubleshooting
          • Check the import status
    • Administration
      • About supervisory organizations
        • Using the Org Navigator
        • Create supervisory organizations
        • Add a worker to a supervisory organization
      • About tasks
        • The accountable person role overview
        • Task delegation
      • About smart forms
        • Configure Add Worker smart forms
        • Configure Add Engagement smart forms
        • Configure Update Engagement smart forms
        • Configure Add Job Application smart forms
        • Configure Offboard Worker smart forms
      • About processes
      • About timesheet rules
        • Build timesheet rules
      • About timesheet settings
      • Set up financial fields
      • Display financial fields on engagements
      • Generate an audit report
      • Configure a supplier group
      • Configuring your tenant
        • Add administrator users
        • Customize the appearance
        • Import custom fields
        • Configure the user interface settings
        • Import security permissions
        • Create classifications
        • Import smart forms
        • Define roles
        • Configure general engagement settings
        • Create job application stages
        • Define termination reasons
        • Build processes
        • Set the global start date
        • Appendix
    • Financials
      • Approve or reject timesheets
      • Approve or reject expenses
      • Effective date rate changes
      • Effective date financial field values
      • About invoicing
        • Approve or reject invoices
        • Export invoices
        • Import invoices
    • Sourcing
      • Supplier groups
      • Add a supplier group to a job posting
    • Reporting & analytics
      • About data extracts
      • Create quick views
      • Schedule quick view exports
      • Create customized reports
      • Schedule customized reports exports
    • Platform, security & privacy
      • Controlling rate visibility
    • APIs and integrations
      • Link duplicated profiles
      • API docs
Beeline Professional Help
  • Beeline Professional Help
  • Beeline Professional Help
  • Administration
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Administration

Ensure backend processes meet your program needs—rate cards, templates, workflows, supplier distribution, and more.

Learn more:

  • About supervisory organizations

  • About tasks

  • About smart forms

  • About processes

  • About timesheet rules

  • About timesheet settings

  • Set up financial fields

  • Display financial fields on engagements

  • Generate an audit report

  • Configuring supplier groups

  • Configuring your Beeline Professional tenant

Check the import status About supervisory organizations
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