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Login and Sign Out

Learn how to access the PROCAS software.

Employee First-time Login

New employees can follow along to get logged into PROCAS once an email invitation has been sent by their administrator.

Accounting Dashboard for Financial Reporting

The PROCAS Accounting Dashboard helps you manage your business with an easy to read snap shot of your company's real-time financial data.

Creating a Personnel Record

When onboarding employees at your company, you will need to add them to PROCAS to access their timesheets, expense reports, and/or management tools. The first step of this process is creating a Personnel Record for each new person. See "Adjusting Pay Rates" video below for an update to this process.

Adjusting Pay Rates

The process for adjusting pay information in PROCAS has been updated. This video will show how to use the new Pay Rate Info tab on the personnel record and explain some added benefits to this process.

Setting Up Access to Timekeeping

Once Personnel Records have been created, you will need to determine which modules in the system you want your users to access. Follow the steps in this video to setup timesheet access with detailed charge codes for all users.

Setting Up Access to Expense Reporting

Setup expense report access for your employees in PROCAS.

Setting Up Access to Management Reporting

Setup PROCAS Management Reports access for your company executives and project managers. The default dashboards and reports are great for executives, ownership, and project managers.

Setting Up Access to Accounting

Setup accounting access for users in PROCAS. Accounting users can edit journal entries, modify contact data, setup charge codes, prepare financial statements, etc. This level of access is not included in the Standard User and will be billed at $245/User.

Sending System Invitations to Users

Sending an email invitation to your end users completes the Onboarding Process.

Deactivating Users

If any of your users have left your organization and access to the system needs to be revoked, follow this process. You can disable access from three menus in the software: Time and Expense Users, Accounting and Reports Users, and Personnel Records. This video focuses on disabling access from Time and Expense Users.

Importing Credit Card Statements into PROCAS

Follow the steps in this video to easily import your credit card statements in PROCAS each month! Create flexible rules with wildcards to classify recurring charges, and classify transactions in the proper accounting periods.

PTO Setup

PTO Setup is the backbone of the PTO Accrual Process. It needs to be completed before you can begin tracking employee's PTO/vacation and sick leave balances in the system.

PTO Accrual Process

Learn how to use the PTO accrual process to calculate and track employees' PTO/vacation and sick leave balances.

Recording Client Payments

Entering client checks and electronic payments into PROCAS is quick and easy using the Record Client Payments menu.

Login on a Mobile Device or Tablet

Follow these steps to log into PROCAS Mobile Timekeeping from your phone or tablet.

Creating a PROCAS Mobile Timekeeping Home Screen Icon - Apple Devices

PROCAS Mobile Timekeeping is a mobile friendly web application that can be easily accessed from your phone through a web shortcut. To create a web shortcut on an Apple (iOS) device, follow this step by step process.

Creating a PROCAS Mobile Timekeeping Home Screen Icon - Android Devices

PROCAS Mobile Timekeeping is a mobile friendly web application that can be easily accessed from your phone through a web shortcut. To create a web shortcut through Google Chrome on Android Devices, follow this step by step process.

Overview of Timekeeping Processes on a Mobile Device

Learn how to enter, edit, and delete time.

Overview of Timekeeping Processes

Learn how to set up default charge codes, enter, edit, and delete time, submit or retrieve a timesheet, submit or retrieve PTO requests, and customize your color theme.

Setting Up Access to Timekeeping

This process requires access to PROCAS Accounting. Once Personnel Records have been created, you will need to determine which modules in the system you want your users to access. Follow the steps in this video to setup timesheet access with detailed charge codes for all users.

Introduction to Expense Types

Learn about the types of travel expenses you may need to claim.

Creating an Expense Report

How to create a new expense report and determine what you will need to record.

Receipt Overview

An overview of the various parts of a receipts entry.

Adding an Itinerary

When requesting reimbursement for travel, you will need to start by adding your itinerary. PROCAS will calculate your per diem allowances based on your travel itinerary.

Recording M&IE

M&IE can be added by either using the federal government per diem rates or by recording your actual M&IE. This video describes how to add your M&IE using the federal government per diem rates.

Recording Lodging

PROCAS Expense maintains the current federal government approved daily lodging rates. In order to access the allowable rates for lodging on your expense report, you must first add an itinerary for your trip.

Recording Mileage

You can record your mileage reimbursement when you use your privately-owned vehicle for business travel.

Recording Non-Per Diem Expenses

How to add business expenses that are not subject to per diem rates.

Submitting Expenses

You will need to submit your expense report for approval after it has been completed.

Setting Up Access to Expense Reporting

This process requires access to PROCAS Accounting. Follow the steps in this video to set up expense report access for your employees.

Dashboard Defaults

Establish which dates and budgets will be used by the dashboards when users open them.

Accounting Dashboard for Financial Reporting

The PROCAS Accounting Dashboard helps you manage your business with an easy to read snap shot of your company's real-time financial data.

System Health Dashboard

The Accounting System Health Dashboard provides visibility into the effectiveness of your accounting processes using graphic displays of the completeness and accuracy of your financial data.

Setting Up Access to Management Reporting

This process requires access to PROCAS Accounting. Follow the steps in this video to set up PROCAS Management Reports access for executives, owners, and project managers.

Connecting to Excel

Learn how to connect PROCAS to Microsoft Excel through the PROCAS Web API.

Connecting to Power BI

Learn how to connect PROCAS to Power BI through the PROCAS Web API.