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Video Library
Browse all hidma video tutorials organized by topic. Each video provides step-by-step instructions for specific features.
🚀 Getting Started
Comprehensive Overview
- hidma - Onboarding - Complete system walkthrough covering dashboard, clients, projects, jobs, timesheets, bills, and mobile interface
⏱️ Timesheets
Time Tracking
- Time Tracker - Track time live with a timer that follows you on every page, with favourites, rounding rules, and per-user preferences
Creating & Managing Time
- hidma - Copying timesheet rows from one week to the other - Copy recurring time entries
- Swipe to delete timesheet cells - Mobile gesture for removing entries
Approvals
- hidma - approving one timesheet on mobile - Single timesheet approval workflow
- hidma - approving multiple timesheets on mobile - Bulk approval on mobile
Configuration
- Non-Billable Hours Feature - Track and configure non-billable time
Keyboard Shortcuts
- Timesheet Key Strokes (annotated) - Navigate and edit your weekly timesheet using arrows,
A, andE
💰 Bills & Invoicing
Creating Bills
- Billing: Cherry pick user hours - Select specific hours to include on bills
- Billing: Specify hours to add - Manually enter hours to bill
- hidma: Grouping items into one bill row - Consolidate invoice line items
Managing Bills
- Managing Time and Charge allocations on bill rows - Adjust allocations on any bill row at any stage of the billing lifecycle
- Copying / Duplicating a Bill - Spin up a new bill from an existing one
- Download Bill contents as a csv file - Export billing data
- hidma - Closing off hours against invoiced bills - Mark hours as billed
- Canceling a bill in hidma - Void or cancel an invoice
- Writing-off a bill - Write off unbillable amounts
Automating Bills
- Recurring Bills - Generate complete bills automatically on a schedule, with smart placeholders and optional Xero push
- Bill & Recurring Bill Templates - Save whole bills as reusable blueprints, with smart placeholders
- Allocating Projects against bills - Add any project to a bill and tag rows to one or more projects
- Adding charges to Recurring Bills or Bill Templates - Add fixed and percentage-based charge rows inside a bill schedule
Charges & Discounts
- Creating Percentage Discounts or Charges & Bill Sorting - Add percentage-based adjustments
- Repeatable Charges and Discounts - Set up recurring charges
Templates & Configuration
- Document Templates Walkthrough - Customize invoice appearance
- Billing and Payment codes - Configure billing codes
- hidma Charge-out Rates - How are they applied? - Understand rate hierarchy
💳 Payments & Finance
Recording Payments
- Partial Allocations - Allocate partial payments to bills
- Credit Notes - Create and manage credit notes
- Refunds functionality - Process client refunds
- Including Write-offs in Receipts - Handle write-offs in payment receipts
👥 Clients & Projects
Client Management
- Client and Project Codes - Set up and use client/project codes
- Managing Client Types - Add, rename, and remove the client type options on the client profile (silent clip)
- Downloading a client list - Export client data
- Client Work-in-Progress Report - Generate WIP reports
- Settings: Re-ordering of fields in Client Profile - Customize field order
Project Management
- Project Budgets - Cost, time, and chargeable budgets; multiple budgets per project; time-bound budgets, retainers, and pro-rated recoverability
- Project Budget Notifications - Custom budget thresholds, project-level overrides, and muting
- Customising Project views - Pin your most relevant statistics with Quick Overviews and customise each dashboard
- Project Billing Type - Categorise projects by how they're billed and filter the billing queue
- Recurring Projects - Generate each occurrence of a project automatically, with dynamic name and code placeholders
- Adding Bills, Recurring Bills and Charges during project creation - Define the billing arrangement in the same pass as the project
- Sharing a project - Share projects with team members
- Copying a project template Id - Use project templates
Deadlines
- Deadlines - Track deadlines for clients, projects, teams, users or the whole firm, in a list or a calendar, with reminders
Reporting
- Management Dashboards - My Dashboard, My Team and Entire Firm: utilisation, recovery, WIP by age and client profitability
👤 Users & Roles
User Management
- Viewing all your users in hidma - Access user list
- Assigning Roles to users - Manage user permissions
- hidma - Resending an activation email - Re-send activation emails
⚙️ Settings & Configuration
Organization Setup
- hidma: Introducing the Organisations Feature - Multi-organization setup
- hidma - Bank Accounts Functionality - Configure bank accounts
- Custom Saved Data Fields for Projects, Clients, Jobs or Users - Create custom fields
Billing Configuration
- Billing and Payment codes - Set up billing codes
- hidma Charge-out Rates - How are they applied? - Configure rates
Integrations
- XERO integration - Complete setup guide for XERO accounting integration
- Better validation when copying bills to XERO - See how smarter validation helps fix sync errors
🚀 Advanced Billing Features
Multi-Project Billing
- Combining unbilled items from multiple projects into one bill row - Group work from multiple projects
Manual Billing
- Creating Bills when you don't as yet have any work to bill - Retainers, fixed fees, and advance billing
Video Location
All video files are stored in the Loom videos/ folder at the root of this project.
Need Help Finding Something?
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