Knowledge Base

Help articles & guides

Everything you need to know about using Latinum — organized by topic.

⏱ Time Tracking

Using the timer

Start, pause, and resume live timers on any project. Timer runs even if you close the browser.

Weekly timesheet view

Log time in a weekly grid. See all entries for the week, edit durations, and add notes inline.

Manual time entry

Add a time entry with a specific date, duration, project, and note — without using the timer.

Billable vs non-billable

Flag entries as billable or non-billable. Billable hours flow into invoicing; non-billable stays internal.

Tracking time from Zendesk

Use the Zendesk sidebar app to start timers from tickets. Ticket ID, subject, and org auto-populate.

Editing and deleting entries

Change the project, duration, note, or billable flag on any time entry. Delete entries you no longer need.

🧾 Invoicing

Creating an invoice

Turn tracked time into an invoice in one click. Import uninvoiced hours, add line items, and send.

Recurring invoices

Set up templates that auto-generate on a schedule — monthly, quarterly, or custom intervals.

Retainers

Prepaid hour banks that draw down as your team logs billable time against the client's projects.

Hosted invoice view

Each sent invoice gets a tokenized link clients can open without an account. They can view and pay online.

Accepting online payments

Connect Helcim or Stripe so clients can pay invoices by card directly from the hosted view page.

Multi-project invoices

Combine time from multiple projects on a single invoice. Group by project or list as individual line items.

Payment reminders

Send overdue reminders to clients with a link to the hosted invoice. Customize the subject and body.

Credit notes and voids

Issue a credit note to refund or adjust a paid invoice. Void an invoice to cancel it entirely.

💳 Expenses

Creating an expense

Log an expense with amount, category, project, and billable flag. Attach a receipt image for audit trails.

Expense categories

Organize expenses by type — software, hardware, travel, office supplies, and more. Customize categories.

Attaching receipts

Upload receipt images to expenses. Receipts are stored and can be included with invoices.

Billable expenses on invoices

Pull uninvoiced expenses into T&M invoices automatically. Billable expenses appear as line items.

📁 Projects

Creating a project

Set up a project with code, name, client, billing type, and budget. Assign team members.

Project budgets

Set budgets by cost ($), by hours, or both. Track remaining budget and percentage used in real time.

Billing types

Per-hour (T&M), fixed fee, or non-billable. Each project has one billing type that determines invoicing.

Tasks and task assignment

Create tasks (e.g., Remote Support, Consulting) and assign them to projects. Time entries reference a task.

💰 Taxes

Setting up tax rates

Create GST, PST, HST, or custom tax rates. Configure whether they apply per line item or per invoice.

Stacked tax rates

Apply GST + PST on the same invoice. Both rates calculate independently and appear in the tax summary.

Tax reports for filing

Generate a report of tax collected by rate for any period. Use it to prepare GST/PST filings.

🔌 Integrations

Connecting Helcim

Canadian payment processor. Connect your Helcim account to accept card payments on invoices.

Connecting Stripe

Global payment processor with high card acceptance. Connect Stripe as an alternative or alongside Helcim.

Zendesk sidebar app

Install Latinum as a Zendesk sidebar app to track time directly from support tickets.

API access

Create API keys under Settings → API. Use the REST API to build custom integrations. See API docs.

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