Meetings

Meetings are client calendar events that can be used as billable work items. A meeting belongs to one client, has one main participant, and can include additional participants.

Creating a Meeting

Go to Meetings and click New Meeting.

Fill in:

• Name - the meeting or calendar event name
• Client - the client the meeting belongs to
• Main Participant - the employee responsible for the meeting
• Starts and Ends - the meeting time range
• Additional Participants (optional) - other employees who attended

Admins can choose any main participant. Members create meetings for their linked employee as the main participant.

Validation

The end time must be after the start time. The main participant cannot also be listed as an additional participant.

Filtering Meetings

The Meetings page can be filtered by:

• Employee - matches either the main participant or an additional participant
• Start date and End date - filter by meeting start time

Logging Work From Meetings

A work log can be assigned to a meeting by selecting it in the Calendar Event field. The employee must be the main participant or one of the additional participants.

Meeting work logs use the meeting's client for filtering, revenue preview, and invoice assignment. If hours are left blank, Nufinox fills them from the meeting duration. If no date is set, Nufinox uses the meeting start date.

Each employee can have at most one work log for the same meeting.

Permissions

Admins can edit or delete any meeting. Members can edit or delete meetings where they are the main participant.