Collaborati Spend Management - CSM
- CSM Homepage
- This article describes about the CSM homepage and its details.
- CSM Features
- This guide provides the information about the CSM features in detail.
- CSM Settings
- Connection
- General
- CSM Rate Approval Hierarchy
- Default Rates
- Budgets
- E-billing Roles
- Task Codes, Expense Codes, Activity Codes, Non-US Tax Codes
- Document Sharing
- Offices and Office Settings
- Information Sharing
- Invoice Detail Settings
- History
- CSM Level Settings for Rate Request Submission (for All Firms and Offices)
- CSM Timekeeper Fields Mapped to Contact Records
- Firms
- Timekeeper Settings
- Usage Report