Help

Getting started

Set up the basics so people can log time against the right clients and projects.

1. Invite your team from Team, and assign roles so each person has the right access.
2. Add clients, then projects and tasks under Work.
3. Turn optional modules on or off in Settings → Modules (estimates, expenses, client dashboard, and more).
4. Ask people to open Timesheet or start the Timer when they begin work.

Time tracking

Branch captures time with the timer or by entering hours on the timesheet. Entries belong to a person, date, client, project, and task.

• Use Timer for live work, or add entries later on Timesheet (day, week, or calendar views).
• Mark entries billable when they should appear on invoices.
• Notes can be required for your workspace—set that under Preferences.
• Rounding and capacity defaults also live under Preferences and apply across the account.

Personal week layout and display options are under Preferences.

Approvals

When approval workflows are on, submitted timesheets and expenses wait for a reviewer before they are locked in.

• People submit their period from Approvals or the timesheet flow.
• Approvers review, approve, or send work back with a note.
• Reminder schedules (who gets notified, and when) are configured with your approval settings.

Expenses

Log project costs alongside time so they can be reimbursed or billed to clients.

• Create an expense with a date, amount, category, and optional client or project.
• Attach receipts when you need a record for accounting or clients.
• Billable expenses can be pulled onto invoices the same way as billable time.

Clients, projects & tasks

Work is organized as clients → projects → tasks. Time and expenses hang off that structure.

• Clients hold contacts, addresses, and portal access for statements.
• Projects group work for a client and can carry codes, dates, and notes.
• Tasks are the line items people pick when logging time.
• Use bulk actions in Settings when you need to update many records at once.

Invoicing & estimates

Turn approved billable work into invoices, or send estimates before work begins.

• Build invoices from unbilled time and expenses, or add custom line items.
• Send invoices by email, track payments, and issue credit notes when needed.
• Estimates can be accepted and converted into invoices.
• Payment terms and branding follow your workspace defaults.
• Clients can open outstanding invoices from a public statement link when the client dashboard module is on.

Enable or disable invoicing features under Modules.

Team & roles

Each person on the workspace has a role that controls what they can see and change.

• Administrators manage billing, modules, imports, security, and account-wide settings.
• Managers and members focus on day-to-day time, expenses, and the work they are assigned.
• Seat count for billing is based on people on the account—review Team when you invite or remove someone.

Billing & subscription

Paid Branch workspaces are billed $12/user/month. Complimentary and App Review workspaces are not charged.

• Subscription price is $12/user/month, billed monthly for each person on the account.
• Add or update the card and billing address under Payment and billing.
• Subscription invoices and receipts go to the billing email (you can list more than one, separated by commas).
• Canceling keeps access through the end of the paid period; only the account owner can cancel or reactivate.
• Payment history lists Branch subscription charges for this workspace.

Sales tax

Branch is based in Baton Rouge, Louisiana, and collects Louisiana state and parish sales tax on SaaS subscriptions billed to Louisiana addresses. Other U.S. customers are not charged until Branch has nexus in their state. Upload an exemption certificate on Payment and billing if a statutory exemption applies.

What is not billed as usage

Projects, tasks, clients, and the amounts you invoice your clients are not billed as usage. You pay for seats on Branch, not for rows of data.

Review plan status on Your subscription. Manage card, address, tax exemption, and history on Payment and billing.

Import & export

Move CSV data in and out when you are migrating systems or keeping an offline archive.

• Import time and expenses from spreadsheet templates (column names must match exactly).
• Export time, invoices, estimates, and expenses for backups or accounting.
• You can revert a CSV import to remove the rows it created; related clients or projects that were auto-created stay in place.

Open Import/Export to download templates, run imports, or export data.

Security & sign-in

Control how people authenticate and whether two-factor authentication is required.

• Require 2FA for everyone on the workspace when you need a stronger baseline.
• Configure password sign-in and optional SAML single sign-on for the account.
• Export or delete the account from Login & security when you are closing out.

Manage these options under Login & security.

Custom domain

Point your own hostname at Branch so the workspace opens on a branded address.

• Enter the domain, then add the DNS records Branch shows you.
• Verify the domain after DNS propagates; mark it primary when you are ready.
• Keep your workspace subdomain as a fallback while DNS is settling.

Administrators configure this under Custom domain.