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Getting started...

Everything you need to know to start working with LSP.expert.

Caroline Bries avatar
Written by Caroline Bries
Updated over a week ago

➡️ If you're using LSP.expert V1, click here.

Here are the tabs you can find in the LSP.expert menu:

  • Jobs: Your list of jobs, where you can change the status and progress of your jobs, start using the time tracking functionality, add new jobs, invoice jobs, etc.

    To know more about jobs, see this collection: https://help.lsp.expert/en/collections/126693-jobs

  • Groups: Your list of groups. You can indeed put jobs together in groups, and see all your groups in the Groups tab. The jobs belonging to groups are also displayed separately in your list of jobs.

    To know more about groups, see this collection: https://help.lsp.expert/en/collections/126751-groups-projects

  • Clients: This tab contains all your clients. You can add new clients, edit your existing clients, manage your services and rates for these clients, manage your clients' contacts, add files and marketing notes for your clients, etc.

    To know more about clients, see this collection: https://help.lsp.expert/en/collections/126722-clients

  • Suppliers: This tab contains all your suppliers. You can add new suppliers, edit your existing suppliers, manage your services and rates for these suppliers, rate the work of your suppliers, enter their unavailabilities, add files, etc.

    To know more about suppliers, see this collection: https://help.lsp.expert/en/collections/126733-outsourcing

  • Quotes: Your list of quotes, where you can edit your existing quotes, change the status of your quotes, generate PDF documents for your quotes, send them by email, etc.

    To know more about quotes, see this collection: https://help.lsp.expert/en/collections/126712-quotes

  • Invoices: Your list of invoices, where you can edit your existing invoices, change the status of your invoices, generate PDF documents for your invoices, send them by email, etc.

    To know more about invoices, see this collection: https://help.lsp.expert/en/collections/126678-invoices

  • Expenses: Your list of expenses (general expenses like books, internet connection and LSP.expert subscription, but also outsourcing expenses from when you outsourced jobs to suppliers). In this list, you can create new expenses, edit existing expenses, upload receipts or invoices for these expenses, etc.

    To know more about expenses, see this collection: https://help.lsp.expert/en/collections/126738-expenses

  • Purchase orders: Your list of purchase orders, where you can edit existing POs, change the status of your POs, generate PDF documents for your POs, send them by email, etc.

    To know more about purchase orders, see these articles: https://help.lsp.expert/en/?q=purchase+order

  • Reports: Here you can find all the reports available in LSP.expert to keep track of your numbers. There are more than 20 reports in LSP.expert.

Then, when you click on your name at the bottom of the screen, you have three more tabs:

  • Settings: This is where you can define all your settings (localization settings, services, document templates, importing data, data to display in your documents, translation of your documents in any languages you want, and much more!).

  • Support: Our Help Center containing dozens of articles about how to use LSP.expert.

  • Log out

Note that you can directly start working with LSP.expert as you can enter data almost everywhere in the app. For example, you can create a new client/service/language pair/unit at the same time you create a new job (by clicking on the + button).

The system also "learns" and tries to remember what you did for the next times. For example, if you change the number format of an invoice (e.g. into 2023-0035), the system will "know" that the next invoice should be numbered 2023-0036.

Also, don't forget that you can also use filters in your lists to easily display the information you need (using the Filter button). And there is also an Export button at the top of your lists, to export the data in your (filtered) lists in Excel.

If you need help, don't hesitate to contact us at hello@lsp.expert.


If you're using LSP.expert V1

The LSP.expert menu is divided as follows:

  • Jobs: your list of jobs, where you can change the status and progress of your jobs, start using the time tracking functionality, add new jobs, invoice jobs, etc.

  • People: this tab contains two different tabs (Clients and Suppliers). That's where you can find your list of clients/suppliers, where you can add new clients/suppliers, edit the existing ones, manage your services and rates (and those of your suppliers), manage your clients' contacts, etc.

  • Quotes: your list of quotes, where you can edit the existing quotes, change the status of your quotes, generate PDF documents of your quotes, send them by email, etc.

  • Accounting: this tab contains three different tabs (Invoices, Expenses, Purchase Orders). Invoices: that's where you can find your list of invoices, edit the existing invoices, change the status of your invoices, generate PDF documents of your invoices, send them by email, etc. Expenses: where you can add new expenses and manage your expenses. Purchase orders: where you can edit the existing Pos, change the status of your POs, generate PDF documents of your POs, send them by email, etc.

  • Reports: all the reports available in LSP.expert to keep track of your activity (Monthly sales, Turnover, Profit and Loss, Payments, Tax summary, Sales by client, Sales by service, Quantity by service, Jobs by client, Performance, Expenses by supplier, Jobs by supplier, Expenses, Exchange rate loss/gain).

  • Settings: where you can define all your settings (localization settings, services, document templates, importing data, data to display on your documents, translation of your documents in any language you want, etc.).

  • Help: our knowledge base (but you know what it is, because you're in it ;-))

  • Log out

Note that you can directly start working with LSP.expert as you can enter data almost everywhere in the app. For example, you can create a new client/service/unit at the same time you create a new job (by clicking on the + button).

The system also "learns" what you teach him and tries to remember it for the next times. For example, if you change the number format of an invoice (e.g. into 2017-0035), the system will "know" that the next invoice should be numbered 2017-0036.

If you need help, don't hesitate to contact us at hello@lsp.expert.

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