End User
Searching for clients
Navigating around Central Console
Review Design Layout
Launching other applications
Client Data
Searching for clients on the Central Console
Viewing Client details
Viewing/Changing Attributes
Viewing/Changing Addresses
Viewing/Adding Relationships
Viewing Documents and Notes
Viewing Debt
Viewing WIP
Viewing File Numbers
Matters/Workflow
Adding/Editing Matters
Matter/Milestone Structure
Workflow
Personal To Do List
WorkCentre filters
Capacity filters
Bulk Milestone / responsibility re-allocation
Documents & Notes
Saving Documents/Emails in APS
Linking Documents
Adding/Editing Notes
Understanding Timesheets
Customise Timesheet Layout
Fee Notes
Review Weekly Summaries
Posting, Un-posting and Completing
Cloud Timesheets User Guide
Create fee on demand/Single Fee
Allocate WIP to Fee and/or Write
Prepare Fee Narrations
Posting, Printing, Clearing
Fees Training
WIP & Debt - transactional billing (what does this mean)
Understanding effects on WIP/Debtors
Working with Batches
Understanding effects of WIP Allocations
Auto Fees
Contract Fees
Understanding effects of Write Off/Up
Standard/Progress Fees/ Interim Fees
Standard Narrations/Narration Editing
Write Off Reasons
Promoting/Demoting Fees (with Notes) (if Approval Route)
Finalise Invoices - Posting & Printing
Producing WIP Reports for Billing
WIP Summary
Batch Summary
Standard Reporting - WIP & Debt Reports
Detailed/Summary/Aged WIP and Debt Reports
Reprinting Invoices /Statements/Fee Spy
Customising your Fee Screen (icons, columns)