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Month: October 2017


Spotlight: SnapShot

October 2017    Tags: , ,
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Do you want a way to scroll through each file and quickly see the key contents of each record? The SnapShot provides a concise picture of the data contained in individual records using an easy to view format in a single location.   Read More...


We have a new employee starting and we need to add her to hundreds of existing Calendar entries. Is there an easy way to accomplish this so that I don’t have to open each calendar record and edit them individually?   Read More...


Video of the Month: How Rates Work

October 2017    Tags: , ,
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Most offices have standard hourly billing rates that they charge clients. Of course, there are also those special client whose rates differ from the standard rates, but what options are there for customizing rates?   Read More...


When entering fees and costs for task based billing clients, do you have to scroll through all of the Phase/Task or Activity Codes for other categories to get to the set of task codes applicable for your client? If you use Billing Categories for your clients, you can assign categories to your Task Code Sets so that when entering fees and costs, only the task codes that are associated with that client’s Billing Category are displayed.   Read More...