Time
773 articles in this locale.
What's New
4Create a Time Analysis Report at Cost Rate
1Installing the Software
50Installing the Software
9- System requirements
- Time Structure
- Types of Installations
- Before Installation
- Installing Time for Single-User Setup
- Installing Time for Multi-User Setup
- Installation Troubleshooting
- Accessing Microsoft SQL Server Management Studio Express
Error: Cannot open database "TimeDB..." requested by the login
1The Basics
16- What's on the Time screen?
- Automatic document
- CaseView document
- Viewing the status bar
- The Time Workflow
- What do you see on the Status Panel?
Toolbars
9- Using the Command toolbar
- Using the Document toolbar
- Using the Navigation toolbar
- Browser Toolbar command
- Timer Toolbar
- History Manager Toolbar command
- User Profile Toolbar
History Manager
1Set Fold Line command
1Status Bar command
1Changing Preferences
16- Setting default preferences for Time
- To change the functionality of the ENTER key
- To display gridlines in browse windows
- To change the color of browse windows
- To enter settings for automatic documents
- To customize toolbars
Customizing toolbars
1Working with docking frames
9- Working with docking frames
- The Time Browser
- Browser addresses in Time
- Creating Docking Frames
- Docking Frame buttons
- Hiding or Unhiding Docking Frames
- Moving and arranging docked frames
- Removing a docked frame
Changing the layout of docking frames
1Viewing information online
5Key Information
1Getting help while you work
2Help Topics
717Setting up your file
223- To specify the default Time folder
- Creating a new file
- Logging in to a file
- Setting up the Time File
- Setting up terminology to use throughout Time
- Company Profile and Codes
- Clients
- Groups
- Contacts and Contact Companies
- Project Management
- Entering opening balances
CaseWare Cloud
1Company Profile and Company Codes
36- Completing the Company Profile
- Company Profile properties and options
- Defining Period Dates
- Working in a yearly file
- Working in a random file
- To change the period date sequence
- Setting up the chart of accounts
- Automatic Invoice Numbering
- Entering Time and Expense Codes
- Entering billing codes
- Active Directory Integration dialog
- Combinations of Staff Groupings
- Synchronizing the Windows Active Directory with Time
Setting up the chart of accounts
4Automatic Invoice Numbering
2Creating the work code classification list
10Creating the work code classification list
1Creating the work code list
5Tax by Workcode
2Entering billing codes
2Adding a Company Logo to Statements, Credit Notes, and Invoices
1Billings from WIP command
2Setup Billing Codes dialog
1Process Recurring Invoices command
1To enter customized codes for the Contacts
1Importing data to set up your file
18- Import Overview
- Time fields required for Import Components
- Time file setup prior to import
- Rules for importing Clients and Groups
- Rules for importing Contacts
- About importing ASCII files
- About Record Layout Files
- Import Wizard Overview
Import Wizard Overview
10- Import Wizard - Welcome
- Import Wizard - File Type (ASCII files only)
- Import Wizard - Specify Data Properties
- Import Wizard - Specify Record Length (ASCII files only)
- Import Wizard - Specify Field Delineators (ASCII files only)
- Import Wizard - Field Details
- Import Wizard - Advanced Specifications
- Import Wizard - Completing
- Overwriting or appending data during an import
Supported Date Formats
1Staff list
23- Completing the Staff List
- Adding users from the Company Network into the Staff list
- To enter standard hours for staff members
- Increasing Staff Rates
- Grouping Staff
- Rules when deleting a staff member
- Time and Expense Entries Approval
- Switching Active Directory Integration ON
Grouping Staff
8Making staff members inactive
4Considerations when making staff members inactive
3Rules when deleting a staff member
1Time Sheet Approval
2Clients list
21- Entering Clients
- Adding a Client
- Client properties and options
- Modifying Client information
- To enter customized codes in the Client or Group List
- Assigning customized alternate codes
- Renaming the alternate codes
- Inputting the default "attention" wording:
- Deleting a Client
- Invoice Format
Making clients inactive
11- Making clients inactive overview
- Relieving outstanding WIP
- Transactions Display on the Report
- To determine if any transactions were processed in the current year
- Relieving outstanding accounts receivable information
- Amounts are visible in the Outstanding column
- Both invoices and cash receipts are outstanding
- Only cash receipts or credit notes are outstanding
- Only invoices are outstanding
- Making Clients inactive
- Only zeros are visible in the Outstanding column
Groups
14Contacts and Contact Companies lists
7Project Management
78- Project Management Overview
- Setting up projects
- Projects and subprojects in the Time and Expense dialogs
- Projects and subprojects in the Billings from WIP dialog
Prerequisites
5Project Templates
10- Project template example
- Setting up Project Templates
- Adding a Project Template
- Project Template properties and options
- Deleting Project Templates
- Adding a SubProject Template
- Subproject Template properties and options
- Deleting SubProject Templates
- Client Filter
Client Filter
1Set up Recurring Invoices
1Issues and Scheduling
6Filtering: Client Lists
1Setup: Project
1Staff and Budgeting
2Client Projects
8Roll Forward
4Protection
1Alternate Codes Document properties
38- Alternate Codes Document properties
- Contact Companies Document properties
- Contacts Document properties
- New Automatic Document dialog
Billing Analysis Document
1Billings from WIP Document
1Cash Receipts Journal Document
1Chart of Accounts Document
1Client List Document
1Company Profile Document
1Credit Notes Document
1Credit Notes Journal Document
1Diagnostics Document
1Document Manager Index Document
1Expense Analysis Document
1Expense Journal Document
1Groups Document
2Company Profile command
1Integrated WIP and AR Document
1Invoice Analysis Document
1Invoice Journal Document
1Issues Document
1Miscellaneous Invoices Document
1Opening Balances - Receivables Document
1Opening Balances - Work In Process Document
1Payment History Document
1Project Templates Document
1Receivable Reconciliation Document
1Staff List Document
1Statements Document
1Tax Invoices Document
1Time Analysis Document
1Time Journal Document
1Trial Balance Document
1WIP Analysis Document
1WIP Reconciliation Document
1WIP (Work in Process) Document
1Work and Billing Codes Document
1Entering opening balances
6The Time History Manager
2Checking spelling
6- Checking spelling
- Specifying the dictionary use to check spelling
- Changing the dictionary when checking spelling
- Adding a word to a custom dictionary during a spell check
- Opening a custom dictionary
Spelling command
1Integration with CaseWare Cloud
32- About Time Integration with CaseWare Cloud
- Time Components Integrated with Cloud
- Setting up Integration with CaseWare Cloud
- Cloud integration - Setup wizard reference
- Permissions on Cloud
- Troubleshooting
Working from CaseWare Time
5Requirements for Cloud integration
2Preparing for Integration
14Documents
12File
1Process
1Setup: Client and Group Alternate Codes
1Setup: Groups, Setup:Clients and Setup: Contacts
1Setup: Other
1Setup: Staff
1Tools
1Tools:Merge Time and CaseWare Cloud
1Tools: Protection
1Workflow
1Troubleshooting
2Working from CaseWare Cloud
3The User Profile
97Using the documents
88- Setting global defaults for Time documents
- Types of Automatic Documents
- Report Details
- Comparison of Automatic Documents
- Running Accounts Receivable Reports
- Using the Time Analysis Document
Staff and Project documents
3Client List documents
7- To print the Client List
- Printing the Client List by Engagement
- To print the Client List by year end
- To print all clients for a particular partner
- Using Client List Documents
Group List documents
2Comparison of Automatic Documents
7- Staff Time Analysis (TA) vs. Staff Billing Analysis (BA)
- Firm Summary Time Analysis (TA) vs. Firm Summary Billing Analysis (BA)
- Work in Process Detail or Summary vs. Work in Process Analysis
- Invoice Analysis (IA) vs. Billing Analysis (BA)
- Invoice Journal (IJ) vs. Invoice Analysis (IA)
- Trial Balance (TB) vs. Payment History (PH)
- Report Terminology
Referencing the documents
4The Document index
3Journals
9Performing analysis procedures
11- Using the Analysis Documents
- Examples - Calculation of Write up/down and carry forward amounts
- To view a Time Analysis document
- Viewing Expense Analysis Documents
- Viewing Billing Analysis Documents
- Costing of expenses for Billing Analyses
- Viewing Invoice Analysis Documents
- Using the Budget Analysis document
- Viewing a Billing Analysis document
- Viewing an Invoice Analysis document
To view an Expense Analysis document
1Running accounts receivable reports
15Trial balance reports
8The Payment History Report
3Other A/R reports
4Reconciliation reports
6- Using the WIP Reconciliation Report
- Amounts shown on the WIP reconciliation report
- Using the Receivable Reconciliation Report
- Amounts shown on the receivable reconciliation report
To view the receivable reconciliation document
1To view the WIP reconciliation document
1Miscellaneous documents
7- Adding the chart of accounts document
- Viewing the work and billing codes documents
- To print the Company Profile
- Printing the work and expense codes
To add a chart of accounts to the Document Manager
1To print the billing format codes
1To print the classification codes
1Budget Analysis Document
1Budget Entries Document
1Department Types Document
1Invoice/Credit Note Journal Summary Document
1Office Types Document
1Project Document
1Project Types Document
1Proposed Invoice Document
1Recurring Invoice Codes Document
1WIP Monitor Document
1The User Profile
8- Setting up the User Profile
- User Profile Filters
- User Profile -- Client Filtering
- User Profile -- Document Filtering
- User Profile -- Project Filtering
- User Profile -- Staff Filtering
- Users and Groups dialog
Document Assignment dialog
1Appendix C: Common questions and answers
35Automatic Documents
7- Time Reports
- Questions Related to Automatic Documents
- Using Filters
- Using the Billing Analysis documents
- Deleting documents
- Printing
Viewing Client Specific WIP Reports
1Statements
7Billings/Invoices from WIP
6The Client List
4Miscellaneous
11- Miscellaneous Questions and Answers
- Company Profile
- Work Codes and Classifications
- Using abbreviations versus full descriptions in Time
- Interest Charges
- Time and Expense Entries
- Recalculating
- Further Questions and Answers
- Error: Windows Cannot Find SQLProv.exe
Reverse Interest command
2Interest command
1Processing Monthly Information
156Entering time sheets and expenses
15- Writing off outstanding time or expenses charged to a client
- Entering time and expenses
- Posting a Time entry
- To print time sheets
- To modify or delete time entries
- Posting an Expense entry
- To print expenses
- To modify or delete expense entries
- To transfer blocks of time or expenses between clients
- Transfering time and expenses between clients
- Time and Expense properties and options
Using the pop-up timer to time your work
3General tab
1Closing the Month
13Generating and processing invoices
36- Invoices
- Recurring Invoices
- Generating Invoices from WIP
- Modifying or Deleting Invoices
- Proposed Invoices
- Printing Invoices
Miscellaneous invoices
1Designing your invoices
5Recurring Invoices
3Generating invoices from WIP
11- To create an interim invoice
- To create a final invoice where the time and expense items are manually billed
- To create a final invoice where Time automatically bills all time and expenses
- To create an invoice where the amount is calculated automatically
- Writing off time and expenses
- Writing off time and expenses
- Manual Adjustment of Write-offs
- Example: Manually adjusting write-offs
- Carrying Forward write-up/write-down amounts in the work in process
- Specifying the amount you would like to carry forward
- Work in process Balance Limit
Modifying or deleting invoices
4Proposed invoices
2Printing invoices
4Processing cash receipts and credit notes
44Using credit notes
17- To enter credit notes
- Modifying the reconciliation of receipts or credit notes
- Multiple Payment Example
- WIP Adjustment
- Creating refunds
- Printing Credit Note documents
- Modifying or deleting credit notes
Printing credit note documents
4Modifying or deleting credit notes
2Troubleshooting
4Using cash receipts
24- Cash receipts
- To enter cash receipts
- To enter a sundry payment
- To enter an advanced payment
- Transferring cash receipts from one client to another
- Reversing Cash Receipts
- Setting up the Cash Receipts reversal system
- To reverse a client's cash receipt that was applied to an invoice
- To reverse a miscellaneous cash receipt
- To reverse a client's cash receipt that was not in payment of an invoice
- To view the Cash Receipts Journals
- Modifying or deleting cash receipts
- Example: Reversing a client's cash receipt that was applied to an invoice
- Undoing a cash receipt reversal
Modifying or deleting cash receipts
3Troubleshooting
7Running WIP reports
10Contents and formats
5WIP analysis reports
2Advanced
1Other concepts
4- Using the Integrated WIP and A/R Documents
- Billable vs. Non-billable Work Codes
- To view vacation time only
To view non-billable time only
1Processing interest charges
12- Processing interest charges
- Setting the defaults for Interest Charges
- To process interest charges
- To eliminate interest charges
- To print interest invoices
- To view only interest invoices on the Invoice Journal
Troubleshooting
5To specify which clients are charged interest
1Issuing statements
7- Using the Statement documents
- Balance Forward Statements
- To print CaseView statements
- To specify footers for statements
- To print statements on company letterhead
- Types of Statements
Troubleshooting
1Running Diagnostics
13- Reviewing the Diagnostic Documents
- To run diagnostic reports
- Diagnostics Index
- Diagnostics Index
- Diagnostics Index
- Diagnostics Index
- Diagnostics Index
- Diagnostics Index
- Diagnostics Index
- Repair dialogs
Diagnostics Index
3Maintaining and repairing your file
3Performing a year end close
26Performing the year end close
12Project Year End Options
6- Select Client Project and Project Template options
- Select Project roll forward options in Year End process
- Select Roll Forward options for Project Template
- Select Roll Forward options for Client Project
- Select Budget Amounts Options for Project
- Select Project Template to roll forward, Project Template No., Client Project No. Options
Welcome to the Year End Close Wizard
1Year End Close Wizard – Increase Staff Rates Options
1Year End Close Wizard – New Year File
1Year End Close Wizard – Year End Options
1Getting ready to perform the year end close
5Backup and Restore dialog
1Maintenance
1After performing a year end close
7The Document Manager
90- Using the Document Manager to Organize Your File
- Viewing the list of documents on the Document Manager
- Organizing the Document Manager
- Accounting documents on the Document Manager
- Analysis documents on the Document Manager
- Budget entry documents on the Document Manager
- CaseView Documents on the Document Manager
- Client documents on the Document Manager
- Contact Companies documents on the Document Manager
- Contacts documents on the Document Manager
- Expense Entry documents on the Document Manager
- Group documents on the Document Manager
- Invoices, Credit Notes and Statement documents on the Document Manager
- Payment History documents on the Document Manager
- Project documents on the Document Manager
- Setup Code documents on the Document Manager
- Staff documents on the Document Manager
- Time Entry documents on the Document Manager
- Work In Process documents on the Document Manager
Organizing the Document Manager
10- To select items on the Document Manager
- To cancel a selection
- To cancel all selections
- Moving items on the Document Manager
- Shuffling a line or group of lines up or down
- To delete a folder, document or group of items on the Document Manager
- Copying items on the Document Manager
- Viewing users' initials and document information on the Document Manager
- To open all folders
- To close all folders
Working with documents and folders
58- Creating Documents and File Folders
- To create an automatic document
- To add a document or folder
- To create a CaseView document
- To create a manual document reference
- To set up a Microsoft Word or Excel document
- Creating a document link
- To configure a helper application
- To create a document link
- To change the properties of a folder
- Refreshing items on the Document Manager
- Customizing automatic documents
- Document Settings
Email documents
4Customizing automatic documents
23- Equation Editor
- Alternate Code Editor
- Hiding or reordering columns in an automatic document
- Restoring hidden columns in an automatic document
- Resizing columns in an automatic document
- Hiding rows in an automatic document
- To change automatic document fonts
- Changing the document heading
- To change document properties
- Restoring documents' default settings from the Document Manager
- Automatic document properties
- Memo Description dialog
- Multiple Filters
Automatic document properties
8Headings tab
1Roles tab
7CaseView Document tab
3Headings options
1Roles options
1Document Link options
2Manual document options
1Examples of Filters in Time
1Functions
1Viewing documents
3Printing
11- To specify the page orientation and size
- To set up the Printer
- Print previewing a document
- To enlarge or reduce a document when in Preview
- To print a document
- Printing a batch of documents
- To print a batch of documents
- Printing a batch of documents by client
- Selecting records
- Process Selection dialog
- To print a batch of client labels
Document Formats
2Contacts
1Accounts Receivables Trial Balance documents on the Document Manager
1Integrated WIP and Accounts Receivable documents on the Document Manager
1Partner DW's documents on the Document Manager
1Protecting your file
27- Protecting the Company File
- Setting up protection groups and their access rights
- Assigning documents to the users
- To change your password
- To disable protection
Changes in version 2006
1Administrators and users
5Specifying access rights and users of the file
9- To create protection groups and access rights
- To create passwords for staff members
- To assign staff to protection groups
- Enabling other users to access password protection
- Document Filtering and Protection
Document Manager
1Documents: By Client
1Documents: By Project
1Documents: By Staff
1Allocating the work
6Assigning staff to protection groups and setting up their passwords
1Exporting journal summaries
7Sending your reports to others
19- Web Pages (HTML documents)
- Saving a document as an Excel file
- PDF documents
- Setting Security for PDF documents
- To set security settings on the PDF document
- Send to mail recipient (as attachment)
- Send to mail recipient (as PDF attachment)
- Send to folder
Emailing a batch of documents by client
11- Emailing a batch of documents by client
- Setting the default email address and email server
- To email or print a batch of documents by client
- Entering and testing an email connection
- Creating and saving a batch set
- Entering filters for documents emailed in a batch
- Setting properties for the PDF document
- Reusing a batch set
- To check the log for a batch email
- Troubleshooting batch emails
- Edit Message dialog