Time
589 articles in this locale.
What's New
3Installing the Software
40Installing the Software
3The Basics
13Changing Preferences
15Viewing information online
5Key Information
1Getting help while you work
2Help Topics
545Setting up your file
165- 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
27- 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
Setting up the chart of accounts
4Automatic Invoice Numbering
2Creating the work code classification list
9Creating the work code classification list
1Creating the work code list
4Tax by Workcode
2Entering billing codes
2Importing data to set up your file
16- 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
8- 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
Staff list
21- 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
Grouping Staff
7Making staff members inactive
4Considerations when making staff members inactive
3Rules when deleting a staff member
1Time Sheet Approval
2Clients list
19- 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
Making clients inactive
10- 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
Groups
14Contacts and Contact Companies lists
7Project Management
36- 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
8Issues and Scheduling
4Staff and Budgeting
2Client Projects
8Roll Forward
4Protection
1Entering opening balances
6The Time History Manager
2Checking spelling
5Integration with CaseWare Cloud
20- 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
2Troubleshooting
2Working from CaseWare Cloud
3The User Profile
70Using the documents
67- Setting global defaults for Time documents
- Types of Automatic Documents
- Report Details
- Comparison of Automatic Documents
- Running Accounts Receivable Reports
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
8- 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
Running accounts receivable reports
14Trial balance reports
7The Payment History Report
3Other A/R reports
4Reconciliation reports
4Miscellaneous documents
3The User Profile
2Appendix C: Common questions and answers
32Automatic Documents
6Statements
7Billings/Invoices from WIP
6The Client List
4Miscellaneous
9Processing Monthly Information
139Entering time sheets and expenses
14- 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
3Closing the Month
11Generating 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
40Using 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
22- 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
Modifying or deleting cash receipts
3Troubleshooting
7Running WIP reports
9Contents and formats
5WIP analysis reports
2Advanced
1Other concepts
3Processing interest charges
10Issuing statements
6- Using the Statement documents
- Balance Forward Statements
- To print CaseView statements
- To specify footers for statements
- To print statements on company letterhead
Troubleshooting
1Running Diagnostics
9Maintaining and repairing your file
2Performing a year end close
19Performing the year end close
8Project 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
Getting ready to perform the year end close
2After performing a year end close
7The Document Manager
51- Using the Document Manager to Organize Your File
- Viewing the list of documents on the Document Manager
- Organizing 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
38- 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
Email documents
4Customizing automatic documents
10- 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
Viewing documents
3Printing
9Protecting your file
21- 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
5Allocating the work
5Exporting journal summaries
6Sending your reports to others
18- 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
10- 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