Time
773 articles in this locale.
What's New
3Getting Started
45Installing the Software
9The Basics
13Changing Preferences
15Viewing information online
5Key Information
1Getting help while you work
2Help Topics
543Setting up your file
165- Creating a new file
- Logging in to a file
- Setting up the file
- Setting up terminology to use throughout Time
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
- Changing the period date sequence
Setting up the chart of accounts
5Automatic Invoice Numbering
3Entering time and expense codes
10Creating the work code classification list
2Creating the work code list
4Entering billing codes
3Importing data to set up your file
16- Importing data to set up your file
- 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
9- Import Wizard Overview
- Import Wizard - Welcome
- Import Wizard - File Type (ASCII only)
- Import Wizard - Specify Data Properties
- Import Wizard - Specify Record Length (ASCII only)
- Import Wizard - Specify Field Delineators (ASCII only)
- Import Wizard - Field Details
- Import Wizard - Advanced Specifications
- Import Wizard - Completing
Staff list
21- Overview
- Adding users from the Company Network into the Staff list
- Entering standard hours for staff members
- Increasing Staff Rates
Grouping Staff
8Making staff members inactive
4Considerations when making staff members inactive
4Rules when deleting a staff member
2Clients list
19- Overview
- Adding a Client
- Client properties and options
- Modifying Client properties and options
- Entering customized codes in the Client List
- Assigning customized alternate codes to clients
- Renaming the alternate codes
- Inputting the default "attention" wording:
- Deleting a Client
Making clients inactive
10- Overview
- Relieving outstanding WIP
- Transactions Display on the Report
- 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
15Contacts and Contact Companies lists
7Project Management
37Prerequisites
5Project Templates
8Issues and Scheduling
4Staff and Budgeting
2Client Projects
8Roll Forward
4Entering opening balances
7The Time History Manager
2Checking spelling
5Integration with CaseWare Cloud
20Working from CaseWare Time
5Requirements for Cloud integration
2Preparing for Integration
2- Setting up Integration with CaseWare Cloud
- Cloud integration - Setup wizard reference
- Permissions on Cloud
Working from CaseWare Cloud
3Documents
70Using the documents
67Staff and Project documents
3Client List documents
7Comparison of Automatic Documents
8- Documents to use
- Staff Time Analysis vs. Staff Billing Analysis
- Firm Summary Time Analysis vs Firm Summary Billing Analysis
- Work in Process Detail or Summary vs Work in Process Analysis
- Invoice Analysis vs Billing Analysis
- Invoice Journal vs Invoice Analysis
- Trial Balance vs Payment History
- Report Terminology
Referencing the documents
4The Document index
3Journals
9Performing analysis procedures
8Running accounts receivable reports
15Trial balance reports
7The Payment History Report
3Reconciliation reports
4Miscellaneous documents
3The User Profile
3Appendix C: Common questions and answers
32Automatic Documents
6Statements
7Billings/Invoices from WIP
6The Client List
4Processing Monthly Information
139Entering time sheets and expenses
14- Writing off outstanding time or expenses
- Overview
- Posting a Time entry
- Printing time sheets
- Modifying or deleting time entries
- Posting an Expense entry
- Printing expenses
- Modifying or deleting expense entries
- Transferring blocks of time between clients
- Transfering time and expenses from one client to another
- Time and Expense properties and options
Using the pop-up timer to time your work
3Closing the Month
11Generating and processing invoices
36Miscellaneous invoices
1Designing your invoices
5Recurring Invoices
4Generating invoices from WIP
12- Overview
- Interim invoices
- Creating final invoices with items manually billed
- Creating final bills with all WIP items automatically billed
- Creating final invoices with the total calculated automatically
- Writing off time and expenses
- Writing off time and expenses.
- Manual Adjustment of Write-offs
- Example: Manually adjusting write-offs
- Carry Forward in WIP
- Specifying the amount you would like to carry forward
- WIP Balance Limit
Modifying or deleting invoices
5Proposed Invoices
3Processing cash receipts and credit notes
40Using credit notes
17- Entering credit notes
- Modifying the reconciliation of receipts or credit notes
- Multiple Payment Example
- Adjusting WIP for write-offs on final invoices
- Creating refunds
Printing credit note documents
5Modifying or deleting credit notes
3Using cash receipts
22- Cash receipts
- Entering cash receipts
- Entering sundry payments
- Entering advanced payments
- Transferring cash receipts from one client to another
- Reversing Cash Receipts
- Setting up the Cash Receipts reversal system
- To reverse a 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
- Viewing Cash Receipt Journals
Modifying or deleting cash receipts
4Running WIP reports
9Contents and formats
5Other concepts
3Processing interest charges
10Issuing statements
6Running Diagnostics
10Maintaining and repairing your file
2Performing a year end close
20Performing the year end close
8Project Year End Options
7- Project Year End Options
- 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
3After performing a year end close
7The Document Manager
51Organizing the Document Manager
11Working with documents and folders
38- Creating documents and folders
- Creating an automatic document
- Adding a document or folder
- Creating CaseView documents
- Creating manual document references
- Creating Microsoft Word or Excel documents
- Creating document links
- Configuring a helper application
- Adding the document link to the Document Manager
- Changing the properties of a folder
- Refreshing items on the Document Manager
Email documents
4Customizing automatic documents
11- Overview
- Filtering documents
- Filtering with alternate codes
- 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
- Changing document fonts
- Changing the document heading
- Changing document properties
- Restoring documents' default settings from the Document Manager
Viewing documents
3Protecting your file
21Changes in version 2006
1Administrators and users
5Specifying access rights and users of the file
6Allocating the work
6Changing your password
1Disabling protection
1Exporting 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- Overview
- Setting the default email address and email server
- To email 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
Clients
1contxtpa
49- Active Directory Integration dialog
- Automatic document properties
- Billings from WIP command
- CaseView Document tab
- Company Profile command
- Document Assignment dialog
- Document Link options
- Document Manager
- Documents
- Documents: By Client
- Documents: By Project
- Documents: By Staff
- Edit Message dialog
- File
- General tab
- Headings options
- Headings tab
- History Manager
- Interest command
- Invoice Format
- Maintenance
- Manual document options
- Memo Description dialog
- New Automatic Document dialog
- Process
- Process Recurring Invoices command
- Process Selection dialog
- Reverse Interest command
- Rights Tab
- Roles options
- Roles tab
- Set Fold Line command
- Set up Recurring Invoices
- Setup Billing Codes dialog
- Setup: Codes
- Setup: Groups, Setup:Clients and Setup: Contacts
- Setup: Other
- Setup: Project
- Setup: Staff
- Spelling command
- Status Bar command
- Tools
- Tools: Protection
- User Profile -- Client Filtering
- User Profile -- Document Filtering
- User Profile -- Project Filtering
- User Profile -- Staff Filtering
- Users and Groups dialog
- Workflow
cwtwin2
31- Assigning staff to protection groups and setting up their passwords
- Create a Time Analysis Report at Cost Rate
- Credit Notes
- Error: Cannot open database "TimeDB..." requested by the login
- Exporting Expenses
- Fixing diagnostics
- Issuing Statements
- New Excel button (Document toolbar)
- New Word button (Document toolbar)
- Only zeros are visible in the Outstanding column
- Printing the work and expense codes
- Repairing your Time file
- Setting a filter for a journal
- Switching Active Directory Integration ON
- Synchronizing the Windows Active Directory with Time
- To add a chart of accounts to the Document Manager
- To cancel document assignments
- To print a batch of client labels
- To print the billing format codes
- To print the classification codes
- To specify which clients are charged interest
- To view an Expense Analysis document
- To view non-billable time only
- To view the receivable reconciliation document
- To view the WIP reconciliation document
- Turn off interest charges for a client
- Using the Time Analysis Document
- Viewing a Billing Analysis document
- Viewing an Invoice Analysis document
- Viewing Client Specific WIP Reports
- WIP vs. A/R
Document Manager
1documentsref
67- Accounting documents on the Document Manager
- Accounts Receivables Trial Balance documents on the Document Manager
- Alternate Codes Document properties
- Analysis documents on the Document Manager
- Billing Analysis Document
- Billings from WIP Document
- Budget Analysis Document
- Budget Entries Document
- Budget entry documents on the Document Manager
- CaseView Documents on the Document Manager
- Cash Receipts Journal Document
- Chart of Accounts Document
- Client documents on the Document Manager
- Client List Document
- Company Profile Document
- Contact Companies Document properties
- Contact Companies documents on the Document Manager
- Contacts Document properties
- Contacts documents on the Document Manager
- Credit Notes Document
- Credit Notes Journal Document
- Department Types Document
- Diagnostics Document
- Document Manager Index Document
- Expense Analysis Document
- Expense Entry documents on the Document Manager
- Expense Journal Document
- Group documents on the Document Manager
- Groups Document
- Integrated WIP and Accounts Receivable documents on the Document Manager
- Integrated WIP and AR Document
- Invoice Analysis Document
- Invoice Journal Document
- Invoice/Credit Note Journal Summary Document
- Invoices, Credit Notes and Statement documents on the Document Manager
- Issues Document
- Miscellaneous Invoices Document
- Month end documents on the Document Manager
- Office Types Document
- Opening Balances - Receivables Document
- Opening Balances - Work In Process Document
- Partner DW's documents on the Document Manager
- Payment History Document
- Payment History documents on the Document Manager
- Project Document
- Project documents on the Document Manager
- Project Templates Document
- Project Types Document
- Proposed Invoice Document
- Receivable Reconciliation Document
- Recurring Invoice Codes Document
- Setup Code documents on the Document Manager
- Staff documents on the Document Manager
- Staff List Document
- Statements Document
- Tax Invoices Document
- Time Analysis Document
- Time Entry documents on the Document Manager
- Time Journal Document
- Trial Balance Document
- Types of Statements
- WIP (Work in Process) Document
- WIP Analysis Document
- WIP Monitor Document
- WIP Reconciliation Document
- Work and Billing Codes Document
- Work In Process documents on the Document Manager
imports
1pawin
6Protection
3reference
5Support Tools
2time2008
15- Backup and Restore dialog
- Contacts
- Document Formats
- Document Settings
- Example: Reversing a client's cash receipt that was applied to an invoice
- Examples of Filters in Time
- Functions
- Multiple Filters
- Repair dialogs
- Repost Dialog
- Undoing a cash receipt reversal
- Welcome to the Year End Close Wizard
- Year End Close Wizard – Increase Staff Rates Options
- Year End Close Wizard – New Year File
- Year End Close Wizard – Year End Options