Help Topics
717 articles across 12 sections.
Topics
2 articlesSetting up your file
223 articles- 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
Integration with CaseWare Cloud
32 articles- 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
Documents
97 articlesAppendix C: Common questions and answers
35 articlesProcessing Monthly Information
156 articlesPerforming a year end close
26 articlesThe Document Manager
90 articles- 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
Allocating the work
27 articles- Protecting the Company File
- Setting up protection groups and their access rights
- Assigning documents to the users
- To change your password
- To disable protection
Exporting journal summaries
7 articlesSending your reports to others
19 articles- 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