Setting up your file
223 articles across 12 sections.
Topics
11 articlesCaseWare Cloud
1 articlesCompany Profile and Company Codes
36 articles- 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
Importing data to set up your file
18 articles- 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
Staff list
23 articles- 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
Clients list
21 articles- 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
Groups
14 articles- Assigning Clients to Groups
- Client Groups
- Adding Client Groups
- Group properties and options
- Processing by Client Group
- To activate processing by group
- Group reports
- Deleting a Client Group
- Making client groups inactive
Contacts and Contact Companies lists
7 articlesProject Management
78 articles- Project Management Overview
- Setting up projects
- Projects and subprojects in the Time and Expense dialogs
- Projects and subprojects in the Billings from WIP dialog
Entering opening balances
6 articlesThe Time History Manager
2 articlesChecking spelling
6 articles- 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