Knowledge Base Articles

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How can I stop information in a table following the format of the whole report?

To clear the above error, please follow the steps below: Highlight the column, right click and got to [Cell Properties] From the Cell Properties make…

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Share Register within company secretatial

When first entering the share register, a message will appear asking whether the client is to be bridged from Accounts Production. Click 'No' on the…

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How do I block a client from having Time & Fees postings to them?

Contents Introduction Permissions Block Postings a. Time b. Fees Introduction This knowledge based article explains what permissions are needed to allow a staff member to…

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What is a non-charge activity?

A non-charge activity defines work done by a staff member that is not related to a client or work that is not to be charged…

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What is a non-charge code?

What is a non-charge code? A non-charge code groups together the non-charge activities, an example of a non-charge code maybe 'Leave' grouping together annual leave,…

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Can I set Public Holidays so that they are automatically posted to a timesheet?

The Practice Closed Dates section of the Time ledger allows you to enter Bank Holidays, or any dates where the office is closed affecting all…

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In Job Planning, what does the ‘Bridge Services’ button do?

Contents Introduction Setup your standard job types Press the bridge services button Introduction The bridge services button may be used as a quick way to…

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Statutory deadline calculations for Accounts

The time normally allowed for delivering accounts is: for a private company, 10 months from the ARD for a public company, 7 months from the…

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How do I save or memorise my most common reports?

Contents Introduction Memorising a report How to access a Memorised Report Introduction If there is a report(s) that will be used on a regular basis…

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How can staff performance be monitored within the Time ledger?

Under the Reports | Staff Reports menu a selection of reports are available. These include: Missing Timesheet Allows you to see which timesheets are not…