Knowledge Base Articles

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How can I insert tags into a Fees Word template?

To add tags in a Word template, there are two stages: Select the tags in the 'Tag Selection' screen. Add the tags to the Word…

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What is the stop watch feature in the Time ledger?

Contents Introduction How to access the stop watch Limitations Introduction A stop watch is a feature in Timesheets that allows you to accurately calculate the…

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How can I deal with a bounced cheque?

Posting a Refund will allow you to report the cheque has bounced and will deal with any VAT if the receipt was posted Accounting for…

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What are contacts and why would you use them in Fees?

Contents Introduction Main and Billing contacts Contacts for Trusts/Business Clients Contacts for Personal Clients How to insert the tags on to your template. Introduction Contacts…

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What Time ledger period are Fees invoices and credit notes transferred into?

Contents Introduction Fees Option Settings Fees Ledger Introduction Postings made into the Time Ledger are placed into a period. For example, Period 2013/01. This period…

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Reconciling the Staff Billing Analysis with the Client Billing Analysis

The staff and client billing analysis will most likely not agree as you are not comparing like with like. There are several rules and additional…

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Posting invoices gives prompt for what time period you want to post into

There are three options, when posting invoices, that control what period the invoice will go into and each of these have different effects when the…

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How do I register or De-register a client in Time and Fees?

When a new client is set up, they are classed as non-clients and will not be automatically registered. When a client is posted to, within…

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What is the year end procedure in Time & Fees?

Reconciliation takes place at regular intervals, typically once a month. This is to check that all the information has been entered into the Time and…

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Time has been posted but it is not being displayed on WIP reports

The Time Ledger has a holding system called the "Pending Queue" Postings made on the Time ledger will not be updated to the Ledger automatically;…

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