Knowledge Base Articles

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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 do I amend Charge Rates?

From time to time you may need to adjust your staff charge rates. For example, if you have to review your staff salary and want…

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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…

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Can I create a shortcut that allows me to post Timesheet entries only?

Creating a shortcut to the timesheet entry application enables a user to access their timesheet only, without using up a Time and Fees licence screen.…

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Accountants name and address to appear on fly sheet

If running LTD, PSA or PSN: set the alias FLY=FLO if running PSI: set the alias FLI=FLO To set alias at client level: Edit| Report…

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How is a job created on a client and is there a quick way?

Creating new Time ledger jobs for clients can be achieved in several different screens and the most common are below: Through the timesheet When in…

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