User manual
Contents
1. Comments 45 Options To open settings click Tools gt Options Options Database settings My settings Program settings User interface language Timer functions Use vertical tool window layout When checked timer buttons will be arranged vertically Also short activity description and pause button will be displayed next to timer buttons Auto hide tool window Hides LawTime s tool window and open activity windows automatically in 3 seconds when another application is used Use small data entry window A Open data entry window on timer start _ Timer initially stopped Ask for confirmation on program exit when there are unsaved timers When clasing small window move to taskbar notification area Main window On opening window goto Activities Default view for activities Table le Fields you see on Settings window come from employee level privileges Regular user view in My Settings e My Settings 1 User interface language 2 Timer functions 3 Main window display e Program settings 1 SQL based user authentication 2 Allow password saving 3 Enable tasks 4 Allow price on activity timing 46 5 Default currency 6 Default activity type 7 Error reporting program error condition is created to test error reporting WARNING do not click Close program on error window because LawTime will then be closed and unsaved changes will be lost e Table printing2. shows all the activities which are flagged ready to bill This view gives you a quick overview of the customers and activities to bill To create this view use filter date customer case comments in the main window and sort the column named Bill status checking Bill needed The view Bill empty shows all activities which are waiting to be flagged for billing To create this view use filter date customer case comments in the main window and filter the column named Bill status checking Empty 18 E LawTime File Edit View Tools Help da A 1 Bill needed Bill to da f Heidi s this month Eg Fields Filter Employee Heidi Hansar r Customer all Fn Case fall Fos Act type all re Period This month Start 1 05 2009 End 31 05 2009 E E Auto Bill status The activity is not flagged The activity is flagged ready to bill X Do not bill the activity ES The bill is being composed but is unconfirmed The bill is composed confirmed but not received yet y 22 The bill is composed confirmed and received 2 The bill is overdue Customers Adding customers and viewing data To find the customer data do one of the following 1 Subdivison Customers in main window Click New to create new customer 2 Clickon button next to customer selection any place in LawTime to open or create a customer 19 Customer data Gene
3. Lawlime user manual Version 2 7 Heidi Hansar Copyright 2010 Van Zoig Contents Sa CON PA PO OE GO E ES OOO O A 5 AV PHILS Sm al WIN CLOW ers 5 nn e Po a A lun 6 SINE INS IN sobrio obesa nicinds 6 ENTE Sais ia 6 MORE DOSSIERS iris 7 MAN WINCOW eE E ctipisias 9 The structure OF MAIN WINDOW nssnvia init 9 MV OTIC WI ONES rt a E 10 Activities viewing measured WOFKk ooocccccocccnconoccnnonononnnnnncnnnonnronnonononnnnnnonnnonnrnnnonnnrnnonononnnonarnnnonanionnos 13 VIEWINE OPUN S rsisi UU o e PP PE CRE A 13 Calenda aea A E E AEE E E AE E A 13 TADIC A N E E E NT E E E o Eo 13 PSC EE E ea E TE ed et 15 Flag the activities ready CO ON E 17 CR ES MW a E EE AEE de be 18 O R E E E E A E E E 19 CUOMO E E EA 19 Adding customers and viewing data iii 19 o e 20 A e E CR UU E ee ee ne 20 VEINS ias 21 A o eee eee ee 22 nn AA o OO 22 IMVOICOS aitor 23 POUE PPP os sates Sours sais Sens oaks lt eeu Senso nese eaters eee 23 RNS Saree wate ee APP A 23 Adding case and viewing lala iiisiiionicinn ii set erd ne ses ste etensercedoeendt aneusatosetns 23 a 24 EE A A EU VE E un e E O o ean EE E 24 A O o OE PO E A 25 FN COPA o A avec aeepe seco oreccesenseaceeevsen eenmse ste 25 TAS IES ses ocr test e ne 25 MA cata cerns E ea verse A EA cele erect ste sina A EA ctnesic ee eb A A AT 25 DOCUMENTS ES SR NS NE SC a 25 A es 26 Addine and VIEWING INVOICE data ion 26 VOIES WIN et da 26 O 27 Adaing Bllled Workt
4. button to select number of due days 26 e Contract enables you to select or enter the contract number Data in popup menu comes from customer or case data e Issued by person s name whose signature will be used on invoice e Division subdivisions used to differentiate customers cases employees and invoices e Invoice settings invoice type defines your invoice as SIMPLE credit or pro forma Rows 4 types of rows are used on invoice upper left corner of the table Add row 1 From saved activities data from measured or entered activities New activity open a data entry window A new row with the new activity will be added on Invoice 3 Text row simple text and or manually entered sum Extra text under invoice add more information This row is seen in the bottom of invoice under tax and total sum rows From saved activities New activity Text row Extra text under invoice ow HE Delete row PH EH Hidden Specification Jobs according to agreement For example use hidden rows if you have a fixed job payment and you have measured your work in LawTime This enables you to add billed work on invoice but the customer sees the sum according to your agreement Adding billed work to invoice Click Add row button E Lisa reale May Delete row Hg zp Hidden Specification and the pop up menu opens with options From saved
5. margins mm styles editable e Invoice settings 1 Invoice numbers can be edited take automatically from number series Choose if the invoice number must be filled on printing saving or confirming 2 Invoice calculations duration format default VAt total rounding Comment templates enter the template texts displayed in activity window s comment field Choose the language of texts e Payroll default texts on new payroll rows e Divisions 1 Tick the checkbox to use divisions 2 Title texts language singular plural short name e Invoice texts default text rows for new invoices e Invoice printing 1 Language default 2 Layouts 3 Letterheads header logo and footer texts Database settings Click Tools gt Database settings to open the window Database settings nn Database Server HEIDIHANSAR Database YanZoig Authentication Windows integrated SQL server user will be promted For password Test connection Cancel e Enter the name of a server and database e Authentication windows integrated or SQL server user will be promted for password e After entering your settings test the connection Click OK to save the settings 47
6. T nn z Date 7 Custom Case Comments Date 25 08 2008 4 25 08 2008 8 00 2 Sot ascending Eo 15 Date column allows you to 16 select year month and day Flag the activities ready to bill Flag column in activities table is to 1 mark activities ready for billing and 2 view the status of the bill According to privileges a user can flag 1 his her own activities 2 activities where the user is a manager of the customer or the case 3 all the activities Use a column in the main window to flag the activities To flag the activity ready to bill click on clear flag The colour of the flag turns green which means that the activity is flagged ready to bill Doubleclick marks the activity not to bill x To unmark the activity click one more time on the flag the flag is empty again To select a group of activities ready to bill click on the group header row ers e FA 6 05 2009 1333 JE 17 Right click on selected rows opens a menu with options Ready to bill Do not bill Clear Flag Copy Find P ri nt Send to Choose fields Create a view To view or edit flagged activities use the main window Activities section To view activities with different billing statuses create a view For example Bill needed and Bill empty The view Bill needed
7. itd LE Tegevused Date Le Y Fields z Date 7 Customer Case Filter Date 4 08 2008 4 rows Employee idi mm Le 4 08 2008 9 46 See juhend inglisekeelne 52m 2900 40820061041 Zog ten ik ad 10060 Customer gt 4 08 2008 13 17 Zoig i 4 08 2008 15 39 Zoig iuhend ji A 7 Comments Duration Total EE Case Act type Tunnitasu alusel JE Date 5 08 2008 3 row s 5 082008 9 37 iuhend i 3h 52m 1740 0 En 5 08 2008 14 44 juhend ik 1h 00m 450 0 Stat 108 2008 5 08 2008 16 10 iuhend i 15m 1125 11 08 2008 Date 6 08 2008 1 row s 6 08 2008 13 58 Zoig Tjuhend ik 58m 58m Date 8 08 2008 2 rowfs 8 08 2008 9 38 Zoig juhend 4h13m 18975 8 08 2008 15 20 Zoi i i E EE 16h 36m 7 470 00 8 Heidi Hansar Yan Zoig O 3 zones of main window 1 Table selection Click to select a module 2 Viewing options Table settings filters etc 3 Content Table content Work with tables You can change the look of tables by e Sorting Click on column heading to sort the table Click again on same field to reverse sort direction e Grouping The header of the table shows groups used Drag a column header there to group by that column and display subtotals e You can group by more than one field Y 2 Activ Customer Contact Customer manager Customer 7 m Phone Address Com
8. parameters For example you can make different prices if e the customer is The University of Tartu type of activity is strategic planning e the customer is The University of Tartu employee level is lecturer e employee level is lawyer e all parameters are marked as all base rates of activity types While entering data LawTime offers a price closest to selected parameters You can delete price only if there s no work saved using this price Untick Active will remove the price from selections t ZOIG partner File Edit Help A Save and close _ Delete d G3 a ar F AA General Name ZOIG partner Customer Van Zoig o Activity type managing 1 Case al e Currency EEK E o Employee level Partner Price 600 0000 E Employee all Active Comments Subdivision of prices on customer and other windows You can see overviews of currently active prices in customer cases employee employee level and activity type windows Prices in the table are sorted in ascending order from specific to general General prices are displayed in grey colour For example you see base rates and employee level prices in grey colour customer and case specific prices are displayed in black To see only currently active prices tick the Active checkbox untick to see all Choose Activity type you want information about at first you will see activity type set in To
9. table Remainder li AI CS File Edit Invoice settings Help bal Save 3 Er Pia 1 Send e mail Ea A ARS 7 Payroll Las row E8 Add employees X a 11 Confirmed Payroll date Employes Comments 7 Duration Invoice sum 1 ofro row 7 ofi invoice i Total O Remainder m Om 000 j 000 10 500 00 You can add two more Expenses and or Payrolls ve Sa File Edit Invoice settings Help A Save E amp El 611 Send e mail Y Ea As Roue Si dd employees gt 3 LE Confirmed y Payroll date Employee 7 Comments Duration Invoice sum of row ofi invoice Total E Expenses E A LO OOOO E ee O o II El Remainder O Remainder 1050000 10000 Ej 0m 00 1050000 10000 The sum of the invoice will be divided on the basis of Expenses and Payrolls Remainder shows always the sum which is left undivided from the total sum of the invoice 34 The columns of the table There are ten columns in the table confirmed payroll date employe comments duration invoice sum of row of invoice total L Invoice File Edit Invoice settings Help save 3 3 E a Send e mail X E A 4 Payrall Confirmed Payroll date Employee Comments Duration Invoice sum ofrow of invoice Type or add the data of values in columns Please note There are separate rows fo
10. w i List of case details Default activity type specifies activity type used in new activities for this case Language is default language for this case Currency is default currency used on invoices for this case Invoice due days goes automatically on invoice after entering the invoice date VAT calculation VAT used on invoices for this case Invoice layout determines how invoice parts are organized on paper Invoice letterhead controls invoice headers and footers bank details addresses contact information your company logo etc Customer ID customer ID in external system e g accountancy Postal address enter customer s postal address to display it automatically on invoice after the customer is selected Prices List of case s prices Tasks List of case s tasks Invoices List of case s invoices Documents List of case s documents from SharePoint website 25 Invoices Adding and viewing invoice data To open invoice data do one of the folllowing 1 Subdivison Invoices in main window Click New to create new invoice 2 Click on Customer data window subdivision invoices 3 Click on Case data window subdivision invoices Invoice window YE Invoice No 1 Seles File Edit Invoice settings Help save 4 34 By 5ende mail 4 a Alaa O Invoice Specification Payments Comments Payroll Customer Van Zoig OU lu Confirmed Case E Invoi
11. Click on activity type name to open data 2 To add open activity type data click on button in any place LawTime offers a choice activity type Activity type data phonecall Seles File Edit Help ll Save and close 3 4 a Ph vA 0 General Accounting Prices Name phonecall Rounding on timing Short 7 phone2 Min value Om L Measurement Time based Round to im Numeric Rule Always down Rounding on invoices Min value Om i Round to im Rule Always down Comments e General Name short name measurement unit comments rounding on timing rounding on invoices 44 e Accounting Type service expense others VAT other parameters e Prices List of prices attached to activity type Currencies Adding new currency and viewing data To add open currency data do one of the following 1 LawTime main window subdivision Administration gt currencies Click New to add new currency Click on currency name to open data 2 To add open currency data click on button in any place LawTime offers a choice currencies Currency data e General Code name current rate comments Name the base currency and fix the rate to 1 New currency Sic File Edit Help ll save and close 4 a Ml a 0 General Code i Name Base currency Current rate al
12. Invoice due days YAT calculation use default Invoice layout use default Invoice letterhead use default Details tab specifies data for this customer Default activity type specifies activity type used in new activities for this customer Language is default language for this customer Language icon El is shown in the right corner of comment field Enter comment template texts according to language settings see also on page 46 Currency is default currency used on invoices for this customer Invoice due days goes automatically on invoice after entering the invoice date VAT calculation VAT used on invoices for this customer Invoice layout determines how invoice parts are organized on paper Invoice letterhead controls invoice headers and footers bank details addresses contact information your company logo etc Customer ID customer ID in external system e g accountancy Postal address enter customer s postal address if it s different from customers address It displays automatically on invoice after the customer is selected 21 Cases FE New Customer Seles Fie Edit Help ll Save andclose 3 4 a 7 General Details Cases Prices Invoices Documents 9 New Open _ Case required for activities a Case Opponent Active Comments List of customer s cases see also on page 23 Click on New to add a new case to the customer To open case clic
13. L an a std Names a Follow Spellin IA aa IF loz E Basic Text EHI Inctude Options Proofing This message has not been sent f mies Ll Subject Invoice No Attached T Invoice No pdf 23 KB Make the changes you need and click Send To compose an e mail with customer s address already on it click on the arrow of Send e mail button send e mail gt Click on address opens your default e mail client and starts composing new e mail with To address filled Send e mail qe O Yan Zoig info Wzoig ee None means there s no e mail address entered on customer s data sheet Invoice commands Shortcuts on Invoices main window 31 0 LawTime Invoices Invoice commands 23 New invoice 43 Copy invoice Ta New credit invoice A Make credit invoice New pro forma invoice Import payments Export invoices To fasten your invoice making process select a client in main the table and click on Invoice command shortcut you need Payroll Payroll enables to divide the sum of an invoice according to measured activity times purchased services or and account managers etc enabling clear and precise overview of employee turnover Every user has an access to view or edit payrolls according to user privileges 1 view personal payrolls 2 view other people s payrolls or 3 edit payrolls To u
14. LawTime main window subdivision Administration gt Employees Click New to add new employee Click on employee name to open data 2 To add open employee data click on button in any place LawTime offers a choice employee Employee data e General General data of employee user name employee level etc Tick in Active checkbox shows employee in selections Heidi Hansar File Edit Help LA Save and close General Details Privileges Prices First name Heidi Last name Hansar Short name HH User name IndrekKaru Heidi Hansar Y Employee level assistant IT Active will be displayed in selections Division Comments By default table shows only active employees To see all employees click on column Active and then tick the checkbox All 39 e Privileges Specific privileges of employee Privileges set on employee window are superior to employee level privileges e Prices List of prices attached to employee See also e Employee levels on page 39 e User privileges on page 41 e Prices on page 32 Employee levels Adding a new employee level and viewing data Employee level represents a group or role of employees e g attorney at law accountant To open employee level data do one of the following 1 LawTime main window subdivision Administration gt Employee le
15. Repeated Choose invoice parts to print and visual look of your invoice Layout determines how different invoice parts are organized on paper Letterhead controls invoice headers and footers bank details addresses contact information your company logo etc Letterheads can be edited under LawTime settings see also on page 46 Modifying invoice layout requires technical skills and tools and cannot be done directly from LawTime Contact LawTime distributor to make changes to invoice layouts By default letterhead and layout come from Customer Customer window gt Details or language Tools gt Options gt Invoice printing data Click OK to open print preview 2 Save as PDF lll Save 5 A Invoice Specif Save as PDF opens a nvoice print options window Select options and click OK Choose a place to save the file 30 3 Send to mail recepient as PDF or HTML after entering data click on Send to YE Invoice File Edit Invoice settings Help 1 Send e mail 3 7 Payments Comments Payroll ais Print Save as PDF 3 Sendto b 4 Send e mail LawTime opens your default e mail client e g Outlook and starts composing new mail PDF file attached to it Ca LU 9 5 Invoice No Message HTML ZA gt 4 as Message Insert Options Format Text B Calibri Body 11 A an ga L e y Y Paste aiii J
16. TERRA ETS TRE FR RE Refresh FS Later you can restore view settings by one click 11 CHERE Customers View Christmas cards C Customers Divisions C By managers Added this month Fields e Output table data You can print save in a file send to mail recepient as PDF copy to Excel etc See also e LawTime main window on page 9 e Activities on page 13 e Customers on page 19 e Cases on page 23 e Invoices on page 26 e Prices on page 32 12 Activities viewing measured work Viewing options Calendar Use calendar look to get an overview of workday week or month Today Di work week 7 week 31 month Table Activities Activities View Tunnitasu alusel Heidi Hansar 25 08 2008 CE A A 25 08 2008 Employee de us A Customer all Y es Case all v Re Act type hall vl lt august 2008 a gt 13 16 2h 04m Zoig juhend 14 49 46m TU Biomeditsiini tuumiklaborid v 9 Heidi Hansar Van Zoig O NUM INS CAPS z You can use filters to display the data you need or select dates from calendar Table Use the table look to get an overview of measured work You can choose filters from left menu of the main window to display the data 13 O LawTime yl New S L 4 Ga A Today Ll day 5 work week al f Seach for customer or case p Activities Activities 5 Tunnitasu alusel Heidi Hansar 25 08 2008
17. View LE Fields Filter ate Customer Case Employee Heidi Hansar el MN amp Date 25 08 2008 4 row s Le 25 08 2008 8 00 T projekt tugevad magnetv ljad Customer all pl 25 08 2008 9 10 3 25 08 2008 13 16 Case all RA S EEA AEE 25 08 2008 14 49 Biomeditsiini tuumiklaborid po Act type Period Yesterday Start 25 08 2008 End 25 08 2008 _ Auto Heidi Hansar Van Zoig O NUM INS CAPS You can also e print the table save in a file send to mail recepient as PDF copy to Excel etc e show and hide the table fields e sort e group in different levels subtotals e save table settings to display them later e use filters similar to Excel AutoFilter 14 Filtering activities Activities View Y Fields Filter Employee Heidi Hansar Customer Case Act type all lo Period Yesterday Start 25 08 2008 End 25 08 2008 Auto Filter g EINE Use the filter to view activities which correspond to selected criteria For example if you select a customer then you will see activities only for this customer But if on customer field all is selected then you will see activities of all customers Use Period list to select from most frequently used time ranges Click Filter to apply your selections Use autofilters for a quick filtration Allow multiple choices help you to select different objects e g in customer s or other column at a time
18. activities New activity Text row Extra text under invoice 27 Adding work From saved activities 1 Click on From saved activities opens a wizard On the first page of the wizard you can select parameters to search for activities O Add activities Select activities to include on the invoice Select parameters to search for activities Customer all Case Employee Activity type Quick select Date range a until Comments _ Reset prices Resets all prices selected on timing and uses currently active prices for all activities Quick select offers a selection of defined periods Quick select last month v last month aa from beginning of last month Comments this month last week Date range enables you to choose year month day i e select a period you need information about Tick in Reset prices cancelles all prices selected on timing and uses currently active prices for all activities Click Next to continue 2 Select fields according to which separate rows will be created on invoice Seperate rows will always be used for different activity types and prices Example Select Case to place activities for different cases on separate invoice rows Leave Case empty to group activities for all cases to one row 28 Add activities Invoice row separation Select Fields according to which separ
19. ate rows will be created on invoice Example Select Case to place activities For different cases on separate invoice rows Leave Case empty to group activities For all cases to one row Case _ Employee C Employee level Activity type Price Click Next to continue 3 Invoice preview You can unselect rows to be excluded and edit parameters before adding to invoice Add activities Preview Verify activities to be placed on invoice You can unselect rows to be excluded and edit parameters before adding to invoice z Selected Description Price Quantity Price Total gt H Partner Zoig HH 1580h 24m 450 00 711 180 00 a Y Partner Partner Sh 16m 600 00 3 160 00 714 340 00 When done click Finish Text row Click Text row to fill the invoice manually 8 Add row Lisa reale Delete row EM EH Hidden Specification Quantity Price VATS Total E Jobs according to agreement F pe the text manuall Add additional bottom text to invoice in Extra text under invoice area You can set a default text row for new invoices see also on page 46 29 Invoice delivery To deliver invoice do one of the following 1 Print click on print button after entering data opens a nvoice print options window Invoice print options Invoice parts Specification Options Language Estonian Layout Letterhead blank page C Note
20. ce No 1 Postal address Rija mnt 181a Date 10 11 2008 Tartu F Due date 17 11 2008 Currency EEK E Contract ghhg VAT calculation Automatic We Issued by Heidi Hansar Division LawTime gt E Add row Delete row e El Hidden Specification Quantity Price VAT Total Jobs according to agreement 1 30 000 00 18 30 000 00 Total taxable at AT rate 18 30 000 00 VAT 18 5 400 00 Amount at 35 400 00 e Customer who receives the invoice e Case e Postal address is filled automatically when customer or case is selected You can also enter the address manually e Currency Select the currency before you add billed work on your invoice In that case if necessary LawTime converts prices into new currency e VAT calculation all 18 all 0 v i services 0 expenses 18 If you choose the last VAT will be added according to activity type service expense you entered Use button to enter different tax rate e Confirmed you see DRAFT on unconfirmed invoice You can change data until the invoice is not confirmed After the invoice is confirmed you can not edit it and you will no longer see the sign DRAFT e Invoice No after you select the date invoice numbers appear according to your settings automatically from number series or you can add it manually e Date enter the date or select it from the calendar e Due date enter due date or click
21. de of the main window See also below 37 Price settings Selections in the left side panel of the main window e View make a personal view using parameters you need e Quick selections to return to base rates e Filters to define prices activity type currency customer case employee level employee e Active price Tick the Active checkbox 1 to view only currently active prices Untick the Active checkbox CT to view only currently inactive prices Mark the Active checkbox grey to view all prices View Y Fields Quick selections Base rates Selections Act type fl we ee Currency EEK M a Customer fl we a Case all S5 Empl level all v Employee fall dl De v Active Only applied strictly to selection Display e Only applied strictly to selection checkbox helps you to specify filter selections 1 _ Only applied strictly to selection to view prices of specific customer case etc and also general prices 2 Only applied strictly to selection view prices only of specific customer case etc e Display shows the table according to selections 38 Administration O LawTime File Edit view Tools Help Administration 8 Employees Employee levels 55 Divisions agi Activity types Currencies View Y Fields Employees Adding a new employee and viewing data To add open employee data do one of the following 1
22. ivities Edit other user s activities 41 Various privileges List of all user privileges Activities View other user s activities Edit other user s activities Customers Add Edit Cases V Edit Invoices View _ Edit Confirm F Remove confirmation Prices View LJ Edit Payroll i View personal payrolls View other people s payrolls Edit payrolls Analysis View Administration View Edit employees _ Edit employee privileges Edit usernames _ Edit employee levels Edit employee level privileges _ Edit divisions Edit activity types Edit currencies Edit company wide settings Colours of privileges LawTime uses different colours for different privilege levels to simplify administration and give the best overview e Privileges allowed on currently open unit employee level or particular employee are displayed in regular font style Edit other user s activities 42 e Privileges allowed to particular employee level are displayed in These are inherited privileges i e Privileges changed after last saving are displayed in bold black View other user s activities e Privileges changed from inherited to different and then back to inherited are displayed in bold grey colour See also e Employees on page 39 e Employee levels on page 40 Divisions Divisions subdivisions used to differentiate customers cases employees and i
23. k Open or doubleclick on case row If case required for activities is checked then case must always be selected when entering new activities for this customer Prices FE New Customer Sle Se tee zd Save and close t 6 4a M 7 4 0 General Details Cases Prices Invoices Documents Activity type Tunnitasu alusel Y New open Print Only active A gt a iz That COMM HAL COHN a J 3 Name Price Currency Comments partner 600 00 EEK dpe ECO ES ES lA swoj List of customer s prices see also on page 32 22 Invoices FE New Customer DAR Fie Edt Help ll Save and close gj 4 34 27 4 s A General Details Cases Prices Invoices Documents ib New BF Open voice no Amount EER VATEER T List of customer s invoices see also on page 26 Documents FE New Customer BAA Fie Edt Help dons dal General Details Cases Prices Invoices Documents 9 a Salvesta el y List of customer s documents from SharePoint website Case Adding case and viewing data To open case data do one of the following 1 Subdivison Case in main window Click New to create new case 2 Click button next to case selection any place in LawTime to open or create new case 3 Click on Customer data window subdivision cases 23 Case data General File Edt Help ll Save and close Alda v
24. ments _ OU Van Zoig Karu Heidi Hansar Tartu likool HeidiHansar M rulinn HeidiHamsar e Autofilter Arrow button in column header opens an autofilter menu Click on a value to filter table data 3 Date 7 Custom Case Comments 5 Date 4 08 2008 4 4 gt 4082008346 2 N Sort des ENEN ANR Sort ascending 408 2008 10 41 Ay Sort descending 408 20081317 408 2008 15 39 CC _ amp Date 5 08 2008 3 5082008937 O Zoig 5 08 2008 14 44 Allow multiple choices All JO Date column allows you to select year months and day Allow multiple choices L ain Last month From beginning of last month 10 e Choose colums to show in the table Click on Fields View EX BEN choose colums to be shown in the table Choose fields Fields to show in table C Invoice number J Move before V Date start date Move after V Customer short name Case V Case short name LC Employee Employee short name Y Activity type short name al Carman he S KJE i EJ e Save the table settings To save the table click on View gt Table settings gt Save as new Lor Fields Save as new One day Work week Week Month Table Ander Ojandu Case Date 7 Customer _ amp Date 3 04 2008 1 row s 3 04 2008 10 23 AUTE
25. nvoices Title division is changeable e g department area team subject field etc To activate divisions go Tools gt Options gt Divisions gt tick in checkbox You can also change the title here Settings My settings Program setting s Table printing Invoice settings Invoice texts Invoice printing Divisions Comment templates Payroll Use divisions Title texts Language English Singular Division Plural Divisions Short name Division You can see divisions in customer case etc selections after activating it Add divisions in LawTime main window table by clicking Y Fields 43 Adding new division and viewing data To add open division data do one of the following 1 LawTime main window subdivision Administration gt divisions Click New to add new division Click on division name to open data 2 To add open division data click on button in any place LawTime offers a choice division Division File Edit Help A Save and close E y d General Division Short name l Active Comments Activity type Adding new activity type and viewing data Activity type is used to describe different jobs wages phonecall etc To add open activity type data do one of the following 1 LawTime main window subdivision Administration gt activity types Click New to add new activity type
26. o INVOICE tias son 27 VOCE AA A A 30 VOCO COMMANA Scion lili 31 A susaond in access ace An ci ltasmnde tn de it re re aasuerordssweraeiee 32 TRe Structure OP the table perico dret transe manette tee teste 34 Fors ELO Sa a an de ne a se 35 PECE Suee MR dre ces ie icons 35 PRCSION CV LEW OMIN E A D ln Aile teinte 35 AGAIN MEW DICE ceira NE de een nee estelle te ele 35 Window TOR adding a NOW DIIGO acceda 35 Subdivision of prices on customer and other windows ss 36 Prices IN LAW ie MAIN MINOR ies 37 PIC SONS o tin 38 ACMINIS TAO ai ds 39 MPICV RS A de 39 Adding a new employee and viewing data sense 39 EMPIOVES data cece sua tate amused oats ieee acess dat ee tame ate aa acoso eee 39 Employee levels iia e tddi ork ae 40 Adding a new employee level and viewing data ss 40 Emploves level data ale tanrneeauinadian de Rate etienne a nn 40 PRIVEE OS un One idee ces deb to ciel te CD a ie ce 41 PRIVIIER ES ON WO levels sti Le Mt e el ete aereo 41 VARIOUS PAM es tias 42 COLOURS OF DFIVINER OS nin us O 42 DIVISION SSSR ES ER Ne sit do No Ne en ne 43 Adding new division and viewing data iii 44 ACUTE ii tan E A a 44 Adding new activity type and viewing data ses 44 A A 44 CUrre Aclantis 45 Adding new currency and viewing data ccconoccnononnonaconenarononarononarononorononornonarononarononarenonaronono 45 CUPECTICY A alent a Al Ne ue ui donate 45 A e E Nene EE E A we 46 Database Sens oa 47 Starting LawTime LawTime start
27. ols gt Options gt Program settings gt default activity type 36 ES Van Zoig OU mB ll 5ave andclose g X Delete 4 3 LA 4 0 General Details Cases Prices Invoices Documents new Open Print C Only active pan partner 550 00 EEK 4 assistant 400 00 EEK ooo Prices in LawTime main window Prices in LawTime main window display the table of all prices We recommend you to use customer case etc window to view the specific price you re interested in To get the best overview of the table use one of the following e Sort group filter see also on page 10 Prices View up by that columr Y Fields gt A ee a 7 Customer Case Task Empl level Employee Quick selections ldine tunnihind 650 00 EEK Tunnitasu alusel OU Van Zoig ose Zoig HH IT 450 00 O Van Zoig __ HeidiHansar Selections Zoig HH 450 00 O Van Zoig __ HeidiHansar Act type al y Assistant 1 500 00 O Van Zoig Nikon partner HH phone 600 00 EEK phonecall Nikon Paitner Heidi Hansar LA Currency EEK Customer tal Case all Empl level all Employee all M Active C Only applied strictly to selection Display l ay Activities 8 Customers Y Cases ve Invoices _ aaaaaaaaaaaaaaaauaaasasasasasasassssssssusssi iIit cy PUS LEURS A 8 Heidi Hansar Yan Zoig O NUM INS CAPS e Selection panel on the left si
28. r of row and of invoice Mark the payroll date manually if it is different from the invoice date Payroll settings To save payroll settings go to Tools gt Payroll Prices You can add prices according to activity type customer case employee employee level or the combination of them You can also use different currencies Price on activity timing While entering data LawTime offers most accurate price according to this case For example if there is no price to a case LawTime offers you a price set to a customer You can also choose an implied price e g even if there is a price set to a customer you can choose a prise set to bureau You can also enter the price manually i e it s not mandatory to choose the price from database Adding new price To add new price do one of the following 1 Subdivison Prices in LawTime main window Click New to add data 2 Add open price data by a click on button in data entry window 3 Click on Customer Case Employee data window subdivision prices Window for adding a new price You can add the following e total value e currency e parameters of price used for customers cases employees employee levels 35 Make your selections and the Name field will be automatically filled by LawTime If necessary enter the Name manually To see the price in all options matching to these parameters select al Combine price
29. ral FE New Customer File Edit Help doeme ih 8 arrojo General Details Cases Prices Invoices Documents Name Address Short name Reg code VAT code Phone Fax Contact person Active Manager Heidi Hansar v on Export customer Division Wii Mail settings Newsletters Contract date C Christmas cards Contract number C Invoices by E mail Comments C No paper invoices Name the name of the customer Short name is displayed e g in LawTime main window to view activities VAT code VAT code used for this customer Division select a division for this customer Contract date the date when contract was signed Contact number customer s contact number Comments add comments about this customer Address customer s address Active when active is checked the customer will be shown in selection lists Export customer tick the checkbox to mark customer as export customer Mail settings tick the checkbox Newsletters Christmas cards Invoices by E mail No paper invoices you need to consider when composing e mail to this particular customer 20 F 4A General Details Cases Prices Invoices Documents Default activity type use default vi Customer ID Language use default Postal address Currency use default
30. re different enter the number manually Field Duration specifies billable time Gray area shows the duration as it will be shown on invoice rounding rules applied End time is used only to display the duration in calendar start time and duration will be used for billing To calculate Duration based on start and end time press E button Enter the duration as 1h 30m You can also use 1 5h or 90m Price is automatically chosen according to selected employee customer etc e Total is calculated automatically e Comments are displayed on invoice specification e Use comment templates to simplify data entry List of comment templates come from settings Settings gt Comment templates and from comments used before e Click on to view comments entered for this customer or case To select a comment 1 doubleclick on the row 2 select a row and click paste comment or paste date and comment or 3 select a row and press enter On invoice comments with the same data will be added together as one row e Set the language in customer or case settings to see the icon EJ English near comment field Save and close e When done click dl e To hide the window click on 3 button e To pause and or continue timing click on Yu button More possibilities e You can use more than one timer at the same time This helps you to solve easily the situation when you re in the middle of longlasting wo
31. rk but one or several short term works are done at the same time Activating new timer will pause the others 1h Om 49s 1m07s e Vertical layout displays timers in a vertical view showing also customer and case information if data entered before and pause button Lawlime Om D3s e Button next to a selection area opens a menu with show all open new and refresh options e Button next to selection area opens a calendar to select the time and date e Click on timer to hide the data entry window timer will remain paused e To pause or and continue timing do one of the following 1 Press on arrow next to timer click pause Do the same to exit pause u Pause x Cancel Customer s documents cer FG 11 47 2 Click and hold the left mouse button on timer to start or exit pause 3 To pause the timer click on rch and to continue timing click on Su LawTime e Press Save and new to save work and leave data entry window open Use this option with the same data for example 1 If in addition to hourly rate international phonecall is billed 2 If same work was done by several employees Main window LawTi X Ao X Press left button to open main window The structure of main window Cana b Dl lay 1 ay Work WEEK jweek i nonth _ Table Refresh Search for customer or case Activities Activities lt Tunnitasu alusel Heidi Hansar 1 08 2008 11 08 2008 View arte dR tio
32. s automatically when you start your computer If you have closed LawTime manually start the program by clicking LawTime icon O 12 59 LawTime small window LawTime small window LawTi X has two main functions 1 Clock button starts new timer 2 Leftmost button opens LawTime main window Close El button hides LawTime window To display it again click on LawTime icon 1 LawTime ad LawTime window is now hidden Click on LawTime icon to display it again If you close the program before saving data the unsaved timers will remain active until you restart the program Right click on timer opens a menu Lawlme Pause Cancel Hide Lawtime Search For customel Start timer Settings Close LawTime Timing Starting the timer Press the clock button LawTi Enter Click on timer opens a data entry window and timer stops the data New activity Save and close a E Continue timing m E 1 Employee Heidi Hansar Customer Van Zoig O Case LawTime Activity type Tunnitasu alusel Start End Duration Price Total EEK 25 05 2009 9 14 25 05 2008 15 55 3h 24m 305 3h 25m 600 EEK Zoig 2 050 00 Comments a AS WW 1602 Enter select relevant data about customer case etc Do one of the following select from list start typing in list box for quick search If the measured time and actual duration of the work a
33. se Payroll open the invoice and click on the tab 13 invoice No 200905005 y File Edit Invoice settings Help save E 3 4 Ey 61 Sena e mail 4 Ba Y Invoice Specification Customer Van Zoig OU Confirmed C Case LawTime InvoiceNo 200905005 Postal address Riia mnt 181a a Date 27 05 2009 Tartu Due date Currency EEK FT Contract Fete Issued by Heidi Hansar Division LawTime 38 Add row Lisa reale Delete row E E z Hidden Specification Jobs according to agreemert 32 13 Invoice No 200905005 File Edit Invoice settings Help save FS SLB E gi Send e mail 4 Ea ard E Confirmed Payroll date Employee Comment Duration Invoice sum or row of invoice Total E Remainder __ 50000 1000 om A e Click on Add row opens a pop up menu with options nvoice expenses and Other expenses e Add a row Invoice expenses to attach direct costs of the invoice to the payroll These are the activities wich activity type see also on page 44 is set as expense e Add a row Other expenses to add expenses manually e Click on Add employees opens a pop up menu with options Worked on this invoice and Customer Manager e To delete a row mark rows and press 2 button e Click button to print the table e Click LE button to save the table to Excel 33 The structure of the table The rows of the table At first there is one row header in the
34. vels Click New to add new employee level Click on employee level name to open data 2 To add open employee level data click on button in any place LawTime offers a choice employee level Employee level data e General Name short name comments gt Partner File Edit Help Save andclose Gf A a PA General Privileges Prices Name Partner Short name partner Comments e Privileges Employee level oriented privileges These are default privileges for entire group of this employee level Define specific privileges in employee window e Prices List of prices attached to employee levels See also e Employees on page 39 e Prices on page 32 40 e See user privileges below Privileges Privileges on two levels Privileges are either allowed or denied employee cannot enter or change privileges User privileges are set on two levels e Employee level oriented privileges These are default privileges for entire group of this employee level E g employee level Partner is allowed to view and edit other user s activities Activities View other user s activities Edit other user s activities e Specific privileges of employee E g employee level Partner is allowed to view and edit other user s activities but you can untick the checkbox in privilege window and this particular Partner does not have this privilege anymore Activities Yiew other user s act
35. w General Details Prices Tasks Invoices Documents Case Short name Customer Contact Employee Heidi Hansar Opposing side Division Contract date Contract number Active Comments Case the name of the case required Short name is displayed e g in LawTime main window to view activities otherwise the name may take too much room in table Customer connected to this case Contact the name of a company and or person who represents the customer Employee name of a person connected to this case Opposing side opposing side of this case Division subdivisions used to differentiate customers cases employees and invoices Contract date the date when contract was signed Contract number the number of contract connected to this case When composing the invoice after selecting customer LawTime offers you a list on contract numbers to select Comments add comments to this case Comments are shown in main and case window Active when Active is checked the case will be shown in selection lists e g when entering the data 24 DER General Details Prices Tasks Invoices Documents Default activity type use default Ye Customer ID Language use default w Postal address Currency use default Invoice due days YAT calculation use default s Invoice layout use default v han Invoice letterhead use default
Download Pdf Manuals
Related Search