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Combined display of all available logs of ContactsLaw Documentation. You can narrow down the view by selecting a log type, the username (case-sensitive), or the affected page (also case-sensitive).
- 15:54, 16 May 2024 Katrina Hechanova talk contribs created page Transaction stuck in pending state (Created page with "== Why is my transaction stuck in a pending state (grey)? == This problem may arise when a transaction is initially posted using a payment method which uses transaction aggregation (e.g. cash to be banked) and is subsequently changed to a payment method which is processed separately (e.g. petty cash). This may be due to a member incorrectly posting the transaction or a change of mind in regards as to how the funds are to be treated. Ordinarily, posting a receipt or pay...")
- 15:53, 16 May 2024 Katrina Hechanova talk contribs created page Aged debtors total (Created page with "== Why is the aged debtors total different to the balance on the debtors account? == The aged debtors report displays the outstanding balances for clients/files and breaks down the amounts owing according to their age. The total amount owing/owed appears in the Total column. The sum of the values in this column is displayed at the bottom of the report. This figure is not the same as the balance on the debtors controlled account, which may include other non-file transac...")
- 15:52, 16 May 2024 Katrina Hechanova talk contribs created page Disbursements balance (Created page with "== Why is the balance on the disbursements ledger exclusive of GST? == The disbursements view of the Ledgers tab for a file shows the balanced on the Unrendered Disbursements controlled account, relative to that particular file. Disbursement payments and journals credit an asset or liability account and debit both the disbursements controlled account and the relevant GST account. The amounts debited to the disbursements account are, therefore, inherently exclusive of G...")
- 15:49, 16 May 2024 Katrina Hechanova talk contribs created page Entering GST amounts (Created page with "==How do I change a GST figure without overwriting the Net figure?== ContactsLaw uses a consistent set of rules to calculate the GST figure in situations where the user is presented with Net, GST and Total columns; e.g. transaction line items, anticipated disbursements, etc. *Entering a Net figure will cause the GST figure to be recalculated (according to the configured tax rate). This will update the Total figure to (Net+GST). *Entering a Total figure will cause the G...")
- 15:46, 16 May 2024 Katrina Hechanova talk contribs created page Maximum amount allowed on trust transfers (Created page with "==Debtor receipts allow me to record overpayments (i.e. where the receipted funds are greater than the amount owing on the file), but trust transfers do not. Why?== The trust transfer is a one-way transaction that moves funds from trust to general. You cannot transfer more than the available balance on trust and, likewise, you cannot transfer more than the outstanding debtor balance on the file. ContactsLaw only permits trust transfers up to and including the amount tha...")
- 15:44, 16 May 2024 Katrina Hechanova talk contribs created page Debtor receipts allow me to record overpayments, but trust transfers do not. Why? (Created page with "==Debtor receipts allow me to record overpayments (i.e. where the receipted funds are greater than the amount owing on the file), but trust transfers do not. Why?== The trust transfer is a one-way transaction that moves funds from trust to general. You cannot transfer more than the available balance on trust and, likewise, you cannot transfer more than the outstanding debtor balance on the file. ContactsLaw only permits trust transfers up to and including the amount tha...")
- 14:48, 16 May 2024 Katrina Hechanova talk contribs created page FAQS (FAQS)
- 14:16, 16 May 2024 Katrina Hechanova talk contribs created page How-To:Recovery (Created page with "== How to view “Recovery” == # Open the app and go to the ''''Billing'''<nowiki/>' section. Click the arrow, then select "'''Recovery'''".none|thumb|500x500px # Input the '''financial year''' you want to see.none|thumb|500x500px # Add a '''workgroup''' and a '''member'''.none|thumb|500x500px # Click the box to include the '''previous year''' or view in '''whole dollars'''....") Tag: Visual edit
- 14:16, 16 May 2024 Katrina Hechanova talk contribs created page File:Step 4 - Recovery.png
- 14:16, 16 May 2024 Katrina Hechanova talk contribs uploaded File:Step 4 - Recovery.png
- 14:15, 16 May 2024 Katrina Hechanova talk contribs created page File:Step 3 - Recovery.png
- 14:15, 16 May 2024 Katrina Hechanova talk contribs uploaded File:Step 3 - Recovery.png
- 14:14, 16 May 2024 Katrina Hechanova talk contribs created page File:Step 2 - Recovery.png
- 14:14, 16 May 2024 Katrina Hechanova talk contribs uploaded File:Step 2 - Recovery.png
- 14:14, 16 May 2024 Katrina Hechanova talk contribs created page File:Step 1 - Recovery.png
- 14:14, 16 May 2024 Katrina Hechanova talk contribs uploaded File:Step 1 - Recovery.png
- 14:09, 16 May 2024 Katrina Hechanova talk contribs created page How-To:External Orders (Created page with "== How to view “External Orders” == # Open the app and go to the '<nowiki/>'''Billing'''<nowiki/>' section. Click the arrow, then select '''<nowiki/>'External Orders''''.none|thumb|500x500px # Add a '''date range''' — customize it for a day, week, month, quarter, year, or a specific custom date.none|thumb|500x500px # Add a provider to view the ‘'''External Orders'''’ list.File:Step 3...") Tag: Visual edit
- 14:08, 16 May 2024 Katrina Hechanova talk contribs created page File:Step 3 - External Orders.png
- 14:08, 16 May 2024 Katrina Hechanova talk contribs uploaded File:Step 3 - External Orders.png
- 14:08, 16 May 2024 Katrina Hechanova talk contribs created page File:Step 2 - External Orders.png
- 14:08, 16 May 2024 Katrina Hechanova talk contribs uploaded File:Step 2 - External Orders.png
- 14:08, 16 May 2024 Katrina Hechanova talk contribs created page File:Step 1 - External Orders.png
- 14:08, 16 May 2024 Katrina Hechanova talk contribs uploaded File:Step 1 - External Orders.png
- 14:06, 16 May 2024 Katrina Hechanova talk contribs created page How-To:Aged Debtors (Created page with " == How to view “Aged Debtors” == # Open the app and go to the ''''Billing'''<nowiki/>' section. Click the arrow, then select "'''Aged Debtors'''".none|thumb|500x500px # Input the '''financial year''' you want to seenone|thumb|500x500px # Add a '''workgroup''' and a '''member'''.none|thumb|500x500px # Group them by ‘'''Client'''’ or ‘'''Matter'''’.File:...") Tag: Visual edit
- 14:02, 16 May 2024 Katrina Hechanova talk contribs created page File:Step 4 - Aged Debtors.png
- 14:02, 16 May 2024 Katrina Hechanova talk contribs uploaded File:Step 4 - Aged Debtors.png
- 14:02, 16 May 2024 Katrina Hechanova talk contribs created page File:Step 3 - Aged Debtors.png
- 14:02, 16 May 2024 Katrina Hechanova talk contribs uploaded File:Step 3 - Aged Debtors.png
- 14:01, 16 May 2024 Katrina Hechanova talk contribs created page File:Step 2 - Aged Debtors.png
- 14:01, 16 May 2024 Katrina Hechanova talk contribs uploaded File:Step 2 - Aged Debtors.png
- 14:01, 16 May 2024 Katrina Hechanova talk contribs created page File:Step 1 - Aged Debtors.png
- 14:01, 16 May 2024 Katrina Hechanova talk contribs uploaded File:Step 1 - Aged Debtors.png
- 13:58, 16 May 2024 Katrina Hechanova talk contribs created page How-To:Record Time (Created page with " == How to Record Time == # Open the app and go to the 'Billing' section. # Click the down arrow and select "Record Time". # The recording starts automatically when the window opens, but you can pause it as needed. # Set the date and start time for the recorded time entry. # Specify the matter related to the time entry. # Add a product instance associated with the matter. # Include a description to detail the work performed during the recorded time. # Add any relevant m...") Tag: Visual edit
- 13:58, 16 May 2024 Katrina Hechanova talk contribs created page How-To:Create Invoice (Created page with "How to create an “Invoice” 1. Open the app and navigate to the 'Billing' section. 2. Click the down arrow and select "Create Invoice". 3. Enter a search term or use "This is a test". Double-click or press Enter. 4. Input the invoice date and due date for the specific person being billed, and add interest from the date. 5. Utilize the available Invoice options to include a quote, use rates as of the date, set a cut-off date, and choose whether to charge GST. 6....") Tag: Visual edit
- 13:20, 16 May 2024 Katrina Hechanova talk contribs created page How-To:Upload Document (Created page with "== How to “Upload” Document(s). == # Open the app and go to the “Document” section. Click the arrow, then select "Upload Document(s)”.none|thumb|500x500pxnone|thumb|500x500px # Then you have 2 choices, browse a file in your computer or to extract a file. none|thumb|500x500px # The file you’ve chosen will be automatically reflect on the screen...") Tag: Visual edit
- 13:20, 16 May 2024 Katrina Hechanova talk contribs created page File:Step 5 - Upload Document.png
- 13:20, 16 May 2024 Katrina Hechanova talk contribs uploaded File:Step 5 - Upload Document.png
- 13:19, 16 May 2024 Katrina Hechanova talk contribs created page File:Step 4 - Upload Document.png
- 13:19, 16 May 2024 Katrina Hechanova talk contribs uploaded File:Step 4 - Upload Document.png
- 13:19, 16 May 2024 Katrina Hechanova talk contribs created page File:Step 3 - Upload Document.png
- 13:19, 16 May 2024 Katrina Hechanova talk contribs uploaded File:Step 3 - Upload Document.png
- 13:18, 16 May 2024 Katrina Hechanova talk contribs created page File:Step 2 - Upload Document.png
- 13:18, 16 May 2024 Katrina Hechanova talk contribs uploaded File:Step 2 - Upload Document.png
- 13:18, 16 May 2024 Katrina Hechanova talk contribs created page File:Step 1.1 - Upload Document.png
- 13:18, 16 May 2024 Katrina Hechanova talk contribs uploaded File:Step 1.1 - Upload Document.png
- 13:13, 16 May 2024 Katrina Hechanova talk contribs created page How-To:Create Document (Created page with " == How to “Create” Document == # Open the app and go to the “Document” section. Click the arrow, then select "Create Document”.none|thumb|500x500pxnone|thumb|500x500px # You will be directed to the “New Document” and fill up the necessary details. none|thumb|500x500px # Add a workgroup.File:Step 3 - Create Document.png|none|thumb|566x5...") Tag: Visual edit
- 13:12, 16 May 2024 Katrina Hechanova talk contribs created page File:Step 6 - Create Document.png
- 13:12, 16 May 2024 Katrina Hechanova talk contribs uploaded File:Step 6 - Create Document.png
- 13:12, 16 May 2024 Katrina Hechanova talk contribs created page File:Step 5.1 - Create Document.png
- 13:12, 16 May 2024 Katrina Hechanova talk contribs uploaded File:Step 5.1 - Create Document.png