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13:07, 25 June 2024 Katrina Hechanova talk contribs created page Automatic Text Formatting (Created page with "ContactsLaw helps users to produce consistent, readable information by providing '''automatic text formatting''' for many fields within the application. Automatic formatting means that ContactsLaw will automatically change the case of the letters you type. For example, matter names will always begin with a capital letter and business names will always use title case. The following types of formatting and constraints are applied to various fields: * Permitting/disallow...") Tag: Visual edit
15:16, 21 June 2024 Katrina Hechanova talk contribs created page Profit and Loss (Created page with "ContactsLaw allows you to produce a standard '''profit and loss''' report for the general ledger accounts. The report lists all '''income''' and '''expense''' accounts with activity during the period, as well as the sum of debits and credits to each account. You can report by financial year, quarter or month, optionally including the previous financial year and/or same period in the previous year. The report also compares the actual figures to the account budgets, with...") Tag: Visual edit
15:03, 21 June 2024 Katrina Hechanova talk contribs created page Tag (Created page with " ContactsLaw provides a number of classification/categorisation mechanisms, each one specialised to suit a particular purpose; for example, industry groups. The integrity of the data in the system is maximised if these mechanisms are used only for their intended purpose. There is no value, for instance, in using the 'position' field to hold information about a contact's relationship to another person, or in storing identification numbers in telephone number fields. Whi...") Tag: Visual edit
15:21, 19 June 2024 Katrina Hechanova talk contribs created page Document List (Created page with "In ContactsLaw, the '''document explorer''' (or "Documents tab") is the central location (at either the file, contact or member scope) from which documents can be browsed, read, edited, managed, distributed and much more. The display is divided into 3 main areas: # '''Navigation bar''' - Moves between folders, creates new subfolders, switches to search mode and provides options for controlling how documents are displayed. # '''Folder list''' - Shows the hierarchy of fo...") Tag: Visual edit
15:19, 19 June 2024 Katrina Hechanova talk contribs created page Creditor (Created page with "A '''creditor''' is a contact from whom you receive invoices/statements on a regular (or semi-regular) basis. A contact becomes a creditor on the first occasion that they are used in that capacity; i.e. the posting of a disbursement journal or creditor journal. There are no special data requirements for a contact to become a creditor. They remain a creditor even if their use is suspended. In the contact's financial details editor, the '''credit/payment terms''' tab b...") Tag: Visual edit
15:18, 19 June 2024 Katrina Hechanova talk contribs created page Quote Template (Created page with "In the same manner that a direct debit template represents a pro-forma general payment, a '''cost estimate template''' is a mechanism in ContactsLaw for defining a pro-forma cost estimate. It is a selection of products and disbursements, including the quantity/charge for each, as well as an indication of which is the default product (to which time and charges are allocated in the absence of a specific choice). For each product, you can provide a more verbose descriptio...") Tag: Visual edit
15:17, 19 June 2024 Katrina Hechanova talk contribs created page Quote (Created page with "ContactsLaw includes features to help you build a '''quote''' or '''cost estimate''' on a file. This can be used to issue an upfront bill or produce an offer to provide services. A cost estimate consists of the following: * '''Products''' - A selection of fixed-price services, accompanied by an indication of whether they will be billed or may be only likely to be billed, the quantity of each and an estimated charge. * '''Disbursements''' - Disbursements which will be...") Tag: Visual edit
15:15, 19 June 2024 Katrina Hechanova talk contribs created page Conflict of Interest Check (Created page with "When a client, other party or representative is added to a file, ContactsLaw performs a check (based on existing data) to determine whether the contact poses a '''potential conflict of interest'''. = Party conflicts = A proposed party contact will be flagged as a potential conflict of interest if they have been added to any other file, active or archived, in a conflicting role: * If the contact is being added as a '''client''': ** If the contact is an individual: *** A...") Tag: Visual edit
14:53, 14 June 2024 Katrina Hechanova talk contribs created page Reconciliation (Created page with "A '''bank reconciliation''' is the mechanism by which the correctness of the transactions in ContactsLaw is verified. A bank statement is used to cross-check each transaction. When the date and amount are confirmed, the electronic transaction is ticked (included in the reconciliation). When all transactions on the bank statement have been ticked (along with any cancelled cheques that fall within the period) and the target balance, debits and credits match, the reconcilia...") Tag: Visual edit
14:51, 14 June 2024 Katrina Hechanova talk contribs created page Telephone Integration (Created page with "ContactsLaw empowers your digital or IP telephone system by controlling your extension and handset, resolving telephone numbers to contacts via caller ID and by journalling telephone calls automatically. Whenever a telephone number is displayed in the software, ContactsLaw can dial the number for you. When an incoming call arrives, you can answer or reject it from your computer. ContactsLaw's telephone integration is bidirectional; both the software and your handset re...") Tag: Visual edit
14:48, 14 June 2024 Katrina Hechanova talk contribs moved page Accounting:Chart Of Accounts to Chart Of Accounts (change title page)
14:46, 14 June 2024 Katrina Hechanova talk contribs created page Accounting:Chart Of Accounts (chart of accounts) Tag: Visual edit
13:41, 13 June 2024 Katrina Hechanova talk contribs created page Communications (Communications page) Tag: Visual edit
13:37, 13 June 2024 Katrina Hechanova talk contribs created page Addresses (created addresses page) Tag: Visual edit
14:47, 12 June 2024 Katrina Hechanova talk contribs uploaded a new version of File:Step 11.2 - Record Time.png
14:47, 12 June 2024 Katrina Hechanova talk contribs uploaded a new version of File:Step 12 - Record Time.png
14:46, 12 June 2024 Katrina Hechanova talk contribs uploaded a new version of File:Step 11 - Record Time.png
14:46, 12 June 2024 Katrina Hechanova talk contribs uploaded a new version of File:Step 10 - Record Time.png
14:45, 12 June 2024 Katrina Hechanova talk contribs uploaded a new version of File:Step 9 - Record Time.png
14:31, 12 June 2024 Katrina Hechanova talk contribs uploaded a new version of File:Step 8 - Record Time.png
14:21, 12 June 2024 Katrina Hechanova talk contribs uploaded a new version of File:Step 7 - Record Time.png
14:19, 12 June 2024 Katrina Hechanova talk contribs uploaded a new version of File:Step 6 - Record Time.png
14:18, 12 June 2024 Katrina Hechanova talk contribs uploaded a new version of File:Step 5 - Record Time.png
14:15, 12 June 2024 Katrina Hechanova talk contribs uploaded a new version of File:Step 4 - Record Time.png
14:15, 12 June 2024 Katrina Hechanova talk contribs uploaded a new version of File:Step 3 - Record Time.png
14:05, 12 June 2024 Katrina Hechanova talk contribs uploaded a new version of File:Step 6 - Create Invoice.png
14:05, 12 June 2024 Katrina Hechanova talk contribs uploaded a new version of File:Step 5 - Create Invoice.png
14:04, 12 June 2024 Katrina Hechanova talk contribs uploaded a new version of File:Step 4 - Create Invoice.png
14:03, 12 June 2024 Katrina Hechanova talk contribs uploaded a new version of File:Step 5 - Upload Document.png
14:03, 12 June 2024 Katrina Hechanova talk contribs uploaded a new version of File:Step 4 - Upload Document.png
14:02, 12 June 2024 Katrina Hechanova talk contribs uploaded a new version of File:Step 3 - Upload Document.png
14:01, 12 June 2024 Katrina Hechanova talk contribs uploaded a new version of File:Step 6 - Create Document.png
14:00, 12 June 2024 Katrina Hechanova talk contribs uploaded a new version of File:Step 5.1 - Create Document.png
13:59, 12 June 2024 Katrina Hechanova talk contribs uploaded a new version of File:Step 5 - Create Document.png
13:59, 12 June 2024 Katrina Hechanova talk contribs uploaded a new version of File:Step 4.1 - Create Document.png
13:58, 12 June 2024 Katrina Hechanova talk contribs uploaded a new version of File:Step 4 - Create Document.png
13:58, 12 June 2024 Katrina Hechanova talk contribs uploaded a new version of File:Step 2 - Create Document.png
13:55, 12 June 2024 Katrina Hechanova talk contribs uploaded a new version of File:Step 2.2 - Brief Document.png
14:57, 11 June 2024 Katrina Hechanova talk contribs uploaded a new version of File:Step 4 - Matters.png
14:48, 11 June 2024 Katrina Hechanova talk contribs uploaded a new version of File:Step 3 - Matters.png
14:42, 11 June 2024 Katrina Hechanova talk contribs uploaded a new version of File:Step 2.2 - Matters.png (updated to fake name)
14:38, 11 June 2024 Katrina Hechanova talk contribs uploaded a new version of File:Step 2.1 - Matters.png (updated to fake name)
14:24, 11 June 2024 Katrina Hechanova talk contribs uploaded a new version of File:Step 5 - Contacts.png (updated to fake name)
14:23, 11 June 2024 Katrina Hechanova talk contribs uploaded a new version of File:Step 4 - Contacts.png
14:15, 11 June 2024 Katrina Hechanova talk contribs uploaded a new version of File:Step 2 - Contacts.png
11:21, 6 June 2024 Bradley Smith talk contribs created page Dependency (Created page with "In ContactsLaw, a '''dependency''' is created whenever there is an association between two resources, such as a contact and a document. Generally, dependencies prevent those resources from being deleted (as this could have unintended consequences). However, in the case of duplicates, it may be possible to substitute the outgoing resource with an existing one. You can list dependencies for contacts, matters and documents. For other types of resour...") Tag: Visual edit
10:51, 6 June 2024 Bradley Smith talk contribs deleted page How-To:Introduction (content was: "{{DISPLAYTITLE:Introduction}} TBA Category:How-To", and the only contributor was "Bradley Smith" (talk))
10:49, 6 June 2024 Bradley Smith talk contribs deleted page How-To:Start Processess (content was: "== How to start a “Processes” == 1. Open the app and go to the 'Processes' section. 2. Then, go to the upper left of your screen and click the “Start Process” 3. Add workgroup and document type 4.", and the only contributor was "Katrina Hechanova" (talk))
10:49, 6 June 2024 Bradley Smith talk contribs deleted page Time record (content was: "#REDIRECT Time Record", and the only contributor was "Bradley Smith" (talk))
10:48, 6 June 2024 Bradley Smith talk contribs deleted page How-To:Add Matter (content was: "#REDIRECT How-To:Create Matter", and the only contributor was "Katrina Hechanova" (talk))