User contributions for Katrina Hechanova

14:1614:16, 16 May 2024 diff hist +524‎ N 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
14:1614:16, 16 May 2024 diff hist +17‎ N File:Step 4 - Recovery.png ‎No edit summary current
14:1514:15, 16 May 2024 diff hist +17‎ N File:Step 3 - Recovery.png ‎No edit summary current
14:1414:14, 16 May 2024 diff hist +17‎ N File:Step 2 - Recovery.png ‎No edit summary current
14:1414:14, 16 May 2024 diff hist +17‎ N File:Step 1 - Recovery.png ‎No edit summary current
14:0914:09, 16 May 2024 diff hist +520‎ N 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
14:0814:08, 16 May 2024 diff hist +24‎ N File:Step 3 - External Orders.png ‎No edit summary current
14:0814:08, 16 May 2024 diff hist +24‎ N File:Step 2 - External Orders.png ‎No edit summary current
14:0814:08, 16 May 2024 diff hist +24‎ N File:Step 1 - External Orders.png ‎No edit summary current
14:0614:06, 16 May 2024 diff hist +523‎ N 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
14:0214:02, 16 May 2024 diff hist +21‎ N File:Step 4 - Aged Debtors.png ‎No edit summary current
14:0214:02, 16 May 2024 diff hist +21‎ N File:Step 3 - Aged Debtors.png ‎No edit summary current
14:0114:01, 16 May 2024 diff hist +21‎ N File:Step 2 - Aged Debtors.png ‎No edit summary current
14:0114:01, 16 May 2024 diff hist +21‎ N File:Step 1 - Aged Debtors.png ‎No edit summary current
13:5813:58, 16 May 2024 diff hist +774‎ N 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
13:5813:58, 16 May 2024 diff hist +723‎ N How-To: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
13:5713:57, 16 May 2024 diff hist +223‎ Desktop:Operation ‎No edit summary Tag: Visual edit: Switched
13:5413:54, 16 May 2024 diff hist +32‎ Desktop:Operation ‎No edit summary Tag: Visual edit: Switched
13:2013:20, 16 May 2024 diff hist +924‎ N 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|500x500px none|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
13:2013:20, 16 May 2024 diff hist +24‎ N File:Step 5 - Upload Document.png ‎No edit summary
13:1913:19, 16 May 2024 diff hist +24‎ N File:Step 4 - Upload Document.png ‎No edit summary
13:1913:19, 16 May 2024 diff hist +24‎ N File:Step 3 - Upload Document.png ‎No edit summary
13:1813:18, 16 May 2024 diff hist +24‎ N File:Step 2 - Upload Document.png ‎No edit summary current
13:1813:18, 16 May 2024 diff hist +26‎ N File:Step 1.1 - Upload Document.png ‎No edit summary current
13:1313:13, 16 May 2024 diff hist +1,094‎ N 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|500x500px none|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
13:1213:12, 16 May 2024 diff hist +24‎ N File:Step 6 - Create Document.png ‎No edit summary
13:1213:12, 16 May 2024 diff hist +26‎ N File:Step 5.1 - Create Document.png ‎No edit summary
13:1113:11, 16 May 2024 diff hist +24‎ N File:Step 5 - Create Document.png ‎No edit summary
13:1113:11, 16 May 2024 diff hist +26‎ N File:Step 4.1 - Create Document.png ‎No edit summary
13:1013:10, 16 May 2024 diff hist +24‎ N File:Step 4 - Create Document.png ‎No edit summary
13:0913:09, 16 May 2024 diff hist +24‎ N File:Step 3 - Create Document.png ‎No edit summary current
13:0913:09, 16 May 2024 diff hist +24‎ N File:Step 2 - Create Document.png ‎No edit summary
13:0813:08, 16 May 2024 diff hist +26‎ N File:Step 1.1 - Create Document.png ‎No edit summary current
13:0713:07, 16 May 2024 diff hist +24‎ N File:Step 1 - Create Document.png ‎No edit summary current
10:5510:55, 16 May 2024 diff hist +336‎ How-To:Matter ‎No edit summary Tag: Visual edit
10:5510:55, 16 May 2024 diff hist +16‎ N File:Step 3 - Matters.png ‎No edit summary
10:5310:53, 16 May 2024 diff hist +16‎ N File:Step 4 - Matters.png ‎No edit summary
10:5210:52, 16 May 2024 diff hist +18‎ N File:Step 2.2 - Matters.png ‎No edit summary
10:5210:52, 16 May 2024 diff hist +18‎ N File:Step 2.1 - Matters.png ‎No edit summary
10:5210:52, 16 May 2024 diff hist +16‎ N File:Step 1 - Matters.png ‎No edit summary current
10:4910:49, 16 May 2024 diff hist 0‎ How-To:Contact ‎No edit summary Tag: Visual edit
10:4910:49, 16 May 2024 diff hist +165‎ How-To:Contact ‎No edit summary Tag: Visual edit
10:4910:49, 16 May 2024 diff hist +17‎ N File:Step 4 - Contacts.png ‎No edit summary
10:4710:47, 16 May 2024 diff hist +17‎ N File:Step 5 - Contacts.png ‎No edit summary
10:4510:45, 16 May 2024 diff hist +22‎ How-To:Brief ‎No edit summary Tag: Visual edit
10:4510:45, 16 May 2024 diff hist +485‎ m How-To:Brief ‎ added infos and photos Tag: Visual edit
10:4410:44, 16 May 2024 diff hist +23‎ N File:Step 4 - Brief Document.png ‎No edit summary current
10:4410:44, 16 May 2024 diff hist +25‎ N File:Step 3.1 - Brief Document.png ‎No edit summary current
10:4310:43, 16 May 2024 diff hist +25‎ N File:Step 2.2 - Brief Document.png ‎No edit summary
10:4210:42, 16 May 2024 diff hist +23‎ N File:Step 3 - Brief Document.png ‎No edit summary current

16 May 2024