User contributions for Bradley Smith
3 December 2024
- 11:2111:21, 3 December 2024 diff hist +1,936 N Quote Created page with "'''Quotes''' can be created on matters and issued to clients in advance of services rendered. Multiple quotes can be associated with a particular matter, but only one can be marked as "active". The active quote is used to populate the next invoice. Quotes can be created from templates, which are associated with the workgroup. Users with sufficient permissions can also convert an existing quote into a template for fut..." Tag: Visual edit
- 10:5310:53, 3 December 2024 diff hist −12 m Invoice No edit summary Tag: Visual edit
- 10:5010:50, 3 December 2024 diff hist +321 N Disbursement Created page with "A '''disbursement''' may refer to either: * A transaction with one of the following types: ** Cash Disbursement Payment (DSP) ** Non-Cash Disbursement Journal (DSJ) * An item on a quote which anticipates the above * An item on an invoice which is derived from a disbursement transaction Category:Billing" Tag: Visual edit
- 10:4610:46, 3 December 2024 diff hist +21 Disbursement Type No edit summary Tag: Visual edit
- 10:4610:46, 3 December 2024 diff hist +1,679 N Disbursement Type Created page with "In ContactsLaw, a '''disbursement type''' represents a cash or non-cash disbursement that is frequently incurred by the business. Disbursement types serve two main purposes: * Allowing the disbursement to be included in quotes * Pre-filling details when the disbursement transaction is recorded In some cases, the system can use disbursement types to record transactions automatically, for example when processing External Order|external orders..." Tag: Visual edit
- 10:2110:21, 3 December 2024 diff hist −9 Business No edit summary Tag: Visual edit
- 10:1610:16, 3 December 2024 diff hist +879 Document No edit summary Tag: Visual edit
- 10:0510:05, 3 December 2024 diff hist +22 N Document:Destruction Redirected page to Document current Tags: New redirect Visual edit
- 10:0510:05, 3 December 2024 diff hist +2 Document Type No edit summary Tag: Visual edit
- 10:0310:03, 3 December 2024 diff hist +931 N Tag Created page with "ContactsLaw supports arbitrary '''tagging''' of many types of items (e.g. contacts, matters, documents, etc). Tags allow these items to be grouped/categorised for any purpose. Multiple tags can be applied to an item. == Recommendations == * Tags should be short and concise * Use all lowercase where possible * Prefer the singular form of a word == Usage == When adding tags, the most frequently-used tags will appear as suggestions..." Tag: Visual edit
- 09:5109:51, 3 December 2024 diff hist +21 N Contact:Relationship Redirected page to Contact current Tags: New redirect Visual edit
- 09:5109:51, 3 December 2024 diff hist +28 Contact Editor →Correspondence current Tag: Visual edit
- 09:5009:50, 3 December 2024 diff hist +21 N Individual Redirected page to Contact current Tags: New redirect Visual edit
- 09:4909:49, 3 December 2024 diff hist −31 m Contact →Types Tag: Visual edit
- 09:4809:48, 3 December 2024 diff hist +463 N Notes Created page with "Many of the items in ContactsLaw (e.g. contacts, matters, documents, etc) have provision for '''notes''', which use Markdown formatting. There is no restriction on what can be placed in the notes section, however sensitive information (such as passwords, confidential details, etc) is discouraged. When permissions are assigned liberally, many users may have access to the notes. They are not encrypted." current Tag: Visual edit
- 09:4109:41, 3 December 2024 diff hist +12 m Document Template →Assets Tag: Visual edit
- 09:4109:41, 3 December 2024 diff hist +7 Matter No edit summary Tag: Visual edit
- 09:4009:40, 3 December 2024 diff hist +20 N Party Redirected page to Matter current Tags: New redirect Visual edit
- 09:3909:39, 3 December 2024 diff hist +7 m Subscription No edit summary Tag: Visual edit
- 09:3809:38, 3 December 2024 diff hist 0 m Expression No edit summary Tag: Visual edit
- 09:3809:38, 3 December 2024 diff hist +14 m Document Template →Template Configuration Tag: Visual edit
- 09:3709:37, 3 December 2024 diff hist +14 m Template Configuration No edit summary Tag: Visual edit
- 09:3709:37, 3 December 2024 diff hist +14 m Document Template No edit summary Tag: Visual edit
- 09:3609:36, 3 December 2024 diff hist +9 Desktop:Documents View No edit summary current Tag: Visual edit
- 09:3509:35, 3 December 2024 diff hist 0 m Transaction →Transaction Types Tag: Visual edit
- 09:3409:34, 3 December 2024 diff hist +899 N Invoice Allocation Created page with "Category:Billing When an invoice is paid by means of a debtor receipt or trust-to-debtors transfer transaction, funds must be '''allocated''' in order to determine: * Which invoice(s) have been paid; and * How much sales tax (GST) is the business liable for This is particularly important when partial payments are made, or when interest has been charged on the matter. ContactsLaw allocates funds automatically by default, however this can be adju..." Tag: Visual edit
- 09:2009:20, 3 December 2024 diff hist 0 m Transaction →Transaction Types Tag: Visual edit
- 09:1909:19, 3 December 2024 diff hist +13 Time Record →Billing Tag: Visual edit
- 09:1809:18, 3 December 2024 diff hist 0 m Workflow:Process →Instances Tag: Visual edit
- 09:1709:17, 3 December 2024 diff hist 0 Workflow:Process No edit summary
- 09:1709:17, 3 December 2024 diff hist +21 N Entity Redirected page to Contact current Tags: New redirect Visual edit
2 December 2024
- 23:4523:45, 2 December 2024 diff hist +38 Supported Template Formats →Markdown (.md) Tag: Visual edit
- 23:4223:42, 2 December 2024 diff hist −5 Supported Template Formats No edit summary Tag: Visual edit
- 23:4123:41, 2 December 2024 diff hist +2 Supported Template Formats No edit summary
- 23:4123:41, 2 December 2024 diff hist +21 Supported Template Formats No edit summary
- 23:3623:36, 2 December 2024 diff hist −1 How-To:Transit Money No edit summary current Tag: Visual edit
- 23:3623:36, 2 December 2024 diff hist −1 How-To:Transit Money No edit summary
- 23:3623:36, 2 December 2024 diff hist −299 How-To:Transit Money No edit summary Tag: Visual edit
- 23:3223:32, 2 December 2024 diff hist −13 Desktop:Operation No edit summary Tag: Visual edit
- 23:3023:30, 2 December 2024 diff hist +41 How-To:Upload Document No edit summary current
- 23:3023:30, 2 December 2024 diff hist +20 How-To:Trust to Debtors Transfer No edit summary current
- 23:3023:30, 2 December 2024 diff hist +20 How-To:Transit Money No edit summary
- 23:3023:30, 2 December 2024 diff hist +41 How-To:Time No edit summary
- 23:3023:30, 2 December 2024 diff hist +20 How-To:Tag No edit summary current
- 23:2923:29, 2 December 2024 diff hist +4 How-To:Process No edit summary current
- 23:2923:29, 2 December 2024 diff hist 0 m How-To:Process Bradley Smith moved page How-To:Start Processes to How-To:Process: Consistency
- 23:2923:29, 2 December 2024 diff hist +42 How-To:Sales No edit summary
- 23:2923:29, 2 December 2024 diff hist +61 How-To:Request Payment No edit summary current
- 23:2823:28, 2 December 2024 diff hist +45 How-To:Recovery No edit summary
- 23:2823:28, 2 December 2024 diff hist +36 How-To:Record Time No edit summary current