User contributions for Bradley Smith

1 May 2025

• 10:0310:03, 1 May 2025 diff hist +201‎ Desktop:Tab ‎No edit summary current Tag: Visual edit
• 09:5409:54, 1 May 2025 diff hist +140‎ Matter:Role ‎No edit summary current Tag: Visual edit

17 April 2025

• 15:5415:54, 17 April 2025 diff hist +956‎ Release Notes ‎No edit summary Tag: Visual edit
• 15:0515:05, 17 April 2025 diff hist +1,156‎ N Release Notes Build 250106 ‎ Created page with "*'''Accounting''' **[Fix] Creditor invoice totals incorrect. **[Fix] Transaction validation criteria. **[Fix] Transfer transactions missing bank narration field (Desktop App). **[Change] Transaction listing is now an exportable report. **[New] Options dialog for EOY Rollover Journal (Desktop App). *'''Billing''' **[Change] Time records can be marked non-chargeable. **[Change] Generating documents from time records. *'''Businesses''' **[Fix] Matter codes when business pre..." current Tag: Visual edit
• 15:0315:03, 17 April 2025 diff hist 0‎ Desktop:Installation ‎No edit summary Tag: Visual edit
• 12:0512:05, 17 April 2025 diff hist +124‎ Brief ‎No edit summary current Tag: Visual edit

14 April 2025

• 15:4715:47, 14 April 2025 diff hist +646‎ N Fee Earner Type ‎ Created page with "For the purposes of billing, a '''fee earner type''' is a category to which members belong during a given period. This determines the maximum hourly and daily rates that can be charged by members for each scale. Different fee earner types can apply to a given member during different periods; e.g. upon a lawyer's admission or when reaching a more senior position. Note that assigning a fee earner type does ''not'' change a member's effective rate per hour;..." current Tag: Visual edit

1 April 2025

• 15:1215:12, 1 April 2025 diff hist +906‎ Asset ‎No edit summary current Tag: Visual edit

28 March 2025

• 16:1816:18, 28 March 2025 diff hist −1‎ Contact:Financial Entry ‎No edit summary current
• 16:1816:18, 28 March 2025 diff hist +1,744‎ N Contact:Financial Entry ‎ Created page with "{{DISPLAYTITLE:Contact Financial Entry}} '''Financial entries''' can be added to contacts, such as bank account details and payment preferences. These allow transactions to be pre-filled and may influence other behaviour such as reminders. == Types == The following types of entries relate to a specific business (only one entry is allowed in each business): * '''Payment preferences''' - Records the contact's preferred payment method and..." Tag: Visual edit
• 15:5915:59, 28 March 2025 diff hist +28‎ Contact ‎No edit summary current Tag: Visual edit
• 13:0813:08, 28 March 2025 diff hist +133‎ Workflow:Process ‎No edit summary current Tag: Visual edit

27 March 2025

• 15:2315:23, 27 March 2025 diff hist +2,811‎ Configuration:Initial ‎ →‎Workgroups Tag: Visual edit
• 13:1113:11, 27 March 2025 diff hist +82‎ Configuration:Initial ‎No edit summary Tag: Visual edit
• 13:0113:01, 27 March 2025 diff hist −1‎ Configuration:Initial ‎No edit summary
• 13:0113:01, 27 March 2025 diff hist +1,919‎ Configuration:Initial ‎No edit summary Tag: Visual edit
• 12:1412:14, 27 March 2025 diff hist +70‎ Brief ‎ →‎Creating a Bundle Tag: Visual edit
• 12:1312:13, 27 March 2025 diff hist +50‎ Document ‎ →‎Transformations current Tag: Visual edit

14 March 2025

• 14:2914:29, 14 March 2025 diff hist +1,394‎ Brief ‎No edit summary Tag: Visual edit

12 March 2025

• 11:4911:49, 12 March 2025 diff hist +909‎ Calendar Item ‎No edit summary current Tag: Visual edit
• 11:4611:46, 12 March 2025 diff hist +882‎ Task Item ‎No edit summary current Tag: Visual edit
• 11:4611:46, 12 March 2025 diff hist +276‎ How-To:Appointment ‎No edit summary current Tag: Visual edit
• 11:4311:43, 12 March 2025 diff hist +97‎ How-To:To-Do ‎No edit summary current Tag: Visual edit
• 11:4111:41, 12 March 2025 diff hist −1‎ How-To:Task ‎No edit summary current
• 11:4111:41, 12 March 2025 diff hist +104‎ How-To:Task ‎No edit summary Tag: Visual edit
• 11:3611:36, 12 March 2025 diff hist +14‎ Desktop:Operation ‎No edit summary current Tag: Visual edit

7 March 2025

• 17:1617:16, 7 March 2025 diff hist +50‎ Brief ‎ →‎Bottom-Up Tag: Visual edit
• 17:1417:14, 7 March 2025 diff hist +614‎ Brief ‎No edit summary Tag: Visual edit
• 11:1711:17, 7 March 2025 diff hist +43‎ Main Page ‎No edit summary current Tag: Visual edit
• 11:1611:16, 7 March 2025 diff hist +59‎ Desktop App ‎No edit summary current Tag: Visual edit
• 11:1311:13, 7 March 2025 diff hist −1‎ Desktop:Navigation Pane ‎No edit summary current
• 11:1311:13, 7 March 2025 diff hist +1,010‎ N Desktop:Navigation Pane ‎ Created page with "{{DISPLAYTITLE:Navigation Pane (Desktop App)}} The '''navigation pane''' provides access to the various views available within a particular tab in the Desktop App. It is presented as a tree, with related views grouped/collapsed under a common heading (e.g. billing). Some views (e.g. documents) allow further navigation, such as to specific folders or alternative presentation modes...." Tag: Visual edit
• 11:0111:01, 7 March 2025 diff hist −1‎ Desktop:Backstage ‎No edit summary current
• 11:0111:01, 7 March 2025 diff hist +2,022‎ N Desktop:Backstage ‎ Created page with "{{DISPLAYTITLE:Backstage (Desktop App)}} The '''backstage''' area is a feature of the ribbon interface used by the Desktop App. It can be opened via the ''File'' button and provides access to various functions relating to the operation of the Desktop App itself (as opposed to ContactsLaw more generally). == Common Functions == === Recent === Shows a list of recent contacts, matters and documents. These may be sourced from di..." Tag: Visual edit
• 10:4110:41, 7 March 2025 diff hist −1‎ Desktop:Startup ‎No edit summary current
• 10:4110:41, 7 March 2025 diff hist +1,418‎ N Desktop:Startup ‎ Created page with "{{DISPLAYTITLE:Startup (Desktop App)}} During '''startup''', the Desktop App performs a number of operations before eventually showing its main window. These include: * Checking for '''updates''' (from the [https://apps.microsoft.com/ Microsoft Store]) * Installing/updating '''plug-ins''' * '''Authenticating''' with CPMS ID * Directing the user to select a '''business''' == Multiple Instances == If the D..." Tag: Visual edit
• 10:1110:11, 7 March 2025 diff hist −1‎ Desktop:Main Window ‎No edit summary current
• 10:1010:10, 7 March 2025 diff hist +822‎ N Desktop:Main Window ‎ Created page with "{{DISPLAYTITLE:Main Window (Desktop App)}} The '''main window''' displays tabs for various resources and provides access to all functionality in the Desktop App. It is associated with a particular business, which you select either during startup or via the ''New Window'' command. You can open multiple windows for different businesses. When following certain links or navigating to items belonging to a different business, Con..." Tag: Visual edit
• 09:5909:59, 7 March 2025 diff hist −2‎ Desktop:Tab ‎ →‎Subscription Tag: Visual edit
• 09:5309:53, 7 March 2025 diff hist +658‎ Desktop:Tab ‎No edit summary Tag: Visual edit

5 March 2025

• 16:2816:28, 5 March 2025 diff hist +76‎ DMS App ‎No edit summary current Tag: Visual edit
• 15:5515:55, 5 March 2025 diff hist +22‎ CPMS ID ‎No edit summary current Tag: Visual edit
• 15:4315:43, 5 March 2025 diff hist +2‎ ContactsLaw ‎No edit summary current Tag: Visual edit
• 15:4215:42, 5 March 2025 diff hist +15‎ ContactsLaw ‎No edit summary Tag: Visual edit
• 15:4115:41, 5 March 2025 diff hist −108‎ ContactsLaw ‎No edit summary Tag: Visual edit
• 15:2015:20, 5 March 2025 diff hist +21‎ ContactsLaw ‎No edit summary
• 15:1915:19, 5 March 2025 diff hist +69‎ ContactsLaw ‎No edit summary

4 March 2025

• 16:4616:46, 4 March 2025 diff hist +960‎ Brief ‎No edit summary Tag: Visual edit
• 16:2516:25, 4 March 2025 diff hist +158‎ CL-APP Protocol ‎No edit summary Tag: Visual edit
• 16:1116:11, 4 March 2025 diff hist −4‎ CL-APP Protocol ‎No edit summary Tag: Visual edit