When users log in, the first screen that appears is the Dashboard. This screen is a summary of all the monetary, billing, and invoice information, as well as other information that may be beneficial to the user such as pending events and tasks. This can be viewed at any time by clicking "Dashboard" at the top of the screen.
At the top of the Dashboard there are three tabs:
Firm - This displays your information as a whole, regardless of how many users are on the account.
Me - This displays the logged in user's information only. Any information for other users will not be displayed.
Recent Activities - This displays any recent activities done in the program (transactions, invoices, matters, logins, etc.). This information was previously shown in the "Activities" tab.
Under Firm Dashboard:
Snapshot
This section provides counts related to unpaid, unbilled, and overdue items.
At the top of the Dashboard there are three tabs:
Firm - This displays your information as a whole, regardless of how many users are on the account.
Me - This displays the logged in user's information only. Any information for other users will not be displayed.
Recent Activities - This displays any recent activities done in the program (transactions, invoices, matters, logins, etc.). This information was previously shown in the "Activities" tab.
Under Firm Dashboard:
Snapshot
This section provides counts related to unpaid, unbilled, and overdue items.
Timekeeper Utilization
Know at all times, what has been billed, and not billed for a particular timekeeper. The date range can be changed by clicking the "Settings" icon.
Know at all times, what has been billed, and not billed for a particular timekeeper. The date range can be changed by clicking the "Settings" icon.
Balances
This chart displays the important retainer and billing balances.
This chart displays the important retainer and billing balances.
Money Finder
This section lists all matter notes, events, and tasks which are billable, but not yet billed.
This section lists all matter notes, events, and tasks which are billable, but not yet billed.
Billing Summary
This chart displays your total billed amount in relation to what has been paid for given the date range. The date range can be changed by clicking the "Settings" icon.
This chart displays your total billed amount in relation to what has been paid for given the date range. The date range can be changed by clicking the "Settings" icon.
Top 5 Clients
This breaks down your top 5 clients in regards to the total amount paid. The date range can be changed by clicking the "Settings" icon.
This breaks down your top 5 clients in regards to the total amount paid. The date range can be changed by clicking the "Settings" icon.
Under Me Dashboard:
As stated above, this displays the logged in user's information only. Any information for other users will not be displayed.
Upcoming Events
Here is a list of your upcoming events by due date. The date range can be changed by clicking the Settings Icon.
As stated above, this displays the logged in user's information only. Any information for other users will not be displayed.
Upcoming Events
Here is a list of your upcoming events by due date. The date range can be changed by clicking the Settings Icon.
Pending Tasks
Here is a listing of your pending tasks by due date.
Here is a listing of your pending tasks by due date.
Productivity
This section provides counts related to unbilled, unpaid, and overdue items.
This section provides counts related to unbilled, unpaid, and overdue items.
Both Money Finder and Timekeeper Utilization work the same way as they do on the Firm Dashboard.