Basic Training
Table of Contents
Introduction
About this Training Guide
Course Objectives
How to Get the Most from this Course ii
Terms and Assumptions ii
Using Navigators iii
Typical Monthly Sequence of Operations v
Other Training Services v
Credits vi
Training Guide Premise vi
Section 1: Defining Timekeeper, Task, Expense, and Client Names
Defining Timekeepers 1-
Premise Continued 1-1
Exercise l.l aAdding a Timekeeper 1-1
Exercise 1.l b Adding a Timekeeper 1-3
Defining Tasks and Expenses 1-
Premise Continued 1-3
Exercise l.2a Adding a Task 1-3
Exercise l.2b Adding a Task 1-5
Premise Continued 1-5
Exercise l.3a Adding an Expense 1-
Exercise t3b Adding an Expense 1-6
Using Template Names 1-8
Exercise 1.4 Verifying Template Information 18
Creating a Client 1-8
Premise Continued 1-8
Exercise 1.5a Adding a Client 1-9
Exercise l.5b Adding a Client 1-11
Defining References 1-12
Premise Continued 1-12
Exercise 1.6a Defining References 1-12
Exercise 1.61, Defining References 1-14
Section 2: Tracking Time and Expenses on Slips
Creating a lime Slip 2-1
Premise Continued 2-1
Exercise 2. I a Creating a Time Slip 2-1
Exercise 2. l b Creating a Time Slip 2
Creating an Expense Slip 2-7
Premise Continued 2-7
Exercise 2.2a Creating an Expense Slip 2-7
Exercise 2.2b Creating an Expense Slip 2-9
Section 3: Entering Transactions
Transaction Types 3-
Entering AIR Transactions 3-1
Entering a Payment 3
Premise Continued 31
Exercise 3. Ia Entering a Payment 3-1
Exercise 3. lb Entering a Payment 3-3
Entering a Reverse Payment 3-4
Premise Continued 3-4
Exercise 3.2a Entering a Reverse Payment 3-4
Exercise 3.2b Entering a Reverse Payment 3-5
Section 4: Reports
Add a Report wizard 4-2
Premise Continued 4-2
Exercise 4.1 Generating a Slip Listing with the Add a Report wizard 4-2
The Pre-bill Worksheet 4-
Premise Continued 4-8
Exercise 4.2a Generating a Pre-bill Worksheet 4-8
Exercise 4.2b Generating a Pre-bill Worksheet 4-10
Section 5: Bills
Using Billing Assistant 5-1
Billing Assistant Pages 5-1
Premise Continued 5-2
Exercise 5.1 Using Billing Assistant 5-2
Using Firm Assistant 5-5
Premise Continued 5-5
Exercise 5.2 Using Firm Assistant 5
Generating a Bill 5-6
Premise Continued 5-6
Exercise 5.3 Generating a Bill 5-6
Approving a Bill 5-7
Premise Continued 5-7
Exercise 5.4 Approving a Bill 5-7
Printing an AIR with Running Balances Report 5-8
Premise Continued 5-8
Exercise 5 - Printing an NR with Running Balances Report 5-8
Basic Training Guide
Section 6: Speeding Data Entry
Shortcuts 6-
Selling Slip Defaults 6-
Premise Continued 6-1
Exercise 6.1 Setting Slip Defaults 6-1
Changing the Default Tab Order 6-2
Premise Continued 6-2
Exercise 6.2 Changing the Default Tab Order 6-2
Creating an Abbreviation 6-3
Premise Continued 6-3
Exercise 6.3 Creating an Abbreviation 6-3
Changing Transaction Phrase Defaults 6-4
Premise Continued 6-4
Intermediate Training
Table of Contents
Introduction
About this Training Guide
Course Objectives and Training Guide Premise
How to Get the Most from this Course ii
Terms and Assumptions ii
Other Training Services v
Credits v
Section 1: Settings 1-1
Custom Fields 1-
Premise Continued 1-
Exercise 1.1 Creating a Custom Field 1
Database Terminology 1-3
Exercise 1.2 Changing Database Terminology 1-3
Bill Messages 1-4
Exercise 1.3 Editing a Bill Message 1-4
Exercise 1.4 Creating a Bill Message 1-5
Template Names 1-5
Exercise 1.5 Setting New Client Defaults for Client Projects 1-5
Section 2: Clients 2-
New Clients 2-1
Premise Continued 2
Exercise 2.1 Creating a New Client 21
Searching the Database 2-3
Premise Continued 2-3
Exercise 2.2 Searching for Conflicts of Interest 2-3
Importing Client Information 2-5
Premise Continued 2-5
Exercise 2.3 Importing Rate Information 2
Billing Arrangements 2-7
Premise Continued 2-7
Exercise 2.4 Setting Up a Billing Arrangement 2-7
Exporting Client Information 2-9
Premise Continued 2-9
Exercise 2.5 Exporting Flat Fee Information 2-9
Section 3: Bills. 3-1
Reprinting Bills 3
Premise Continued 3-
Exercise 3.1 Reprinting a Saved Bill Image 3
Undoing Approval 3-3
Premise Continued 3-3
Exercise 3.2 Undoing an Approved Bill 3-3
Bill Formats 3-4
Premise Continued 3-4
Exercise 3.3 Changing the Bill Format 3-4
Report Designer 3-6
Premise Continued 3-6
Exercise 3.4 Changing the Bill Template 3-6
Section 4: Reports 4
Types of Reports 4-1
Creating Reports 4-2
Premise Continued 4
Exercise 4.1 Printing a Report with Default Settings 4-2
Selecting Data to Include on a Report 4-4
Premise Continued 4-4
Exercise 4.2 Using the Selection Page 4-4
Choosing Your Sort Order 4-7
Premise Continued 4.7
Exercise 4.3 Using the Sorting Page 4-7
Formatting the Report (Options and Formats) 4-9
Report templates 4-9
Premise Continued 4.9
Exercise 4.4 Changing Report Formats 4
Premise Continued 4-Il
Exercise 4.5 Changing the Font on a Report Section 4-11
Saving and Retrieving Selections 4-13
Premise Continued 4-13
Exercise 4.6 Saving Report Selections 4A3
Exercise 4 Retrieving and Using a Template 4-16
Overview of Additional Reporting Capabilities 4-17
Section 5: Security. 51
Global Security 5-1
Premise Continued 5-2
Exercise 5.1 Establishing Global Security Settings 5-2
Security Profiles 5.3
Premise Continued 5-3
Exercise 5.2 Establishing Security Pm files 5-3
Premise Continued 5-5
Exercise 5.3 Assigning Security Profiles 5-5
Intermediate Guide
Section 6: Protecting Your Data. 6
Backing Up and Restoring Data in a Paradox Database 6-
Premise Continued 6-1
Exercise 6.1 Backing Up the Paradox Database 6-1
Premise Continued 6-3
Exercise 6.2 Restoring the Paradox Database 6
Backing Up and Restoring Data in an MSDE Database 6-4
Premise Continued 6-4
Exercise 6.3 Manually Backing Up the MSDE Database 6-4
Premise Continued 6-6
Exercise 6.4 Restoring the MSDE Database 6-6