The range of options depends upon the Costing Type (Commercial or Professional - see above) and on the exact configuration of the system.
Click on an option above to see the individual help topic, or see the descriptions below:
•Clients - view and edit client details
•My Clients - a 'favourites' list useful for timesheet posting
•Client Categories - view and edit client categories
•Matters (Professional Type) - view and edit matters
•Invoicing - produce invoices that can be allocated against costs and interface directly to accounting systems
•Client Reports - view and run client reports
•Contacts - view all client contacts
•Consolidate Costs (Professional Type) - consolidate past postings into a brought forward balance
•Prospective Clients - view (and mark as live) prospective clients
•Dormant Clients (Professional Type) - view (and reactivate) dormant clients
•Deleted Clients (Professional Type) - view (and reinstate) deleted clients
•Invoice Paragraphs - view and edit standard paragraphs that can be used when producing invoices
