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1
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- Presented by
- Arita B. Sims
- A.B. Sims LLC
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2
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- See all records for a contact on a single screen. You may set the focus date or a date
range for the records displayed.
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3
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- See all records for a matter on a single screen. Each user may set his
or her own options for Journals controlling focus date, date range,
record types, number of columns and fields displayed.
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4
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- You can now receive a message when certain actions are taken in Time
Matters. In the example shown
here, a Message shows on the firm administrator’s screen when a client
has been deleted from Time Matters.
- The next slides for another for using this powerful new feature.
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5
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- This slide shows the setup, and display of a matter-specific monitor. It warns timekeepers not to enter
billing entries for the matter.
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6
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- You can now synchronize Matters with your Palm PDA, and enter Billing
records on the Palm that will go to Time matters or Billing Matters when
your run the synchronization.
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7
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- You can now enter Billing records on the BlackBerry that will go to
Time Matters when your run the synchronization.
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8
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9
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- See who’s in the office with the In/Out Board. Users returning to the office will be
prompted to sign themselves in when they open Time Matters.
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10
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- Filter and Sort Options expand scope of reports.
- Updated Feature Package of Editable Standard Reports
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11
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- Access RSS Feeds from within Time Matters. You may also add a Newsreader panel to
you’re the Time Matters Personal Journal.
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12
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- LEDES 2000 Electronic Billing Support
- Period Restrictions (see next slide)
- Access to A/R Tab, Transaction and Invoice Lists added to Security
- Billing Matters Plus:
- Auto Entry Form for General Journal Entries
- Account Balances added to Security
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13
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- Prevents entry of transactions outside of the designated date
range. This does not include
billing records. Transactions
include: Payments, Credits, Write-Offs, Invoices, and Journal Entries.
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14
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Notes
