FAQs

Knowledge Base > FAQs

How and where do I customize the Letterhead graphic size, format, etc?

How do I add an expense to an invoice?

I have created an expense code, but where do I record my expenses?

Does WorkSpace come with a standard list of billing codes/work codes?

I added a new work code and checked the billable option, but the time card(s) do not show up as billable. Why not?

Why is my time not billable? Why is my time not showing in the Billing Time screen?

How can I show a client’s previous balance and current payments on an invoice?

Is it necessary to track my time if I strictly do value based billing?

Can invoices from my current billing system be imported into WorkSpace?

Can I view all unbilled time entries for all of my firm’s clients?

When I delete an invoice, what happens to the associated time cards (WIP)?

Can I see how many clients are synced to the portal?

Is there a way to copy/edit notes on a document that a client uploads to the portal?

Is there any way to see how large the files are that I have on the portal?

Can I run a report to see if the email addresses that I have in WorkSpace are currently synced to the clients on the portal?

I would like to invoice multiple clients or “batch bill” all unbilled time that falls within a specific date range. How can I accomplish this?

Why is the portal button disabled/grayed out?

Why can’t I download a document/file from the portal in WorkSpace (either takes too long or freezes)?

How do I integrate the portal with my website?

When downloading a document from the Portal, it causes the program to crash. What is causing this?

Why are my staff receiving an “unable to validate portal subscription … ” error when they try to upload documents to the portal?

Why is WorkSpace saying that I am not licensed for the Portal?

Why does my client portal website show, “This feature is coming soon?”

Can I use Outlook to edit the email reminders generated for the portal?

How do I scan documents into WorkSpace?

Why are my documents showing as “Missing?”

I can’t find the option to install the PDF Printer Driver or Acrobat and Office add-ins. Where is it?

Why aren’t my emails showing under the Documents tab?

My documents aren’t being stored in the correct location. How do I set the Document Management file path?

How do I change the name of a document once I have already added it?

What does “Reindex Documents” do?

What is the easiest way to view relationships or more contacts that I have created?

How do I refund a client an over payment?

If I enter a contact into Outlook, will it be imported into WorkSpace?

Why do my Outlook appointments show as “(Unspecified)” when they import into WorkSpace?

Can I input appointments on my phone and have them show in WorkSpace?

Can you have more staff in OTW than licenses purchased?

Is emailing directly from WorkSpace secure?

Does your system come with a standard list of billing codes/work codes?

Can I send a tax return to my client directly from WorkSpace?

I am looking to invoice multiple clients for unbilled time that falls withinin a specific date range. How can I easily accomplish this?

What happens to the associated WIP when I delete an invoice?

Do I have to release time from my timesheet to WIP? Is there a process of making my time available for invoicing?

Can I make a contact “inactive”?

I would like my Billable Time to be sorted by staff instead of by client. Is that possible?

How do I add items to the drop down menus of the Custom fields?

Is there any way for me to see all appointments I have had with a client in the past?

Can I change the label of the Custom Fields?

What is the Sales Tax Region?

Will the notes on my time sheet show on the invoice?

I can’t find a contact I entered but I know their social security number, can I use that to search for them?

How do I know if I have created a relationship or added an additional contact for a client?

Can I print my time sheet directly from WorkSpace?

Can I view other staff member’s time sheets?

How do I say that an individual owns a corporation in your system but still keep them as separate accounts?

Do I have to use start and end times when I am keying my time in?

A staff member accidentally hid a contact, how do I unhide them?

How do I make sure that the staff I am assigning the To-Do or Call to, is notified of it right away?

What is the Drag & Drop box for in the To-Do’s and Calls screen?

Where can I put additional email addresses for a client?

What is the difference between “Name” and “Contact” in the To-Do and Calls screen?

How can I change the phone number displayed under the Contact List for a client?

Can I add my To-Do’s and Calls to my calendar like I can in Outlook?

Why aren’t the notes from my other events located under the notes tab?

How can I change the red “File As” Letters for a contact?

Can I assign a Call or a To-Do to more than one person?

Should we put notes from a call in the Notes tab or do we need to create a call if we are just documenting a conversation?

If I delete an email out of WorkSpace that has been added through the Outlook sync, will the email be deleted out of Outlook as well?

Is it necessary to sync with QuickBooks?

With the Outlook sync, will I be notified within WorkSpace that an email has been added to the DMS?

Can I send more than one document at a time through the portal?

How would I check for upcoming appointments?

Should I set up my payroll processing as a project or a To-Do?

When using the Outlook Sync for emails, will the sync recognize alternate or dependent contacts’ email addresses for a given entity? Or does it just recognize the main contact’s email address?

Is it necessary to use the budgeting options on the project?

How do I send out an email reminder for appointments?

How do I undock my calendar?

Some staff have a Project column on their time sheet, but I don’t. How do I turn it on?

I have a bunch of old appointments I want to mark completed, can I mark them all at once?

What should I keep in mind when inputting beginning balances for aging purposes?

Can I make the activity list larger so I can see all of the items that exist?

Can I have my calendar on screen all the time but still work within WorkSpace?

Can I view other staff member’s calendars?

Can I sync contact information from my current practice management software?

Where can I put a check number from a payment so that it shows on the deposit slip?

Can I see other staff member’s activities?

How do I differentiate between the types of items on my activity list?

On the “Projects” tab, what is the difference between “Cost” and “Fee”?

Can WorkSpace reports export to an Excel spreadsheet?

What is the difference between a “project lead” and a “project manager”?

Can I use my own bank with merchant services provided with the client portal?

In what scenario would I use a “To-Do” rather than an “Assignment”?

How would I delegate work directly from the Activity List?

Does my server have to be located in my office in order to install WorkSpace?

Do I need to have Outlook and/or WorkSpace open for the Outlook sync to work?

With the Outlook sync, is there a way to be notified on my phone or mobile device when it’s my turn to begin a project assignment?

What’s the difference between an account manager and a billing manager?