User Guides

Knowledge Base > User Guides

Billing Reports

WorkSpace Portal General Usage Guide

Recurring Billing

WorkSpace Portal Initial Setup

Global Invoice Options – Options Tab

WorkSpace Portal Kiosk Options

Project Interface

Creating Projects for Clients

Creating a Project Definition

What is an Assignment?

Creating Deposit Slips

Auto Applying Payments

OfficeTools WorkSpace Layout

Sales Tax Regions

Debit Memos

Creating an Assignment Group

Credit Memos

What is a Category?

What is a Work Code?

Value Billing

Progress Billing

What is a Call?

Bill To Contacts

AIMI Interface

Billing Tiers & Multipliers

How Does the DMS Work?

What is a To-Do?

Global Document Settings – Copying Tab

Calls Interface

Global Invoicing Options – Descriptions Tab

Global Invoicing Options – Aging Tab

Undocking the Schedule

Global Project Settings – Assignment Reminders

Global Project Settings – Budget Alerts Tab

My Settings

Global Payroll and Time Settings – Other Settings Tab

Creating Relationships

How to Enter Beginning Balances

Tracking a Client Payment

Missing Info Setup

Document Management’s Drop Folder

Global Document Settings – Folder Options

Global Invoicing Options – Format Tab

How to Unhide a Contact

Global Project Settings – Assignment Options

How to Add Staff Members

Global Project Settings – Projects Reminders Tab

WorkSpace Portal Billing

Global Payroll and Time Settings – Time Settings Tab

WorkSpace Portal Time Tracking

Features of the Activity List

To-Do Interface

WorkSpace Portal Schedule Options

Hot Keys

How to Associate Rates to Work Codes

Project Manage Button

Moving a Project Through Its Workflow

WorkSpace Portal Reminders

Creating a Note

Previous Balance & Current Payments

Appointment Auto Reminders

WorkSpace Portal Client Data Usage

Global Invoice Options – Late Fees

esignatures Setup

Lacerte Integration – Setup and Configuration

Lacerte Integration – Syncing Client Information

Lacerte Integration – Viewing Lacerte Status in Corresponding WorkSpace Tax Return Project

Lacerte Integration – Importing Invoice Amount from Lacerte into WorkSpace

How to Add a Contact

Outlook Sync – Contact Sync

Outlook Sync – Tasks

Outlook Sync – Schedule

Outlook Sync – Mail Import

How to Assign WIP to an Existing Invoice

File Names vs. Name

Global Document Settings – Other Settings Tab

Staff Time Sheet Reports

Introduction to Contacts

Introduction to Reports

Checklists

Creating a To-Do

Introduction to Time

Creating an Appointment

Invoice Export

Global Payroll & Time Settings – Payroll Settings Tab

Utilizing the More Contacts Button

Time Export

Introduction to Billing

Contact Groups

PDF Printer Driver

Global Invoicing Options

Custom Fields

QuickBooks Sync – Setup

Contact Reports

Budgets

Project Reports

Global Schedule Options

Schedule Interface

Letterhead Options

Introduction to OfficeTools WorkSpace

Bank Info Options

Global Email Options

Global Email Templates

How to Track Time

Creating a New Document

Difference Between Projects & To-Do’s

Syncing Client Data

Global Contacts Settings

Global Projects Settings – Project Options Tab

Producing Late Fees

Document Reviews

Holidays and Event Types

How and When to Use Checklists

Creating Labels and Envelopes

My Company Information and Settings Screen

Global Letterhead Settings

Notes Interface

How to Create a Work Code

Payment Import & Export

What is a Project?