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Tip of the Month

Tip 1: Terminated Fee Earners are not appearing in the drop down list in Fee Earner console

If you are having difficulty locating a terminated employee in the Fee Console please follow the following steps.

1. From Advance Applications open the Fee Earner console

2. Click on the Filter button next to the Fee Earner name drop down list

3. A new window will open.

4. Click on Clear Filter (By default, the system filters out all Fee earners with Termination Dates)

5. Type the symbol ‘ * ’ in the drop down list and press RETURN on the keyboard - this should list all Fee Earners in the organisation, including all those Terminated.

Note: When you close out of the Fee Earner console, the Filter will be reactivated automatically. Terminated Fee Earners will be hidden again next time you access the Fee Earner console.

Tip 2: How to automatically POST timesheets

You may wish to ensure that all your employees are posting their timesheets in a timely manner. To assist Practice Mangers with this task we have included the option/setting to Force Post Timesheets.

1. From Advance Applications go to the System and User Settings console

2. Click on View settings and select System

3. Highlight TIMESHEET

4. On the right panel, set ForcePost to True.

5. Then simply exit out.

Note: These changes will apply automatically to ALL Fee Earners using Timesheets. When they exit the Timesheet console their timesheets will automatically post.