{"id":201,"date":"2013-11-05T19:19:37","date_gmt":"2013-11-05T19:19:37","guid":{"rendered":"http:\/\/www.certifiedresourcesnetwork.com\/?p=201"},"modified":"2013-11-05T19:19:37","modified_gmt":"2013-11-05T19:19:37","slug":"an-overview-of-document-access-in-timeslips-2012-or-higher","status":"publish","type":"post","link":"https:\/\/www.certifiedresourcesnetwork.com\/wp\/?p=201","title":{"rendered":"An Overview of \u201cDocument Access\u201d in Timeslips 2012 or Higher"},"content":{"rendered":"

The billing process for many firms today includes more than the typical time entry input, edits, and invoice generation. \u00a0Many firms are being required to attach copies of receipts and individualized billing approval authorizations to their invoices. \u00a0A systematic procedure has to be implemented in order to track client documents and invoice attachments. \u00a0Timeslips addresses the need to track these documents in version 2012 and higher using a feature called, “Document Access.”\u00a0\u00a0The feature automatically creates a document folder for each Timeslips client. \u00a0You can store documents such as scanned receipts, digital copies, and\/or PDF generated bills and statements in these folders.<\/p>\n

CLIENT FOLDER NAME AND PLACEMENT:<\/strong><\/span><\/p>\n

<\/strong>You will find the preference settings for this feature under the\u00a0Setup<\/em>\u00a0menu and then by choosing \u201cDocument Locations<\/em>.\u201d\u00a0 The default setting for folder placement can be changed per your specifications (see below).<\/p>\n

\"\"<\/p>\n

You can use any name you wish for each\u00a0Client Folder<\/i>, other than the one generated by default based on the Timeslips nickname.\u00a0 In the example below a folder has been modified by using the designation, \u201cOH Mediation.\u201d \u00a0(Note, if you later change the name of the client folder again, a new folder will be generated and the old one will remain.)<\/p>\n

\"\"<\/p>\n

Should you wish, you have the\u00a0ability to designate that PDF generated bills and statements be automatically saved to subfolders within your Client Folders<\/i>. \"\"<\/p>\n

DOCUMENT REVIEW:<\/strong><\/span><\/p>\n

Reviewing any associated client documents and\/or documents saved in the Client Folders<\/em> is easy to do.\u00a0 From the\u00a0<\/span>Client Information<\/em>\u00a0dialog box, click on the file cabinet icon at the right. \u00a0 This will open the\u00a0<\/span>Document Shortcuts<\/em>\u00a0<\/em>dialog box. \u00a0Highlight the document or folder you wish to view, then click the green arrow at the top right to activate your selection. \u00a0(Note: Shortcuts can also be viewed from the\u00a0<\/span>Client List<\/em>\u00a0dialog box by highlighting the client, right clicking, and choosing \u201c<\/span>view documents<\/em>.\u201d )<\/span><\/p>\n

\u00a0<\/strong>\"\"<\/p>\n

INCLUDING SLIP ATTACHMENTS IN THE BILL PRINTING PROCESS:<\/strong><\/span><\/p>\n

There are a couple ways a slip attachment can be designated to print during a bill run. \u00a0First, a\u00a0document can be designated to print with the client’s bill directly from the\u00a0Slip Entry\u00a0<\/em>dialog box.\u00a0 From the bottom portion of the slip entry (within the Attachment<\/em> section), designate the location of the file to be attached and check the \u201cInclude attachment on bill<\/em>\u201d box as shown below.<\/p>\n

\"\"<\/p>\n

Second, an attachment can be selected for bill attachment from the\u00a0<\/span>Document Shortcuts<\/em>\u00a0dialog box.\u00a0 This is done by highlighting the document, and choosing to open the\u00a0<\/span>File Link Entry<\/em>\u00a0dialog box using the open file icon to the upper right (see below).\u00a0 Then, a check must be placed in the \u201cinclude attachment with bill<\/em>\u201d check box. <\/span>\"\"<\/p>\n

Whether you are attaching receipts, printing PDF bills or statements, or just have a need to associate a digital file with a Timeslips client, the process of attaching, managing, and printing documents becomes organized and easily accessible with the Document Access<\/em> feature.<\/span><\/p>\n

 <\/p>\n

 <\/p>\n","protected":false},"excerpt":{"rendered":"

The billing process for many firms today includes more than the typical time entry input, edits, and invoice generation. \u00a0Many firms are being required to attach copies of receipts and individualized billing approval authorizations to their invoices. \u00a0A systematic procedure has to be implemented in order to track client documents and invoice attachments. \u00a0Timeslips addresses […]<\/p>\n","protected":false},"author":2,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[10],"tags":[19,17,16,20,18,23],"class_list":["post-201","post","type-post","status-publish","format-standard","hentry","category-timeslips","tag-document-folders","tag-electronic-billing","tag-ledes","tag-receipts","tag-slip-attachements","tag-timeslips"],"_links":{"self":[{"href":"https:\/\/www.certifiedresourcesnetwork.com\/wp\/index.php?rest_route=\/wp\/v2\/posts\/201","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.certifiedresourcesnetwork.com\/wp\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.certifiedresourcesnetwork.com\/wp\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.certifiedresourcesnetwork.com\/wp\/index.php?rest_route=\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.certifiedresourcesnetwork.com\/wp\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=201"}],"version-history":[{"count":25,"href":"https:\/\/www.certifiedresourcesnetwork.com\/wp\/index.php?rest_route=\/wp\/v2\/posts\/201\/revisions"}],"predecessor-version":[{"id":250,"href":"https:\/\/www.certifiedresourcesnetwork.com\/wp\/index.php?rest_route=\/wp\/v2\/posts\/201\/revisions\/250"}],"wp:attachment":[{"href":"https:\/\/www.certifiedresourcesnetwork.com\/wp\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=201"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.certifiedresourcesnetwork.com\/wp\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=201"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.certifiedresourcesnetwork.com\/wp\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=201"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}