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Articles on:TimeSmart
Logging time, managing invoicing, WIP, tasks and projects.

Categories

  • User Settings
  • Client Portal Manager
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  • PlanSmart
  • DocShareSmart
  • TimeSmart
  • DebtorSmart
  • ClientSmart
  • SecSmart
  • Integration Sync Options
  • DreamTax IPR6 Bulk Submissions
  • KickStart
Projects
  • Create a Project
    A Guide on how to Create a Project.Some readers
  • Projects Report
    A Guide on how to use the Projects Report.Some readers
  • Managing Project Phases
    A Guide on how to manage Project Phases.Few readers
  • Manage Project File Categories
    A Guide on how to Manage Project File Categories.Few readers
  • Managing Project Boards
    A guide on how to manage project boards.Few readers
  • Edit a Project
    Click on TimeSmart Select Projects Click on Projects Report Filter the report as needed Click on Search (https:/Few readers
  • Reinstate Project
    A Guide on how to Reinstate a project.Few readers
Tasks
  • Add Task
    A Guide on how to Add a Task.Some readers
  • View and Update Tasks
    A Guide on how to View and Update Tasks.Few readers
  • Add Task Notes
    A Guide on how to Add Task NotesFew readers
Log Time
  • Log Incidental Time
    A guide on how to log incidental time.Some readers
  • Log Project Time
    A guide on how to log Project Time.Few readers
Disbursements
  • Approve Disbursements
    A Guide on how to approve disbursments.Few readers
  • Log Disbursements
    A guide on how to log disbursements.Few readers
Invoicing
  • Add Invoice Email Signature
    A Guide on how to Add Invoice Email Signature.Some readers
  • Edit Invoice Signature
    A Guide on how to Edit the Invoice Signature.Some readers
WIP
  • WIP Authorization
    A Guide on WIP Authorization.Few readers
  • Logging WIP Opening Values
    A guide on how to log WIP Opening Values.Few readers

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