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Written by Neil Johnson and Jeff Krause, creators of the Time Matters® Boot Camps. Our Time Matters Cheat Sheets are a fast and easy way to get you started with Time Matters, are perfect for training handouts, and great as a quick reference guide for commonly performed tasks. Pricing: $100- Available as a PDF. Print as many copies as you need. For more
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Written by Neil Johnson and Jeff Krause, creators of the Time Matters® Boot Camps. Our Time Matters User Guide is the premier "how-to" instruction manual on the market and covers all versions of Time Matters. With over 250 pages of step-by-step instructions, it is perfect for new and experienced users alike. Pricing $30- TM “How – To” Guide
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Practice Area Templates for Time Matters/Total Practice Advantage Taking Time Matters to a whole new level of productivity and efficiency Tired of using the one size fits all setup that ships with Time Matters? Frustrated that Time Matters isn’t as easy to use as you would like? Concerned that a custom-tailored Time Matters configuration is too
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Roger, If you want your pre-bill to look just like your bill, you can accomplish that in another way. Simply run your bills like you normally do, print them, but click the Cancel button when you are asked to Post the bills. TM will treat this as though the bills were never run and your "pre-bills" will look just like your bills.
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Micah, You can do budgets in BM+. They can be found under File, Setup, Accounting Options, Budgets. There is currently no drill-down capability on financial reports as you had in QuickBooks however. The easiest thing to do is probably run a P&L from last year and input the number for each GL account into the budget setup screen. BM+ will automatically
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Kevin, Since you are using BM, be careful deleting your projects since it will affect your ability to run billing reports on those "missing" projects. Many of our clients like to report on past projects to see trends in their business and other management level reporting. If you delete the projects, you will be unable to do that with project
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Michael, One easy thing to try is to reset the Outlook integration at the workstation level. To do so, first close Outlook (in fact, reboot your machine to ensure Outlook and other apps are not running). In TM, go to File, Setup, General, Workstation Level. Click the Additional Program Setup button, then uncheck the "Outlook 2000 and Later"
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Richard, The TM portion of the maintenance cannot be scheduled. However, your post hints that you are running TM Enterprise. If you are running this under SQL Server, then you can set up a maintenance routine in SQL Enterprise Manager that will automatically run maintenance at regular intervals. It will also do automated backups of your data throughout
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The example below is a formula we've used on the main date field of a record in Crystal, in this case an Event record's Date field. Date (1800,12 ,28 )+{Event.DATE} This will convert a date from the Clarion format to a date that makes sense in a report. HTH, Neil