How to use quick actions (Barrister)

How barristers can use quick actions in BarBooks for Chambers

The guide and video below, will walk you through how to create a task, start the timer immediately and request for an invoice to be issued or chased through the Quick Actions function.

1. Click on the “Quick Actions” button at the top of the screen. 
2. Select the relevant option.
3. Select "Create A Matter" and fill out the relevant information. 
4. “Create a Task” or “Start Timer Immediately” - Both options will allow you to create a task.  “Start Timer Immediately” will activate the Timer as soon as the Task is created. 
5. Select “Request To Issue Invoice” or “Request To Chase Invoice”.
6. Select “Request” next to the relevant Matter you wish to issue or chase. 
7. You can also select "Edit" next to the relevant Matter to provide your Clerks with more information such as selecting which Tasks, Disbursements to include in the Invoice and upload any documents OR which Invoices within the Matter to chase. 
8. This will automatically send a request within BarBooks to the relevant clerk to issue or chase as appropriate.