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.- Click on the “Quick Actions” button at the top of the screen.
- Select the relevant option.
- Select “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.
- Select “Request To Issue Invoice” or “Request To Chase Invoice”.
- Select “Request” next to the relevant Matter or Invoice you wish to issue or chase.
- This will automatically send a request within BarBooks to the relevant clerk to issue or chase as appropriate.