The guide 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.
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