Section: Data Entry, Billing, & Collections
Justin makes the profit center run. He adds in the time dockets, recovers costs, sends invoices out to the client, and makes sure they get paid. He is the hands on person in PCLaw. Data Entry, Billing, and Collections details the different methods for tracking time and expenses, multiple ways to create and deliver bills, and most importantly, how to receive payment.
PCLaw 14 OnDemand Training
This session is one section out of four based on a user’s role in the PCLaw 14 OnDemand Training. The PCLaw 14 OnDemand training sessions will demonstrate fundamental concepts, and techniques to enable the user to perform PCLaw basic user level tasks. Users with a current Annual Maintenance Plan (AMP) have unlimited free access to this training for the length of their subscription. For top to bottom coverage you are welcome to register for all four sections of the training.
Lessons Available in this Suite:
• Posting Hours to the Time Sheet
• Recovering Soft Costs
• Creating Pre-Bills
• Quick Bills
• Receiving Payment
• Applying Email Templates
• System Setting > Data Entry
• Creating Bills
• Undo Bills
• Posting Flat Fees
Daily Tasks
• Time Sheet
• Expense Recovery
• Creating Pre-Bill
• Create Bill
• Quick Bill
• Receive Payment
General Setup
• System Settings
• Workstation Settings
Favorites
• Time Entry Advisor
• Fee Sheet
• Undo Bill
• E-mail Templates
Average class length is 2 hours. Recording features interactive components and duration will be different for everyone.
Other Sessions for PCLaw 14 OnDemand training include:
For a more targeted learning path you may concentrate on only one section based on role.