Why are my staff receiving an “unable to validate portal subscription … ” error when they try to upload documents to the portal?
Why is WorkSpace saying that I am not licensed for the Portal?
Why does my client portal website show, “This feature is coming soon?”
Can I use Outlook to edit the email reminders generated for the portal?
How to Enter Beginning Balances
How do I scan documents into WorkSpace?
How do I refund a client an over payment?
Why are my documents showing as “Missing?”
Document Management’s Drop Folder
Creating a Project Definition
I can’t find the option to install the PDF Printer Driver or Acrobat and Office add-ins. Where is it?
Why aren’t my emails showing under the Documents tab?
OfficeTools WorkSpace Layout
My documents aren’t being stored in the correct location. How do I set the Document Management file path?
Sales Tax Regions
How to Unhide a Contact
What is an Assignment?
Creating an Assignment Group
How do I change the name of a document once I have already added it?
What is a Work Code?
What does “Reindex Documents” do?
How to Add Staff Members
Previous Balance & Current Payments
Bill To Contacts
Creating Deposit Slips
Auto Applying Payments
If I enter a contact into Outlook, will it be imported into WorkSpace?
“No Disk” Error while using the QuickBooks Integration
Billing Tiers & Multipliers
How Does the DMS Work?
What is a Category?
Why do my Outlook appointments show as “(Unspecified)” when they import into WorkSpace?
Can I input appointments on my phone and have them show in WorkSpace?
What is a To-Do?
WorkSpace Portal Billing
What is a Call?
Portal Document Transfer
Undocking the Schedule
WorkSpace Portal Initial Setup
WorkSpace Portal Kiosk Options
Creating a Category
Tracking a Client Payment
Missing Info Setup
Lacerte Integration – Setup and Configuration
WorkSpace Portal Schedule Options
Lacerte Integration – Syncing Client Information
WorkSpace Portal Time Tracking
Lacerte Integration – Viewing Lacerte Status in Corresponding WorkSpace Tax Return Project
Lacerte Integration – Importing Invoice Amount from Lacerte into WorkSpace
Appointment Auto Reminders
WorkSpace Portal Client Data Usage
What is the easiest way to view relationships or more contacts that I have created?
Creating a Note
How to Add a Contact
Outlook Sync – Contact Sync
Outlook Sync – Tasks
Outlook Sync – Schedule
Outlook Sync – Mail Import
Global Invoice Options – Late Fees
How and where do I customize the Letterhead graphic size, format, etc?
I added a new work code and checked the billable option, but the time card(s) do not show up as billable. Why not?
Program Crashing after updating AVG Anti-Virus
Why is my time not billable? Why is my time not showing in the Billing Time screen?
How can I show a client’s previous balance and current payments on an invoice?
How do I add an expense to an invoice?
I have created an expense code, but where do I record my expenses?
File Names vs. Name
Does WorkSpace come with a standard list of billing codes/work codes?
Is it necessary to track my time if I strictly do value based billing?
Can invoices from my current billing system be imported into WorkSpace?
Can I view all unbilled time entries for all of my firm’s clients?
I would like to invoice multiple clients or “batch bill” all unbilled time that falls within a specific date range. How can I accomplish this?
Global Document Settings – Copying Tab
When I delete an invoice, what happens to the associated time cards (WIP)?
Global Document Settings – Folder Options
Global Invoice Options – Options Tab
Global Invoicing Options – Descriptions Tab
Global Invoicing Options – Format Tab
Global Invoicing Options – Aging Tab
How to Assign WIP to an Existing Invoice
How to Associate Rates to Work Codes
Why is the portal button disabled/grayed out?
Global Project Settings – Assignment Options
Global Project Settings – Projects Reminders Tab
Project Manage Button
Why can’t I download a document/file from the portal in WorkSpace (either takes too long or freezes)?
Global Project Settings – Assignment Reminders
Global Project Settings – Budget Alerts Tab
Moving a Project Through Its Workflow
Global Payroll and Time Settings – Time Settings Tab
Starting the Server-Side Host
Global Payroll and Time Settings – Other Settings Tab
Can I see how many clients are synced to the portal?
Is there a way to copy/edit notes on a document that a client uploads to the portal?
Is there any way to see how large the files are that I have on the portal?
Can I run a report to see if the email addresses that I have in WorkSpace are currently synced to the clients on the portal?
How do I integrate the portal with my website?
When downloading a document from the Portal, it causes the program to crash. What is causing this?
Creating Projects for Clients
WorkSpace Portal Appointment Request
WorkSpace Portal Reminders
WorkSpace Portal Settings
WorkSpace Portal General Usage Guide
Issues with Connecting to the Portal
Database Maintenance Explained
Using the Document Management Conversion Utility
Demandforce Error Message Guide
Troubleshooting QuickBooks Connection Problems
Information Regarding the Seamless QuickBooks Sync
Integrating Gmail through SMTP in WorkSpace
Outlook Sync Can’t Establish Connection to Outlook
Information regarding Small Business Server
Features of the Activity List
Global Document Settings – Other Settings Tab
QuickBooks Sync – Work Codes
Can you have more staff in OTW than licenses purchased?
Staff Time Sheet Reports
Introduction to Contacts
Introduction to Reports
Creating a To-Do
Introduction to Time
Creating an Appointment
QuickBooks Sync – Employees
Global Payroll & Time Settings – Payroll Settings Tab
Utilizing the More Contacts Button
Workflow vs. Lacerte Status
Introduction to Billing
QuickBooks Sync – Expense Codes
PDF Printer Driver
Is emailing directly from WorkSpace secure?
Global Invoicing Options
Does your system come with a standard list of billing codes/work codes?
Can I send a tax return to my client directly from WorkSpace?
QuickBooks Sync – Setup
Global Schedule Options
Bank Info Options
Introduction to OfficeTools WorkSpace
Global Email Options
Global Email Templates
I am looking to invoice multiple clients for unbilled time that falls withinin a specific date range. How can I easily accomplish this?
How to Track Time
What happens to the associated WIP when I delete an invoice?
Right Click Options and Functionality
Managing Contact Lists Using Outlook Integration
Difference Between Projects & To-Do’s
Creating a New Document
Syncing Client Data
Global Contacts Settings
Outlook Sync Installation
Producing Late Fees
Global Projects Settings – Project Options Tab
Do I have to release time from my timesheet to WIP? Is there a process of making my time available for invoicing?
Can I make a contact “inactive”?
I would like my Billable Time to be sorted by staff instead of by client. Is that possible?
How do I add items to the drop down menus of the Custom fields?
Holidays and Event Types
Is there any way for me to see all appointments I have had with a client in the past?
Can I change the label of the Custom Fields?
What is the Sales Tax Region?
How and When to Use Checklists
Will the notes on my time sheet show on the invoice?
I can’t find a contact I entered but I know their social security number, can I use that to search for them?
Creating Labels and Envelopes
How do I know if I have created a relationship or added an additional contact for a client?
Can I print my time sheet directly from WorkSpace?
Can I view other staff member’s time sheets?
How do I say that an individual owns a corporation in your system but still keep them as separate accounts?
Do I have to use start and end times when I am keying my time in?
A staff member accidentally hid a contact, how do I unhide them?
My Company Information and Settings Screen
How do I make sure that the staff I am assigning the To-Do or Call to, is notified of it right away?
What is the Drag & Drop box for in the To-Do’s and Calls screen?
Where can I put additional email addresses for a client?
What is the difference between “Name” and “Contact” in the To-Do and Calls screen?
How can I change the phone number displayed under the Contact List for a client?
Can I add my To-Do’s and Calls to my calendar like I can in Outlook?
Why aren’t the notes from my other events located under the notes tab?
How can I change the red “File As” Letters for a contact?
Can I assign a Call or a To-Do to more than one person?
Should we put notes from a call in the Notes tab or do we need to create a call if we are just documenting a conversation?
If I delete an email out of WorkSpace that has been added through the Outlook sync, will the email be deleted out of Outlook as well?
Is it necessary to sync with QuickBooks?
With the Outlook sync, will I be notified within WorkSpace that an email has been added to the DMS?
Can I send more than one document at a time through the portal?
How would I check for upcoming appointments?
Should I set up my payroll processing as a project or a To-Do?
When using the Outlook Sync for emails, will the sync recognize alternate or dependent contacts’ email addresses for a given entity? Or does it just recognize the main contact’s email address?
Is it necessary to use the budgeting options on the project?
Performing Adjustments On Invoices
How do I send out an email reminder for appointments?
Basic Toolbar Buttons
How do I undock my calendar?
Bill To Contacts
Some staff have a Project column on their time sheet, but I don’t. How do I turn it on?
Setting Up Document Managment
I have a bunch of old appointments I want to mark completed, can I mark them all at once?
What should I keep in mind when inputting beginning balances for aging purposes?
Can I make the activity list larger so I can see all of the items that exist?
Move/Merge Contact Information
Can I have my calendar on screen all the time but still work within WorkSpace?
Global Project settings Defaults
Can I view other staff member’s calendars?
Integrating Lacerte Statuses with Projects
Can I sync contact information from my current practice management software?
Where can I put a check number from a payment so that it shows on the deposit slip?
Can I see other staff member’s activities?
How do I differentiate between the types of items on my activity list?
On the “Projects” tab, what is the difference between “Cost” and “Fee”?
Can WorkSpace reports export to an Excel spreadsheet?
What is the difference between a “project lead” and a “project manager”?
Can I use my own bank with merchant services provided with the client portal?
In what scenario would I use a “To-Do” rather than an “Assignment”?
How would I delegate work directly from the Activity List?
Does my server have to be located in my office in order to install WorkSpace?
Global Letterhead Settings
Using Invoice Statuses
How to Create a Work Code
Common Invoice Types
Payment Import & Export
Do I need to have Outlook and/or WorkSpace open for the Outlook sync to work?
With the Outlook sync, is there a way to be notified on my phone or mobile device when it’s my turn to begin a project assignment?
What is a Project?
What’s the difference between an account manager and a billing manager?
Managing Email Correspondence Using Outlook Sync