OfficeTools User Guides
Find quick walkthroughs and overview information here. For more technical support, go to our knowledge base.
Time & Billing
- 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?
- 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?
FAQs
- Is there a way to copy/edit notes on a document that a client uploads to the portal?
- What is the easiest way to view relationships or more contacts that I have created?
- How and where do I customize the Letterhead graphic size, format, etc?
- Is there any way to see how large the files are that I have on the portal?
Notes/To-Do’s/Calls
- 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?
- What is the difference between “Name” and “Contact” in the To-Do and Calls screen?
- Can I add my To-Do’s and Calls to my calendar like I can in Outlook?
Portal
- 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?
Outlook Sync
- If I enter a contact into Outlook, will it be imported into WorkSpace?
- 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?
- 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?