Time Trakker Prime for Lawyers & Consultants
About Time Trakker Prime for Lawyers & Consultants
Frequently Asked Questions
Select Dashboard on home screen.
Initial set up requires you create at least one each:
- Lawyer – assign Customers.
- Customer – assign Job.
- Job
Then you must assign the customer and job.
• Select Add transaction
• Select Time Transaction
Fill in required fields and tap Record.
There must be open transactions to create an invoice.
- Select More Options
- Select Invoices
- Select Create Invoices
- Select Invoice to create
Create all if desired.
- Select More Options
- Select View Invoices
- Select specific invoice.
- Enter payment.
- Select More Options
- Select Settings
- Select Manage Users
- Select Add User button
- Select Lawyer to invite
- Select Invite
- Select More Options
- Select Reports
- Select Aging Report
- Select View Report for entire firm
- Select Job & View Report for specific job
- Select More Options
- Select Invoices
- Select View Invoices
- Locate and long tap to view specific invoice
- Select Export Invoices to print and e-mail
- Select Closed Invoices
- Locate and long tap to view specific invoice
- Select Export Invoices to print and e-mail
- Select More Options
- Select Invoices
- Select View Client Statements
- Select specific Job if desired
- Select View Client Statement
- Select Historical Data
- Select specific Job
- Select View Client statement
- Select More Options
Select Reports - Select Trial Balance Summary
- Select View Report
- Print or e-mail report
- Select specific Job
- Select View Report
- Customer Balance Summary and Detail
- Vendor Summary report
- Credit card detail report
- Lawyers rank report
- AR income metrics
- AR yearly Summary report
- Snapshot