About Time Trakker Prime for Lawyers & Consultants

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