Using the Navigation toolbar
The Navigation toolbar permits you to jump to the Document Manager, the Time Entries dialog, the Billings from WIP dialog, the Cash Receipts dialog, the Client Setup dialog, the Project Management dialog, the Scheduling dialog, and your firm's Cloud page.
| Number | Description |
|---|---|
| 1 |
The Document Manager, located in the left panel, is a dynamic list of all of the documents that make up the company file. The Document Manager is the first window to display whenever a new file is created or an existing file is opened. For more information, see Using the Document Manager to Organize your File. |
| 2 |
In the Time Entries dialog, staff can post time entries to record time spent on work. For more information, see Posting a Time entry. |
| 3 |
In the Billings from WIP dialog, you can generate invoices for your clients. For more information, see Invoices. |
| 4 |
In the Cash Receipts dialog, you can enter cash receipts that represent money received and deposited to the bank account. For more information, see Cash receipts. |
| 5 |
In the Clients dialog, you can create new client profiles or change details for existing clients. For more information about working with clients in Time, see Clients. |
| 6 |
In the Project Management dialog, you can create new project templates or edit existing templates. Note: This feature is disabled by default. To enable it, activate projects on the company profile. For more information, see Project Management. |
| 7 |
In the Scheduler dialog, you can manage issues for your projects. Note: This feature is disabled by default. To enable it, activate projects on the company profile. For more information, see Scheduling. |
| 8 |
On Cloud, you can access integrated Time information and other shared firm content online. Note: This feature is disabled by default. To enable it, integrate Time with CaseWare Cloud. For more information, see CaseWare Cloud. |
Comments and suggestions about this article and our software are greatly appreciated. As a user of our products, you are in a unique position to provide ideas that have an impact on future releases of this and other products.
Before contacting Technical Support, please consult the online Help and any other documentation included with this package as your first source to solve the problem.
If you require additional assistance, you can contact CaseWare® Technical Support by contacting your nearest CaseWare distributor.
When you contact CaseWare® Technical Support, you should be at your computer and have your documentation at hand. Be prepared to provide the following information:
- Your Client Number.
- The product version number, found by clicking the Help menu and selecting About.
- The type of computer hardware you are using.
- The software version number of MS-Windows.
- The exact wording of any messages that appear on your screen.
- A description of what happened and what you were doing when the problem occurred.
- A description of how you tried to solve the problem.
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