• General Settings
  • Changing the address type to use
  • To change a graphic from being embedded to being linked for all documents
  • To change a graphic from being embedded to being linked in just one document
  • To change fonts for CaseView invoices, statements, credit notes, and labels
  • Subtotalling time and expense transactions
  • To clear memos attached to invoices and credit notes
  • Using a company logo
  • To map a drive letter to a network computer or folder
  • Example CaseView document properties
  • Troubleshooting CaseView generated documents

Subtotalling Time and Expense Transactions

You can use macros to subtotal time and expense entries on the CaseView basic invoice. The macros are Timesub and Expsub.

To set up cells to subtotal time and expenses

1. To add the macros globally, access the Billings From WIP Invoice from the Company Profile, Invoices tab. Under Style choose Basic Invoice and all "basic" type invoices will be affected. To add the macro to individual invoices, access the Basic Invoice by clicking the button  from the Billings from WIP dialog.
2. From within the CaseView basic invoice, click  to turn off (hide) the first amount.
3. Add two additional lines by clicking  twice. One line is for the time subtotal and the other for the expense subtotal.
4. Type in a label for the Time subtotal on the first line and a label for the Expense subtotal on the second line, as applicable.
5. Double-click the cell in the Time subtotal line to open the Edit Cell dialog.

1. In the cell calculation box enter the following:

   TIMEINFO("Invoice_TimeSubtotal", <Invoice Number>)

2. Click OK to close the dialog.

6. Double-click the cell in the Expense subtotal line to open the Edit Cell dialog.

1. In the cell calculation box enter the following:

   TIMEINFO ("Invoice_ExpenseSubtotal", <Invoice Number>)

2. Click OK to close the dialog.

The time and expense transactions subtotal will be displayed in the cells. You can then modify the amounts as applicable. The invoice amount should equal the amounts entered, otherwise a watermark will appear with a warning message.