Partner DW's documents on the Document Manager
The folder "Partner DW's Documents" gives an example of a grouping of documents one might want to set up.
The documents used give information this partner finds most valuable, in the order preferred. Such a folder may be set up easily.
| Document Name | Description |
|---|---|
| Time Entries Summary - staff | Lists a summary of the total time (in currency) for each employee with breakdowns of billable and non-billable time. Work codes, clients, rates, and GL accounts are not included. This document is sorted in staff order. |
| Expense Entries Summary - staff | Lists a summary of the total expenses (in currency) for each employee with breakdowns of billable and non-billable expenses. Work codes, clients, rates, and GL accounts are not included. This document is sorted in staff order. |
| Work in process summary by partner totals | Provides work in process totals entered as at the end of the period by partner |
| Trial Balance Summary partner totals | Provides total outstanding balance for the period, ordered by partner. |
| WIP and A/R summary partner totals | Provides total work in process and accounts receivable balances for the period by partner |
| Time analysis by staff - current and ytd | Provides a detailed listing of all billable and non-billable time entries and total cost and profit per staff for both the current period and the year-to-date. |
| Expense analysis by staff - current and ytd | Provides a detailed listing of all billable and non-billable expense entries and total cost and profit per staff for both the current period and the year-to-date. |
| Billing Analysis by client summary - name | Provides a summary listing of the total billed time and expenses for each client for the period specified, including the cost, profit, total write-up/down, and effective rate for the period, ordered by client name. Staff numbers and work codes are not included in this report. |
| Invoice Analysis by client summary - name | Provides a summary listing of total amount of invoices for clients for the period, ordered by client name. |
| WIP Analysis by client summary - name | Provides a summarized listing of all work in process, and the applicable write-up/down amounts for the period specified, ordered by client name, number, partner, manager, or client group. |
| Budget Analysis by client summary amount - name | Provides a summarized listing of budgeted time and expenses for each client. The report is ordered by client name. |
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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