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User Training for Staff

Refresher

User training - Agenda

1. How to update Client/Supplier/Agent information2. Updates to Matter Management3. Updates to Accounting Module

1. Trust Accounting2. Accounting

4. Updates to Human Resources

• Update Client’s/Supplier’s/Agent’s information 1

1. How to update Client’s/Supplier’s/Agent’s information

1.1. How to update Client’s information1.2. How to update Supplier’s information1.3 How to update Agent’s informationNotes: All users can create a new client/supplier/agent

1.1 How to update Client’s information1

1.1 How to update Client’s information2

1.2 How to update Supplier’s information1

1.2 How to update Supplier’s information2

1.3 How to update Agent’s information1

1.3 How to update Agent’s information2

• Updates to Matter Management 2

2. Updates to Matter Management

2.1 How to attach a document for matter2.2 How to create Sub-Matter2.3 How to view All Matters to check on the File Reference that a client had2.4 How to change Member Team 2.5 Configuration Email Reminder for deadlines reminders services2.6 How to show Client’ specific instructions2.7 Matter Search Function - amend the File Reference will be searched first2.8 Timesheet Enhancement -  allow to put a “from / to” date for the time sheet2.9 How to show logo in data sheet and file label

2.1. How to attach a document for matter1

2.1. How to attach a document for matter2

2.1. How to attach a document for matter3

2.1. How to attach a document for matter1

2.2. How to create sub-matter2

2.3. How to view All Matters to check on the LF that a client had

2.4. How to change Member Team

2.5. Configuration Email Reminder for deadlines reminders1

2.5. Configuration Email Reminder for deadlines reminders2

2.5. Configuration Email Reminder for deadlines reminders3

2.6. How to show Client’ specific instructions1

2.6. How to show Client’ specific instructions2

2.7. Matter Search Function

2.8. Timesheet allow to put a “from / to” date for the time sheet

2.9. How to show logo in data sheet and file label1

2.9. How to show logo in data sheet and file label2

• Updates to Accounting Module 3

3. Updates to Accounting Module

3.1 Trust Accounting3.1.1 Pro-forma Invoice, Trust Receipt, Trust Payment, Trust Transfer: Be able to cancel the approved item by clicking "Cancel" button3.1.2 Trust Payment: Configuration to turn on/off overdrawn payment

3. Updates to Accounting Module

3.2 Accounting3.2.1. Client Invoices: Only Accounting Department able to delete invoice (Secretary not able to delete a Draft invoice)3.2.2. Client Invoices: Only Account Department can see Validate button3.2.3. Client Invoices, MSS: Add function get unbilled items 3.2.4. Client Invoices, MSS: Grouping Professional Fees or Disbursements by Group Id3.2.5. Client Invoices, MSS:  Client’ specific instructions with regards to billing3.2.6. Client Invoices: How to show logo in invoice3.2.7. Client Invoices: Discount amount on Client Invoice (allocate automatically the discount amount)

3.1.1 Trust Accounting Cancellation the Approved items

3.1.2 Trust Payment Configuration to turn on/off overdrawn payment

3.2.1 Client Invoices Only Accounting Department able to delete invoice

3.2.2 Client Invoices only Accounting Department can see Validate button

3.2.3. Client Invoices, MSS function get unbilled items

1

3.2.3. Client Invoices, MSS function get unbilled items 2

3.2.3. Client Invoices, MSS function get unbilled items 3

3.2.4 Client Invoices, MSS Grouping Professional Fees or Disbursements by Group Id

1

3.2.4 Client Invoices, MSS Grouping Professional Fees or Disbursements by Group Id

2

3.2.4 Client Invoices, MSS Grouping Professional Fees or Disbursements by Group Id

3

3.2.4 Client Invoices, MSS Grouping Professional Fees or Disbursements by Group Id

4

3.2.5 Client Invoices Client’ specific instructions with regards to billing

1

3.2.5 Client Invoices Client’ specific instructions with regards to billing

2

3.2.6 Client Invoices How to show logo in invoice11

3.2.6 Client Invoices How to show logo in invoice2

3.2.7 Client Invoices Discount amount on Client Invoice1

3.2.7 Client Invoices Discount amount on Client Invoice2

3.2.7 Client Invoices Discount amount on Client Invoice3

• Updates to Human Resources Module 4

4. Updates to Human Resources Module

1. Leave request confirm, send mail to A/O and R/O2. Leave computation: When applying leaves over a Sat and Sun (and Public Holiday), the number of days of leaves should not include Sat, Sun and Public Holiday

4.1 Leave request confirm, send mail to A/O and R/O1

4.1 Leave request confirm, send mail to A/O and R/O2

4.1 Leave request confirm, send mail to A/O and R/O3

4.2 Leave computation

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