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If your company aims to always complete the monthly invoicing by a certain date, you can benefit from the transaction posting periods that specify the number of allowed posting weeks for a user.

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The transaction types unify the entries, resulting in a professional looking customer invoice without heavy editing of entries in the invoicing phase. If you often make entries of the same type, you can use previous entries as a template.īy utilizing transaction types, you will get, for your transaction entry, a predefined body text that is easy to refine. Manage your tasks, projects and even your life better with GoodTask. GoodTask provides various viewpoints to the things that you care and need to be done. You can use it as simple checklist to focus or as complex project management tool to get big things done. You can take advantage of the view that best supports your work and measure the duration of your work with timers. The hybrid shift that I worked offered various tasks and employees were allocated different jobs within a shift which helped to keep the workforce motivated. GoodTask is a Powerful Task/Project Manager based on Apple's Reminders & Calendars. Good task lists will let you sort entries by owner, date assigned. There are many ways to make time entries in CSI Lawyer. or both Policies and procedures Art library (with logos, product shots, etc.).

It also becomes more difficult to estimate the time spent on the work precisely.

Ideally, billable work should be registered immediately after it is done. Reminders can also be sent by email to users who do not log into CSI Lawyer on a daily basis. If required, critical tasks can also be synchronized to the Outlook calendars of the persons involved.īesides critical tasks, you can utilize alarm reminders to ensure that important things are taken care of on time. They appear in the calendar which is shared by all CSI users.

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Tasks having a critical due date are added to the software as critical tasks. A new activity is then automatically created each time the previous one is marked as completed. And, if any of the tasks needs to be repeated periodically, you can set it as recurring. If required, some basic tasks can be created automatically when a new legal matter is opened. Any additional instructions can be shared to team members as task-related notes. The software displays to each team member their tasks and schedules. In CSI Lawyer, the responsible lawyer easily assigns the required tasks to team members and monitors their progress. I do miss Things awesome dashboard and front end but I suspect itll be forthcoming soon as the developer on this program is unbelievably in touch with his users suggestions and replied to an email from me in less than 24 hours. For the company’s profitability, good task tracking and easy time entries are crucial. Goodtask handles file feeds seamlessly from Exchange which is HUGE to me as were are totally integrated into Exchange at work.

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