Download Practice Management Software Face-Off 2005

Robert reviews the Timeline, a chronological listing of records of all sorts –
phone calls, notes, Emails, documents – that relate to the matter. Having
refreshed his memory about the matter from the Timeline, Robert closes it
and returns to the Email from his client.
Clicking the Reply button starts a new Email message with everything filled
in except what that Robert has to say to his client. Robert types his reply in
the new Email message, acknowledging receipt of the document.
Before sending the Email, Robert clicks the Send to Billing button. When
Billing Matters is activated with Time Matters, a complete timekeeping and
billing systems is available with the Time Matters program. The Billing Item
form appears.
Billing Item Form
On Billing Item Form all the information is inherited from the record Robert
was working on. All he has to complete is complete the details of the
Description that will appear in the invoice.
Before moving on to the next task, Robert decides to check where he is in
terms of billable time.
Practice Management Software Face-Off 2005
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