Quick User Guide - VohCom Software Inc.
Contents
1. In the Append Note window Enter your Note Check off the Public Billing Note check box Click Save This note will be available to insert into an invoice The Private Billing Note is to provide information to those making billing decisions but will not be available for easy insertion into an invoice 30 vole geri i Trai TEL nab eats HH e H 3 i 3 ae HP S EES He pile i ji gt gt E FE t E 3 J E43 Pee ie ld pics et H t F H an Jd J E nage wate HE mhed Sacha AA Ten Dhaba EL You End Letas Sent Fie You End i tet ht click on the center barto brng ng de some ofthe unnecessary notes Toh 7 for notes IONS up the Note Detail options There are eight display opt D gt op 0 w 9 O c a5 O 4 2 Q q 25 ow Oo a fe lt Ing a 4 9 C O z K gt g O C C 09 U O gt VY 09 O Cc Kan U O O Kan mas 09 Essential Notes and Publi ing lud INC 31 patner Pahn Sud Li Tea okice of Ob pee bie Ci eer Spat ial eerie DMAH 07S ese ohini irai PARAE A G hanain Aug 27 2014 Cited Dee Sa Aug S24 Teves ans Rate 100 Partner Rate leven F WIP Sem Received Custom Custom Custom Custom2. Clickon the Critical Date or TDate target date column header to sort the Engagements by date clicking on any column header will sort that column in a logical order with the highlighted items always at the top Right click on an Engagement that doesn t need to be done for some time and select Schedule in the drop down menu 4 May 2014 Sun Mon Tue Wed Thu Fr Sat 27 26 29 30 1 2 4 4 z G Fi B 9 10 11 12 13 14 15 16 17 1 18 20 21 22 3 4 235 26 27 628 29 E 1 2 3 4 5 B 7 C Today 5 19 2014 Reason to schedule this engagement Client away for until 29tH E Hours mmea o Save O Cancel In the Schedule window Select the Date on which you want the Engagement to reappear in your Action list Enter the number of Hours you expect to work on the Engagement Page will default to 1 00 hour It isrecommended that you provide a reason asto why you are scheduling this Engagement Click Save Engagements that have been Scheduled move from the Action list to the Sc hedule list a partner John Smith Lid lt gt Testi z 13 lt gt 00 30 GSTS vsinc vohcomr Training lt gt Compilatii Fie Admin Hetory Tite Ackra Chant Viewer Jimer HF My Company Add Engagement Winde Reports Help ied Jobn Sih Lid lt gt Test ByName I A gt E Teid Scheduled am S I bast From het Seo ccc Cioni Mame Depia ear End Critica Date 7 i Paulaa ls rera F ee John smh Lhd E FS Lotr
3. Custom Lele Toclearbold notesthatare addressed to you read the notes and then click on them To reinstate the bold nght click on the note and select Mark as UnRead The bold notes can be seen by all staff 32 jeertbner been Sith Libel Test 1 optice of Gbpecting Dither Speecial Services DJIH GSTS Friik rohom Training BC 13 Aste 100 X Perner Aatel Revew Reewed Custom Custom Custom Custom Ceim lal j thera Linked to Note To shew a bok ole Or es Za To ttting The Salmon Coloured Barat the top of a note tums green when it has been Approved Right clicking on the barbrngsup the Approval menu for the person with Approval permissions Notes cannot be UnApproved Using Approve Work will mark your initials and send to whoever you select it will also allow you to puta note in 33 To understand more about the vanous colours used with the notes look at the Reference Guide ai v Pg e Quick Reference Guide Engagement Status Engagement Appearance LJ Sent as WORK or just created You are AOUEED f lM Sent as REVIEW C P Sentas QUERY ONLY TARGET DUE DAI Ap IATIONAL Viost Recent Receiver nas opi ene Te sent using REVIE W sent using INQUIRY 34 To create a Note Chain or Conversation where one note isconnected to another note click the onginal note before creating a new note This is similar to replying to an E mail To sort out the notes that ar
4. H F Noe Bilable Billing Message ni Hours Fleport a 0 04 mee Rate Thu May 08 2014 5000 Gos Thu Mey 08 2014 Total Hours Cut Cet Daly Ey im cive Orly is ERATE Oh In the Time Sheet Select the unassigned entry for Home Company Inc Enter the non billable service code for lt Office Miscellaneous in the Services box Unchecking the Desc or Code check box beneath the Services box gives you a drop down menu of available service codes Enter the explanation getting coffee checking emails etc in the Billing Message Only box Check the Hours Enter 25 for this entry Time is recorded asa fraction of an hour 30 minutes is recorded as 50 15 minutes Is 25 Click Save Another way to clear orange highlights is to assign the time to an existing Engagement 46 w Time Sheet misl I John Sraith Lid TE FS Compdation 2004 Compilation Reviews 0 00 U07 Testy John Sreth Ltd Bookkerping 2d Quarter Bookhespeng Standard Dil 0 00 Oo 1 hy Comparry best Bockkeearng Cas 100 0 00 O05 Tests Home Company Ine Paytoll July 2012 lnternal Aocounrting Covel 100 0 00 O20 Test Smith dohri Syebam Standand 100 p Services Dame System 4 Sys SS gt Thu Maw OB 2014 I By Code Fate Standard Morr Bitable g HST Annual 2011 p Henis E E me ar T 1 i w Fate Thu Ma
5. 39 40 GSTS sinc vohcomri Training lt gt File Admin History Time amp Billing Client viewer Timer HF My Company Add Engagement Window Reports Help Smith Jahn lt gt Test M ByName OA gt Smith John lt Tes gt T Undock T Pendinagl3 All 3 _ Paul Hes Paul a Tests eee NT ne Terere Fenena Dec 3 3079713 279A 2 E Fiona LeFrep Paul Artrier Test Jahn Smith Ltd Bookkeeping 3rd Quarter Dec 31 30 10 13 2710 13 gt Training Data Loaded General CF 0 mN 15 Scheduled Others NT Client Al Expense Pending yy Action Click on the Pending button next to the Action button to see the Pending list Since Pended Engagements do not retum to your Action lit on a select date but are intended to be retumed to your Action lit when someone sends you a note indicating that their work is done the Pending list should be checked regulary for work that has been ovenooked Engagements will automatically be retumed to your Action list when the target date has been reached If you want to retum an Engagement to your Action list before the target date nght click on it and click Un pend Aer inees lt Phone onary Lie Peat ii gt Cee DT GSTS eee vi oe Tr rere Drterreel Aca court g Pie Admin Motory Time fifiling Chet viewsr Teee My Company Add Engagement Window Reports Hep Bo poora jh E _ ursa Pap a 3m n p Enpe Da yi pi H T3 F 7 i iaj
6. gt 00 03 14 GSTS sinc vohcomri Training File History Add Engagement Window Action Help Applications Fineale Personal Critical Date aaa wed May OF 2014 z o ack to Eazewae P 0 00 General CF 0 Main Formule Tris BAM VIP Libra Items to Clear Ta sO Client Info Folder Expense Refresh Ty T Super ick Long Description ET Budget mi BC S E Fax 10 Undock Target Date wed May 14 2014 Critical Date Sat May 17 2014 Tax Year 2014 Rate 100 Partner Rate Standard Category Standard View 0 Custom viewss Drag Note E O P Sent Received Custam Custom Custom Custom cale Paul Artner 7 5 14 5 40 PH gt AdalInistra Please prepare as soon az possible as Dunn has gone back to school Once completed send it to mebo INvOICE Items Linked to Note 16 Sa partner lt lt gt John Smith Ltd lt gt Testi lt gt ROE Dunn lt gt Bookkeeping lt gt 000214 GSTS veine vohoomrl Training Personal Cuticsa Day fwedMap 07 204 Em Peepers AA ETAN S PMMA B3 Dunn han gone i end it bo ime ih A toe ES PES PE secuiy By stat l aay Pag OT roa Gal To Bing To link in the scanned records from your folders Clickon the Paperclip This is your main linking tool Clicking on this tool gives you accessto the shared files stored on your server Select the payroll recordsand pressthe open button to place a
7. 000 fear End Dec Inc Junsdiction FO Inc Date Ju 30 2013 Update Close 19 Setting Engagement Importance Ca partner lt gt John Smith Ltd lt gt Testi lt gt A Gunn lt gt Bookkeeping lt gt 00 07 27 GSTS vsinc vohoom el Training CiiedDate Set Moy 17 2004 Taxa 2004 Alte 100 t Parner Flatel Ste WIP Sem Receved Custom Custom Pitas prepare at tonat posible aa Dunn hat gong beck to school Once completed send A to melon s rraioa Hens Lrkedto Note 4 A tepe J A wot PES secu Bsus a Pane Giz Wai To Bing In the Engagement window Right click on the Foldericon and change the Importance level to Normal This action changes it for your view only Move the Critical Date and then the Target Date forward only some staff have pemission for this The Target date can never be later than the Cntical date While in the Engagement click on the Bold font note to remove the bold indicating thatit hasbeen read and append a note asto why you have changed the importance level Moving forward the dates of overdue Engagements and removing the Bold changesthe Blue and Bold font of Engagements in the Home window 20 Accessing Applications Applications Super Quick Pl 0 00 General CF 4 FornT ris Eng Description Items to Clear HST PDF Long Description Budget l The Applications section of the Engagement window isa pla
8. 8 YE Engagement and move it to one side on your desktop it cannot be at maximum size Inthe Home window display the Client All list for J ohn Smith Ltd Drag the 2009 YE Engagement from the Client All list and drop it into the work space in the 2008 YE Engagement Engagements that have been sent to history can also be linked to other Engagements While inside an Engagement Select the History tab choose history and then click on the Engagement you want to attach To attach a link to this history Engagement in your current Engagement Simply drag and drop tt into the WIP tab 43 TIME SHEET Tracking Time Assoon asPage Isopened the program starts tracking time The Timer is visible in the top barof both the Home window and the Engagement window cis whiner lt gt John Smith Ltd Testi ei G57S vsine vohconr i Training Me E T fohn Sm By Mame M a me 1 Undock dock Fina Lerep Padne Beokkseping Sed Quester Den wA 20043 AR 00 0 0 wie 29354 Fi Tust a crt Not included mAAR and Open your Time Sheet through the Time amp Billing menu 44 Finalizing Your Time Sheet The Time Sheetlists the time that was recorded in the windows you opened dunng the day Time Sheet Engagement T ask Service Rate Percent John Smith Ltd YTE FS Compilaton 2006 Compilation Review 100 0 00 D07 Test Jahn Smith Ltd Bookkeeping 3rd Quarter Bookkeeping S
9. GSTS sinc vohcomrl Training File History Add Engagement Window Action Help Personal Critical Date Applications ee fied ay 2014 May 07 2014 ack to Fincale T2 Easeware Pl 0 00 General CF 0 z Main Formula Tris BAM VP Library lhems to Clear Ley oi z 3 Client Info Folder Expense Refresh T3 T Superduick Long Description Budget mij ec S Fas ID Undock Target Date wed May 14 2014 Critical Date sat May 17 2014 Tax Year 201 4 Rate 100 Partner Rate Standard WIP Sent Received Custom Custom Custom Custom caf Category Standard View 0 Custom views w Drag Note Paul Arner 75 14 5 35 PM 1 New Engagement Paul Artner 7 5 14 5 40 PM gt ork in progress to AdaInistra Please prepare as soon as possible as Dunn has gone back to school Once completed send it to me to IN OICE ltermn e Linked to Mote Paul Arner 76 74 5 40 Phe Additional Notify Me Pa HE x Back 4 4 Ta work P Review 28 Security 2 Staff PS Page db F Bill To Biling The Engagement Window is your main work space forthe task Engagements can be accessed from your lists or from the Client All screen 15 Linking Documents and Programs The WIP work in progress tab opensthe space where documents and programs needed for this work can be linked Gapartner lt gt John Smith Ltd lt gt Testi lt gt ROE Dunn lt gt Bookkeeping lt
10. Quick User Guide The Quick User Guide for VohCom Page contains the basic information needed to start using this program TABLE OF CONTENTS LOGGING CN iota cette E E 3 HOME WINDOW ecesna ecient cae ontea ve ccnvanan sons ena gct ennui Miata tn cansydanunnatinaneinecaanttnnnaianses 3 AINCING Cle MC AION UO esena amit E 11 ENG AG EMENT WANDOW 000 ccccccsssssssceeeeeeceeeeessseceeeeeeeeeeeaasseeeeeeeeeeeseegaaaeeeeeeeessessaggsseeeeeseesseneggs 12 Se tng Up a CO UIEKENG aC GING ME esirin hive imdaienndenianianiguiiatntierimania 12 LINKING Documents ANA Pogra MS sssccccccccccueeessseeeceeeeeeeaeusseueceeeeeeeesaaeaseseeeeeeeessasaasseeeeeeeeees 16 Finding Client Information While IN an Engagement cccccceceececeseessseeeeeeeeeesseaesseeeeeeseees 18 Setting Engagement Importance cccccssssssssseeeeeeeeeeeesssseeeeeeeeeeeeeausseeeeeeeeeeeeseaasseeeeeeesensngags 20 PCC SSIS FA DING BOIS a vauntnmeciut denis sacdubacante tea iendumatadinedstapheunausiesauaanuaaee 21 LINKING ITEMS from your previous SYSLOM ccccccccssssssseecceeeeeeeseeessseeeeeeecessaaeasseeeeeseeseasaasseeeeeeeees 23 Communicating Intemally About YOUP TASK ccccccccsssssssseeeeeeeeeeeneessseeeeeeeessssaeaaeseeeeeeeessaaaeas 26 Communicating Extemally About Your Ta SK ccccccccsssssssseeeeeeeeeesaeessseeeeeeseeseseeaaeseeeeeseesssaagas 36 Using Quick Engagements with Phone Callls cccccccccccsssssseeeeeeeeeceeeaeesseeeeeeeeesesuaes
11. ail button In the E mail Instructions window if the Email address you are using isin the List generated from the Client Information window Double click the addressto populate it in the To field Otherwise to enterthe email addressin TO and CC fields click on the To Arrow to enter the selected E mail address or type in a new address Clickon Save to open up a new E mail in your E mail program The newly opened E mail will include The Email address entered in the E mail Instructions window 36 Your individual pre set information A line of seemingly meaningless characters known asan E mail String These characters contain code that identify to the Page program the Engagement to which the E mail is connected The string includes instructions to the recipient not to delete it An E mail that is retumed with an E mail Sting attached can be saved in the same way asone that Is sent with this sting Enter your request forl M Dunn s SIN number To save and send the E mail click on the Save E mail icon to open the Save E mail macro Depending on yourcompany setup you may need to press the Enable Macro button The Macro only needsto be enabled once after each time you open a new Outlook session generally at the beginning of the day Microsoft Outlook Security Notice Ei Microsoft Office has identified a potential security concern ThisQutlookSession Macros have been disabled Ma
12. ce to go for shortcuts to key programs webstesand application used in your daily work Look here for the site or program you need You may need to nght click on the button forthe choice ofa specific version These links will be the same in every Engagement for your fim and will allow you to continue recording time to an Engagement while completing work outside of Page These nine buttons can be updated and or changed by the system administrator From inside the J ohn Smith Ltd short YE Engagement click on the CRA Application button This will launch the CRA website and allow you to utilize the Representa client as you would nomally Once on the installment page Print what you need to PDF and then save it in the client s folders The document should then be linked to the Engagement 21 Linking Documents and Programs We discovered eanier training that the WIP work in progress Sent and Received spaces are where the files needed forthe task can be linked G partner lt gt John Smith Ltd lt gt Testi lt gt ROE Dunn lt gt Bookkeeping lt gt 00 04 55 GST5 ysinc yohcomrd Training File History Add Engagement Window Action Help rey View Folder T3 Ti Superiuick Long Description cep Budget TIL BC S Fax 10 Undock Target Date wed Map 14 2014 Critical Date Sat May 17 2014 Tax Year 2014 Rate 100 Ea Partner Riate Standard Custom Custom 4 Personal Critical Date Application
13. cros might contain viruses or other security hazards Do nok enable this content unless you trust the source of this File More information Trust all documents Fron this publisher Enable Macros Disable Macros 37 save Email Tol x ii To george m s com Dear John South Ltd Heather Morrison VohCom Software Inc 778 919 0846 Direct 604 541 9890 Office Wwww vohcom com M save to Chent Document Description EP ohn Smith Lid lt gt Testi F Sort by Name Client No Testi Use Client Number Person Tax ID Tes Period PIE rtie Message T Open Root Folder F Clients z EF ile Name EE Browse Instructions W Date FAClentsi T est SNOA201 A Testi May 08 msg Cr Lirik For Histo only ROE Durnin f Sent Recerved C WIF Link Engagements for selected cient 5 Save Z Close In the Save E mail window Checkto see that ohn Smith Ltd is selected in the Save to Client dropdown box If your E mail does not have an E mail sting you need to selecta client Select the Entire Message option for saving Entera Fle Name following standard file naming conventions This E mail could be called To J ohn Smith requesting Dunn SIN Check to see that the Link Engagements for selected clientis filled in The Link box should be checked off the Sentbullet selected and the ROE Dunn Engagementselected Without an E mail String this informa
14. d of the Exit button you will retum to the Home window and continue recording time 49 In review your timesheets will include Time entnes that were recorded while working in an Engagement will include the client Name and the Engagement Task e Time can accumulate outside of an Engagement Some of this time will be attached to the default non billable client and some will automatically be attached to the client as suspended WIP e Allentnes highlighted in orange are unassigned and need to be manually cleared e Using the close button retums you to the Home window where time continues to be added Using the Exit button closes Page Green highlights indicate that an Engagement has been fully invoiced This could have happened dunng the day after you worked on tt Blue highlights indicate that an Engagement has been invoiced only part way it hasnot been approved Thisalso could have happened dunng the day after you worked on tt You cannot delete these Engagements but you can adjust the Hours and click Save Changing the hours doesnot change the amount of the invoice however it will change the wnte up orwnte down connected to the invoice In the Time Sheet window use the Date drop down menu to view Time Sheets from a previousdate You cannot selecta date pnorto the CutOffdate Use your reports function to view time sheets from an eanierdate 50
15. d to PDF Complete Items to Clear General CF 0 mN 15 Scheduled Others 3 X Pending 17 Client an lo Action In the Home window nght click on the Engagement for the options menu hrm mm o gt Teate al gt ee 4 OST Sine l Pi Trairi gt Ti amp Perna Tax Servior Fis prem Heshory Titre amp Eiry Ceni Vievesr Tia Mi Compan ee PS Wise Repte Hati Brka M A gt Emih doen Te r n us Depi O Yee End ven wej aR Papot Joy 2072 Den TAN oa 0 00 De aA T pei 000 Ein 14 Bii nani HH 400 ae ey ji ae eni Forthe Payroll J uly 2012 Engagement select Remove this option will be available only if you were not one of the staff members assigned to this Engagement or if it has been invoiced Forthe Tl Process Review Engagement select Cancel Notify to remove the green highlighting and Pend to move it to your Pending list until Fiona sends it to you for Review Forthe HST Annual 2011 Engagement select Importance and then High to add an Importance Icon Your Action list can include Engagements with e Blue Fontand a Red Folders indicating they are past their due date orcnitical date datescan be changed inside the Engagement e Bold Fontindicating there isan unread message inside the Engagement bold font is cleared from inside the Engagement by clicking on the note e Green Highlighting indicating you have been notified about these and have not y
16. dmin pg admir Admin sumit lt a Flues Flee Exposure Reference Files Hote F Please prepare as soon as possible as Dunn has gone back to school Once completed send it to me to invoice In the Submit To window 0 Select the Primary staff member to whom to send the work Add a Note about the work In addition to giving the information provided by the client to the staff member the note could provide specific instruc tions about the work required Click Submit 14 The Engagement for ROE Dunn now shows up in the selected staff s Action lists with Bold font and highlighted in Green in the Action list of the Sta ff selected asthe pnmary and highlighted in Green in the Action list of the other Staff selected A task can be in several Action lists at the same time REMEMBER An Engagement displayed with Green highlighting indicates that someone has notified you about that task e AnEngagement displayed in Bold font alerts you to an unread message related to that task e AnEngagement displayed in Blue font indicates that the due date for completing that particular task isnearorhas passed Each Engagement in a list isa doorway to all the information about that particular task Double click on the ROE Dunn Engagement for ohn Smith Ltd to open the Engagement Window Ga partner gt John Smith Ltd lt gt Testi lt ROE Dunn lt gt Bookkeeping lt gt 00 00 34
17. ds Copy of Expense Claim Form July ads Detal rdp desktop wu My Dala Sources My busit My Pictures My Videos Outlook Files PDF fles o Browse Fiom l Move Fie instead of Copy Open Up Lewel Save to Client Note Document Deecaphon Excel John Smith Lid lt gt Test i Sotbe Name Chent Ho Testi Use Chart Humbe 7 PesonTaID en Year 2014 F Chents ha Pernod z FileName CopyofEspenceClimFom WA O o Beo T Date F Cherte T est VExcel 201 447 est Cop of Expense Claim Foam x IY Chert No Link Engagements for selected chent Oo o ROE Dunn a W Link For History only C Sent Receved WIP A sae 1 o a In O98 O the Copy from Old Folders window Select the file you wish to link if you want to link documents from other folders click on the Browse From button to open the Browse for Folder window and find the folder that contains your file The name of the chosen document will fill the File Name box The Document Description box will display the folder in the new file system where the document will be saved The Link Engagements section displays the Engagement that document will be linked to and the tab it will be linked under Upon linking the selected file iscopied to the new file system by default To move the file instead of copy you will check off the Move file instead of Copy checkbox Click Save Save anotherdocumen
18. e Refresh til ec raw Undoc LI Target Date wed May 14 2014 Critical Date Sat May 17 2014 Tax Year 20l4 Raten oo gt SEE r sad Standard View 0 Custom views Drag Note J SE sent Received Custom Custom Custom Custom alel Click on the Client Information button to open the Client Information window In the Client Information window the company Address is available in the Main section 18 If you nght mouse in the address widow you will have the option to copy the address then paste where you need tt Click on Close to go back to your previous window F G4Client Information John Smith Ltd lt gt Testi lt gt 00 01 51 Main Contacts Staff Execs Bankers Lawyers 4 6 Into F Client Legal Name 300000 BL Ltd Business IY Client Name lias John Smith Ltd Individual Description a I Active Address 125 Happy Street 1 F m 5 Vancouver BC W35 5T1 M Client Billable Hold Mo Time E spense Create Mew Contact From Client Compute Interest Humber E mail georges com haeste al Esec a V Email Statement Direct lar 363 9292 Ext 234 John george isl com Cellphone 789 255 333 John Client Type Client Empt ai Rate Factor 1 00 Empty Empty Tas Code BL Exp Yard Modify Firm My Compary name goesHere Branch Partner Paul Artrer Edt Sector Services o e Primary Engagement PO Last ear Completed j2
19. e note Click Save The Appended Note is now in the notes section Anyone who opens this Engagement will be able to see tt 21 ees gt John Smith Ltd lt gt Testi lt gt ROE Dunn lt gt Bookkeeping lt gt 00 00 04 GSTS sinc vyohcomr1 Training File History Add Engagement Window Action Help scr Critical Date Applications Wed M ay 07 2014 a A ack to Finale T2 Caseware PI 0 00 General CF 0 Main Formula Trix GAM YP Library Items to Clear Vie sO Client Info Folder Expense Refresh rf cc S G fre Ure g JEE ks WIP Sent Received Custom Custom Custom Custom Custom 4 gt 5 F Clients T est Bookkeeping201441 Jul 15 PD7A Payment for June confirmation with back up pdf f F 4Clients T est SExcel 20144T est May 08 Summary of payroll xls Please prepare as soonas possible as Dunn has gone back to school Oncecompleted send it to me toinvotce ltem s Linked to Note F 4Clients T est Bookkeeping4201 441 Jul 15 PD 74 Payment for June confirmation with back up pdf lt Paul Artner 8 5 14 9 18 AM gt 1 Append There is an error on the second page Watch for this with the year end Gi Append Ta Work P Review 28 Security amp Staff ye Page P Bill cD To Biling In the Engagement window When you click on the note the file that was Referenced shows in the Item s Linked to Note display window 28 In the Engagement wind
20. e part of the same chain double click on a note in the conversation Only the related notes will show ner lt gt John Smith Lid lt gt Testi lt gt hotice of Objection lt gt Other Special Services lt gt Oki 575 vsine rohecome raimin J Tu oc 8 E wl ee ooe EE OO EEEN Taves 2013 Aate 100 Partner Rate aeren Received Custom Custom Custom Cuntom Custom lale 4 A topea LA wak L Reier AR secui 2 sum PE Te ea Gi To Bang Clickthe Back button to retum to the main Note display 35 Communicating Externally About Your Task Set aeeai Carton Comte Gatos Gm Got Cate Fras T eel Bek eepr 2 1 dd TS POT Peed for re Soret eat Baek up pel Bey Te ME eee AT eee Wey OP Grena of pand ol Tre A O Merinage Invert Ophent Fermint Fest Bw oben ii B a i Fug AJJ Chae attach Dmi Fes F Pren PL AE io ats kalo Sa re 5 pagis Pema i i hte or ee oe ese W oe a ji abh iha pim rid Dear Jets Smh Lid Heather Aorr bon WehCom Software Ine 77a SIOA Diren 6 4100 Office er Ma EB be pated Thee maip we imi comby foe the m cd ke urd on ety eel obs end a CORTON Ocoee Del ii pT Bari mapihi Eor bebe cer jbh maita 1a ibe med aed Pep Ei pi lai pete by bia pha ra SH aE I om lawa PES So athena meq p etnctly prodded Thank you Yaa T Preah G1 TI Inthe Engagement window click on the Send E m
21. e window Mg oertmer lt 2 Jobe Smith Lid c gt Test coe una c gt Beskherping lt gt DEDNI GSTS vsine welt one Teaming F PRO i chee Ariy FE eree mE 8 2 ro u racs Searle a May 17 2008 Tae 2004 Aste 100 S Pamer Aste Sunded wor CG WIP Sev Aacewed Custom Caon Com Custom cafe FA Cheney s ent Bheng cl Jul 1S PDT Pene lor dune conina wath beck up pel Pleate propane at 1oenas porbbe ot Duan hii gone back bo bthotl Urse completed ieri loien g ie Tkane in cary en Watch lor thn vath the pew ened 0 DRL am ee Ber ba grn ou rem In the Append Note window Enterthe Note about the second page Checkoff the Reference Files check box so you can point to the document with the previous years page 26 tohn Smith Ltd lt gt Testi ROE Dunn There is an eror on the second page Watch for this with the year end All Files F Chente Test Escehz01 4AT esti May O7 ROE Summary sls F Chients Test SWyord4207 4T esti May OF Cover Letter doc F Chients4 Test SBookkeepings201 441 Jul 15 POFA Payroent for June confirmation with bar q Private Billing Note Save Cancel Reference Files inthe listing of All Files that opens below the note section select the Payroll Records document These are all the files that have been linked to this task Selecting one or more of the files before you save your note connects that file to th
22. em and press the Delete button 48 am 5 Time Sheet Of x Engagements Task Service Aate Percent John Smith Ltd Client T Name or Number Smith John lt gt Tesh Biling Message Only Se Stalf Paul Artner q M IreActive Only YE FS Compilation 2006 Compilation Review 0 00 O07 Testi John Smith Ltd Bookkeeping 3rd Quarter Bookkeeping Standard 100 0 00 O05 1 My Company test Bookkeeping Cost 100 0 00 0 05 Tests Home Company Ine Payroll July 2012 Internal Accounting Cost 100 0 00 O20 Test Smith Johr System Standard 100 0 00 0 18 Test Jahn Smith Ltd ROE Dunn Bookkeeping Standard 1003 Services Date System lt Sys 99 gt E By Code Fate Standard Non Billable Thu May 0G 2014 Hours 0 00 Fate 100 00 Standard Total Hours 0 08 Report Thu Hay 0S 2014 Thu May 08 2014 Daily Cut OFF eet 0 The total Hourson a completed Time Sheet should equal the total hours worked dunng the day To see an overview of yourtime forany given penod selecta beginning and an ending date in the boxes below the Report button and click on the Report button Justasitisa good practice to log on to Page at the beginning of your work day itisa good practice to exit Page at the end of your work day through your Time Sheet window Click on the Exit button to close your Time Sheet and log out of Page If you choose the Close button instea
23. et cancelled the notification e Importance Icon indicating work that isa high low orrush pnonty and Blue Folder indicating that it has been sent for Review The Reference Guide gives you a quick summary of the meaning of these and other Engagement features We ve looked at Engagements in Action lists Scheduled lists and Pending lists Each of these lists are based on the work load of individual staff members These are the same tasks that are listed in vanous staff members Action lists The Client All list shows all the current Engagements for the client you have selected On the Client All page you will also see detailed information regarding theiraccounts receivable and work in process aswell as access to the client information section 10 Finding Client Information Since the Notice of Objection task Is not in your Action list you need to look in the Client All list Dee oS ih De rene Fy Toe Sr Cer vever Bear Fe A A Wait Reese ae ET z F ayhan M a fina sore Tes gt onpa lt 2 1 J Sreth Joha Tan PalAma Taa Homa _ Records Fiecondh Records Flenonds py testes Tax Aetum AetumPrnted Fenm Marked Traina Cale Loaded Fiequeated Alequeted Fequesed Aecewed Flecened Filed br POF Complete aa i In the Home window SelectJ ohn Smith Ltd in the Clientdrop down menu to choose a client by their number instead of name uncheck the By Name box to the nght of the drop dow
24. g Main amp Items to Clear K oa Client Info Ider Expense Refresh Long Description Budget Ti Bc e Fan ID Undock Target Datefwed May 14 2014 v Critical Date Sat May 17 2014 TaxYearl2014 Ratef100 Partner Rate Standard WIP Sent Received Custom Custom Custom Custom Custom Custom eS F Clients T est Bookkeepings201441 Jul 15 PD 74 Payme F Clients T est SExcel 20144T est May 08 Summary of pay g n f nt for June confirmation with back up pdf roll xls fo Full Path lt Paul Artner ETA 4 5 40 PH gt View Versions progress to AdaInistra Edit Program Please prepare as soonas possible as Dunn has Rename or Move File gone back to school Once completed send tto x Set as Special Document me to invoice mp Open Containing Folder Send To ltem s Linked to Note There is an error on the second page Watch for this with the year end Bi Append Ta Work E Review 28 Security 2 Staff ye Page P Bil Q0 To Billing In John Smith Ltd s ROE Engagement nght click on the Summary of Payroll document and select Send To This opens the Save E mail window and also attaches the selected document to the E mail This option also works when several documents are selected atonce using your Control or Shift buttons on your keyboard Follow the procedures you leamed eanier to send thisemail 40 Using Quick Engagements with Phone Calls I
25. gelahon AW Dazd aed Rect y Ceea Beaty Src a Schedule 2 Haka FUE Serd bo Hechory Yea End Year Ered Sarad EL Reconds Agpacered ia Taa Retain a 4 Prii Fiad Trairina Data Lioached Recceds Reccds Lette Signed Lette Sert Alaquediad 1H FRlequesied ind Rlecenved A Inthe Home window click on the Scheduled button next to the Action button to see the Scheduled list Engagements that are near theirtarget date cannot be moved to the Scheduled list Scheduled Engagements will automatically move back to the Action list on the date you selected when you scheduled them if you want to retum an Engagement to your Action list before the Scheduled date nght click on the item and click Cancel Schedule Fiona needsto complete the work for one of J ohn Smith Ltd s Engagements before you can review them In the Home window Ty PAN r Teal Right click on the task you will not be working on until someone else has done their part Select Pend in the drop down menu Pend should only be used if you have sent the engagement bo someone eke and are waiting for a reply Schedule should be used in all other Instances Do you want bo abort pend Inthe Pend Engagement box click No The message in the box reminds you that Pend should only be used if you have sent the Engagement to someone else and are waiting fora reply T partner lt gt 5mith John lt gt Test lt gt 0 lt gt 00
26. j Fema Leki Sr Erte Retete ee ee Ba ea EEEE EEEE EEEE EEEE EEEE EEEE Ha aaao E i bt Hit EE aAa S Pe ET E P EE ESTEE 4 get E E EE EEES EET A PHT ie Ht K ana aa ae EEEE ERA ban A 5 Ar pet he S kas A A ae dee e EEEE ATETA sia sans aan aa aa eni ee e Fora quick evaluation of the remaining Engagements click on the Engagement and hold yourcursor over the Descnption column to see the last few notes in the Note section C4partner lt gt Smith John lt gt Test2 lt gt 16 lt gt 00 43 28 GSTS sinc yohcomr1 Training lt gt T1 amp Personal Tax Services Timer HF My Company Add Engagement Window Reports Help File Admin History Time amp Billing Client viewer GA fami re lt gt Test2 M ByName T A gt Emh John lt Test2 gt x Ti Undock S I LastFrom Account Client Name Description YearEnd Critical Date TDate ViewedOn WIP ARI omy Paul Artner Testi John Smith Ltd ai of at Dec 31 30 8 14 27 8 14 7 5 14 0 25 0 00 PaulArtner Test2 Smith John F Paul prm E H kY 72011 5 59 PM gt Hes E i 2778 13 7 5 14 0 62 0 00 lt Paul Artner 8 13 2011 2 11 PM gt Work in progress to Fiona LePrep Fiona this is late Please complete it as soon as possible Records Records Records Records Signed Forms TaxReturn Return Printed Return Marked Training Data Loaded Requested 1 Requested2 Requested 3 Received Received File
27. last twenty Engagements opened in the current Page session Selecting one of these opens the Engagement in a separate window leaving the home window open File Admin History Time amp Biling Client Viewer Timer HF My Company Add Engagement window Reports Help Away M ByName A gt sn Out of Office Cient 2 Custony Custom Custom Customy Customyd Show InHouse Window S LastFrom Last Sent To Description lt Test1 gt John Smith Ltd lt gt ROE Dunn c lt Test1 gt John Smith Ltd lt gt Notice of Objection Ea PaulArtner Fiona LePrep HST Annual 2011 lt Test1 gt John Smith Ltd lt gt YE FS Compilation 2008 lt Test2 gt Smith John lt gt HST Annual 2011 lt Test3 gt Home Company Inc lt gt Payroll July 2012 Training Data Loaded General CF 0 Statements PI 0 00 Open Statement Email History EXP 0 00 Trust Not included 0 00 ec gait Collection Notes Total 8 84 Hide TH F allay Using this menu option you can open several Engagements at the same time Time willbe tracked in the active Engagement only 42 re ke Fare i Fel tek la LEG BS DP were pears Te at br tye hraa ry a T pep e i n F ones Fo p iawn e Taah Te iai Fi PHO g mint Voom Erg Tona Ere Eare Fimen Trepi Lee byi Lei a p Te g a Assuming that you have opened the 2008 YE Engagement at some time dunng the day Inthe Window menu select the 200
28. link to this information in the WIP workspace To delete an incorect link select the linked document and click on the X To create a blank an Excel Spreadsheet click on the Spreadsheet button the Name Year Input window will open Name Year Input File Hame 1 Map 07 Year 2014 2 bd W Include Date in filename Period In the Ale Name window Enterthe File Name Roe Summary Check the Year When you press Submit a new spreadsheet will open It willbe saved and linked into the WIP work space of yourcurent Engagement The Word button above the Spreadsheet button works the same way O0 00b 12 GSTS vsinc te es John Smith Lhd lt gt Testi lt gt A0E amp Dunn lt gt Bookkeeping Tanget Date ied Map 14 amd Dicas Datel Sat May 17 aid To create an Excel or Word document or spreadsheet from a template nght mouse on the Spreadsheet button and choose from your existing templates Finding Client Information While In an Engagement partner lt gt John Smith Ltd lt gt Testi lt gt ROE Dunn lt gt Bookkeeping lt gt 00 04 52 GSTS sinc yohcomr1 Training File History Add Engagement Window Action Help Personal Critical Date Applications OOOO i freama 07 2014 07 2014 a4 ack to Fineale T2 Daseware FI 0 00 General CF 0 i 5 Main ee wa vrtibesy temeto Cer g 3 on SLper i Wick Long Description E Budget Folder Expens
29. ll P Pending o Action 15 Scheduled Each staff member has their own Action list Generally changes made in your Action lit do not affect others Action lists File Admin History Time amp Billing Client Viewer Timer HF My Company Add Engagement Window Reports Help Smith Jahn lt gt Test aj W BuName A gt Smith John Tes T Undock D Standard 5 Today 0 AlS Test Smith Jc 1 Process Review Dec 31 13 8 14 10 81 75r 40 22 0 00 nee Tan one Smid Notice of Objection 30 84 aAA Feed 0 25 Paul Artner Testi John Smith Ltd YE FS Compilation 2008 Dec 31 13 8 14 10894 F454 1 45 0 00 Training Data Loaded General CF 0 rity 15 Scheduled TH Client All Pending y Action ii 2 ia P i Engagement Se Expense An Action list may include e Engagements that can be worked on ata laterdate e Engagements in which you are waiting for someone else to complete their portion of the work and e Engagements that require immediate work gt Smibh John lt gt Test gt 16 lt gt De LS GSTS oine Folconirl Traimaing lt gt Ti amp Personal Tax Services YE FS Comedaton 2008 Cancel Herity Set Reminder Aiaioe Future Sond te Hiriy Fenat Fecit Fenat Recods Signed Fern Ta Asun ARetunPrted Felan Marked Tarina Data Lorded Aepensji Aequeded2 Aspaned3 Recenved Recerved Fiad ta POF Compia berme bo Diss General CF 0 In the Home window
30. n OR Clickonan Engagement for ohn Smith Ltd in your Action list and click on the Client All button Click on the Client Information button this button is also available inside an Engagement to open the Client Information window and type ina new mailing address 11 ENGAGEMENT WINDOW Setting Up a Quick Engagement Engagements can be set up fortasksas basic aSprepaning a letter orascomplex ascompleting an audit New Engagementscan be setup asneeded gt eg kahi Senith Led Test lt gt Soh GSTS a raoir Training File Admin Hitoy Time abiy Client Viewer eH My Comper AddEngagenent Winda Reports Helo TA F ByNane a a Erh Jorn Ten Dec 31 pi Fau Airai Fama Lesap Hosta Obrir Mes J HLE E Ms Fiona LePrep Pod drier Boot keeaerey Grd Quarter Dec 31 MAGA Zagat Hom invece hute Dale alee Anant Own a Diabeet ww om a IeM Pi 000 AE sia Hatt echaded nF amc Total 39 13 In the Home window Select ohn Smith Ltd from the Clientdrop down box Clickon the Engagement button also know asthe Quick Engagement button 12 Ca John Smith Ltd lt gt Testi lt gt 0003 00 Presets lt Custom gt Services Description 451 lt Other Special Services gt Add to s dd Time and Nates to Existing Engagement F Sowt by Description Non Billable TasYea 2014 Critical Date Sat May 17 2014 Target Date wed May 14 2014 gt pet Out Rate Percen
31. n the Client drop down menu choose Smith John and click on the Engagement button to open the Quick Engagement window It isrecommended that you do this at the beginning of the call o gt feste 8 oo LI S15 wai seven mae i gt Domki eeping ee aq omer i E PF el a je ae a Earr Pert ast ES d thew p Services 5 M Sorby Description FT fon ecra aa ooo po BAA i Eai E Change u Rate Percentage 100 3 Sisi 1 Fant Astro Al e yga B TE E Met Secured iai 2 r E FunaeEngagemena FF Sendas Wok on Creston KI Leng Dernipton etanal Aas Scot Hos a Hd Larrea a Piri E AR oo aw ooo OO Total Hours Cipri Quote 00 WiP 1 2 Pr ano Giese __ Carce pe Oop Th 9 Total O b Tre res Omaa Pena C Act FS setts S Joes In the Quick Engagement window Enter information in the Notes box either during the call or immediately thereafter When the call is finished Fill in the information to create a new Engagement The time and notes will automatically be added to thisEngagement OR Use the Add the Time and Notes to an Existing Engagement drop down menu to choose an Engagement for the notes OR Copy the information using your keyboard shortcuts Ctrl C and paste it elsewhere OR Cancel the Quick Engagement and delete the information 41 Utilizing the Recent Engagements List The Window menu in the top baropensa list of the
32. ng lt gt 0000039 GSTSivsine vohcomel Training m Fingal Critica Disie e Maj La ved bey OF 200 Af Tuj e g rete unae O TatgetDate Wed May 14 2014 z CrticalDate Sot May 17 2014 x Tae vea 20H Rate 100 Patne Reefs Sem Received Cumem Cusa Custom Custom gale Peery Det atone et T Mie OF Caper Letter doe b Aided E peoga ta ber Ala irira Plenare prepare aa zoon aa podtibhe as Dunn haa gome back bo aa te ae ea cchool Ono comp eted send i io melo inven ee wet From Chant Root 1 Copy from Gid Polders Copy Freer a w E 4 rE J Aawa A Wok Review 0 soy Bsn po Neea E Totas Right click on the Paperclip button to open the Copy from Old Folders window All the documents and sub folders contained in the old folderare displayed in the window Both documents and Software Program data can be linked from your old folder system All the documents and sub folders contained in the old folders are displayed in the window Pink highlight indicates link to a folder Linking data from software programs like your Financial Statement or Bookkeeping software involvesan additional step Before you can finish linking the data you will be presented with the vanous programs in your system Select the one that operates the data you are linking 23 TIC Usershmorrison Documents Copy of 1265 Apr 17 Copy of Time in canada ska Copy of Expense December 2013 s
33. ow click on the Review button to open the Submit To window The Work button functions in the same way asthe Review button except that using the review button causes the folderto change to blue Sea Rewmi Cute Guten call wl Falen Teg kr 2 Jul TS PO Peed fer dure oe FCs Test AE et aT eet ly E Suria of parol ads SST SSeS es TE TT Se Pee E T mT ee a ee ees e Peete peepee ad pete et phi he ot Det het gee back doa hae Olio completed irdd joma fo ino j Thi E bn ana on ihe ee end al 1 PDT Pier to Jone pr A torera a wo pla A seny amp og Poe ein al To B rg In the Submit To window Select your reviewer from the Primary list Add a Note in the note section Checkoff the Reference Files check box The Reference listings for the Review and Work buttons work much like the listing forthe Append button except that they open to the nght of the Submit To section They look similarto the nght side of the Engagement window Selecting the Summary of Payroll soreadsheet will make it show up in the Note Selection display while remaining linked in the WIP workspace 29 In John Smith Ltd s 2008 YE Engagement click on the Append button Ga John Smith Ltd lt gt Test1 YE FS Compilation 2008 The records were yer disorganized It took one extra hour to sort them out this i noted for billing reference gP Private Billing Note Save Cancel Reference Files
34. s St Wed May 07 2014 1O ack to Frncalc T2 aseware FI 0 00 General CF 0 Main Formula Tris ah VP Library Items to Clear m Pes Client Info Expense Refresh Received Custom Custom PaulArtner 7 5 74 6 35 Pe gt 1 New Engagement Sli it Paul Artner 7 5 14 5 40 Pa AdaInistra Please prepare as soonas possible as Dunn has gone back to school Once completed send it to meto IN OICE Item s Linked to Note lt Paul Arner 7 5 74 40 Phl Additional Notify Me aipe 9 Back is B Append Ta Work g Review 28 Security 2 Staff bp Fage Ly F Bill ET To Biling To move a file from one of the three workspacesto a different one select it and with your left mouse button held down drag and drop it into the tab forthe other workspace To create a custom tab select an item from one of the three workspaces and drag and drop it into the custom tab The system with prompt you to name this new custom tab Once you have named it the item will be linked in the custom area it will also remain in one of the three standard workspaces Itemscan not be linked directly into the custom tabs they must exist in one of the three workspaces first but can be brought into the custom tabsafter The placement of items in the custom tabscan be sorted by nght clicking on the item and choosing a move option 22 Linking items from your previous system lt gt Bookkeepi
35. seeeeeesees 41 Utilizing the Recent Engagements USt sssesseessssrnrrrrrrresssrnrrrrnrersssrrnrrrnrreessnrnnrrrnreensrrnnnnnn 42 MME SHEE eye recent E E E A meoneas 44 MAG HNG UMG aer A T 44 FINAUIZING YOUR TMG Nee Eaei ii a E E E E 45 LOGGING ON In orderto make the most efficient use of Page it isgood practice to log on to both Page and Outlook assoon as you start your workday P tal voham Double click the Page icon on your desktop and enter your password to open your Page Home window HOME WINDOW Understanding and Managing Your Home Window VohCom Page is built around the concept of completing Tasks or Engagements The Action list which automatically opens when you log on to Page isa list of Engagements that require action from you This list can also be accessed by pressing the Action button G4 partner lt gt John Smith Ltd lt gt Testi lt 20 lt gt 00 19 33 GSTS sinc yohcomel Training lt gt Fie Admin History Time amp Billing Client Viewer Timer HF My Company Add Engagement Window Reports Help Paul hea Tei John Smith Ltd Notice of Objection 3078 4 77 fy 4 75 4 0 25 0 00 a Paul rtner Test2 Smith John HST Annual 2071 Dec 31 3078714 erfold AoA 0 32 0 00 Paul Artner Test John Smith Ltd YE FS Compilation 2008 Dec 31 1378714 1084 zrod 1 45 0 00 Training Data Loaded General CF 0 fa esr ae oer as tale Engagement so Expense H TDUTI Client A
36. t or Close 24 Right clicking on the Word Document or Excel Document buttons and selecting From Template opens the VohCom Page Templates window Pie Het fold Sng Windies e hg ar TE Undoc Target Gate fwfed May 14 2074 Ceticalate Sat Ma1 AA w Taxes 2074 Rote i00 Partner AatelSianded WIP Ser Penred Cmpa Custom Cin Custom i cafe est ond Tei Moy 00 Coe Letter dae and E rcha Dae an nare em Vea De ara gee Bew Do la r MI mw cs In the Templates window Select the Template Category Standard inthe Template list click on the template you want to use You may not have the templates listed here since these will be unique foreach fim Confirm the File Name Click Submit This process willopen up a new Word or Excel Document which will then be linked to the Engagement and saved in your server file system In addition to linking documents and data Engagements can also be cross linked that is linked into another Engagement 25 Communicating Internally About Your Task The left side of the Engagement window contains the Notes Section This section is for communication within your office about this task The note from the Engagement Setup isentered automatically when the Engagement is created The date and time of a note showsat the top of the note On the lower left of the Engagement window the Append button opens the Append Not
37. tage fioo Status m Importance Security E a Sun Ailine oj e c 4 ej ts Rate Standard gt Hours 0 25 Standard Nonna Importance Not Secured Stalf 2 Future Engagement O W Send as Work on Creation Long Descriphorc Optional ia Hote Total Hours 00 25 Chent Quote 25 00 O ime oea In the Quick Engagement window Entera brief Description of the work ROE Dunn Beginning the description with the main category to which the work belongs ROE makes it easier to find later in alohabetized lists Select the Services code 100 lt Bookkeeping gt for the ROE Set the Critical Date by which the task isto be done Select the Staff member to do the task and assign the Hours it is expected to take Minutes are listed as fractions of the hour 30 minutes are 5 hours The search button allows advanced search of staff members by name or position Click Create When the Send as Work on Save check box is selected the Submit To window will open 0 You do not have to use this option to create an Engagement however it will allow you the opportunity to add details to the Engagement during the set up process Submit To Primary A Additionally Notify ql Ada Inistra Admin Ada Inistra Admin Fiona LePrep Fileprep Fiona LePrep Fileprep Me Partner Partner Me Partner Parte Paul Arner Partner Paul Artner Partner apg admin A
38. tandard 100 0 00 0 05 1 My Company test Bookkeeping Cost 100 0 00 0 05 Tests Home Company Ing Payroll July 2012 Internal Accounting Cost 100 Client Date Name or Number Thu May 08 2014 r Engagements By Code Fate Standard i Hon Billable Billing Message Only pe Rate Thu Man 08 2014 10000 Cien Thu Map 08 2014 Stalf Total Hours Cut dit Daily Paul Artrer q To lreActive Only 0 05 eff fle If your time wasaccumulating while you were working in an Engagement the time entry will include the Name of the client and the Engagemenyt Task in which you did the work If the time was recorded while you were outside an Engagement asin when the Home window wasopen a Name will be listed but no Engagement Task If the entry is highlighted in orange it will need to be cleared before the Time Sheet is complete Some of Page sfeatures are not available if there are still Orange entnes One way to clear orange highlights isto assign a Services code and provide an explanation for the time entry 45 ptem reor bilable Coa ix Jahri Sraith Lid TE FS Compilation 2008 Compilation Review 100 0 00 CLO Test John Smith Lhd Bookkhecpang d Quarter Bookkeeping Standard 100 0 00 O05 1 My Compary lest Bockkeeprg Cas 100 0 00 O08 TetS Home Company Ine Paypooll July 2012 inaral Accounting Covel 100 Cieri Senices i 2 stem noncbilabie lt Sye Sda gt 7 By Code
39. tion can be entered manually The drop down menu will list the available Engagements Click Save Click Append type a comment to descnbe what hashappened sent an email to request the SIN for Dunn as noted below 00 Q 38 Sent an email to request the SIN for Dunn All Files F sClients s Test SEecelh201 447 east May OF ROE Summary xls F Chents Test Wwyord4207 44 est May O7 Cower Letter doc F Clients Test SBookkeepimngs201 441 Jul 15 POVA Papment for June confirmation with bac F Clients Test SEscelh201 4 Test May 08 Summary of payroll xls F Clents Test SEmessages4 201 44 Test May 06 to Smith for SIN Dunn m g Click Close The E mail will not be sent until you click close some firms will have to Allow the email to be sent as well depending on their system sec unity The E mail will be linked in the ROE Dunn Engagement under the Senttab If ohn Smith provides the requested SIN information using the reply option in his email the client and Engagement will automatically be selected when you save his response Like the WIP tab the Sentand Received tabs open spaces for linking work While the pnmary purpose of the Sent and Received spaces is to link documents related to extemal communication any document can be linked in any one of these three spaces 39 Bookkeeping lt gt 00 01 11 GSTS sinc yohcomr1 Training Personal Critical Date Fincale 2 PI 0 00 General CF 0
40. y 08 2014 10000 Standard Thu May 08 2014 Total Hours Cut Dif Daly iia oe T0 l In the Time Sheet Select the unassigned Smith J ohn entry Clickon the Engagementdrop down menu and select the HST Annual 2010 Engagement The associated Servicescode will automatically show in the Services box Check the Hours Click Save A third way to clearorange highlights is to merge the time with existing time This can be done even ff the time isnot highlighted 47 John Smeh Led YE FS Companion 2008 Complabon 000 D07 Temi John Sath Lid Bookkeeping Jed Uusia Book kerpey Standard TDA 000 Of 1 My Company baal Bewok Impure Cost Tones 0 00 O05 Tess Porras Citne Linc Paiol Juh 2012 E TT a a Cost 10 00 O18 Test Jobn Smith Led ROE Dunn Deckheesien Standard 100 7 Thu May 08 2074 By Code Rae Sueded ef IT fon Bitak Billing Message Oriy ata New 000 Deive Rate Cancel 10000 Standand Sue In the Time Sheet Select the unassigned J ohn Smith Ltd entry Holding your left mouse button down drag the time entry onto another time entry and let go YohCom Page j Do you want to merge the time entry John Smith Ltd 0 00 hours to John Smith Led ROeE Gunn 0 00 hours Inthe Merge window that opens click Yes A final way to clear orange highlighted time entres isto select th
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