Administrators can add items to the navigation bar for quick access to firm resources. Cash receipts and billing views have been expanded. Un-applied payments have been added to Accounts Receivable views. Administrators can add items to the navigation bar for quick access to firm resources. Data folder linking allows administrator to link a staff member s human resource document to a folder on the network.
Administrators can add items to the navigation bar for quick access to firm resources.
Template Manager Template Manager is a new addition to FirmWorks that allows users to set up documents and workpapers that are accessible from anywhere in the FirmWorks System. Template Manager accepts any file type and exchanges data with Microsoft Word and Excel. Field level mail merge and data exchange from Notes to Word or Excel. Documents that are created from Template Manager are editable in Lotus Notes without having to save as an attachment. Document changes are recorded in the Activity document as the document is saved in Word or Excel.