Basic steps for using Practice
Set your Time Capture user options
Set your billing user options
Learn about the Client Dashboard
Learn about the Feedback Forum
Time Capture workflow
Use clocks to capture your time
Enter transactions manually
Manage banked hours
View monthly totals
Create custom invoice templates
Create an invoice
Edit invoices in Microsoft® Word or Adobe® Acrobat®
Reverse a posted invoice into unbilled WIP
Enter AR transactions
Correct AR transactions
Learn about AR statement templates
Create AR statements
Recalculate WIP rates and time amounts
Transfer and correct WIP amounts
View productivity reports
Run year-end procedures
Set the reconciliation date