How to work with SingleCase: a guide
Client Cases Documents Timesheets Tasks Deadlines Mail Calendar Invoicing Management Reporting
By Roman and 2 others3 authors43 articles
How to add a statement to an already issued invoiceWhat if you want to do a change afterwards?
How to add a Client, Case?
How to edit Client, Case?
How to set up access to Cases for SingleCase users?
How to delete a Client or Case?
How to delete a Client? (GDPR)How to comply with a legitimate client claim (GDPR)
How do I work with the "Third Party Overview"?Vedení informací o dodavatelích nebo externích spolupracovnících
List for state authorities and courts
Adding a new caseHow to create a first case to work on.
Searching for documents using logical operatorsHow you can refine your search in SingleCase
How to work with document versionsHow are document versions created? How can I compare them? How do I add a Client revision to a document?
How to add documents to the Project/Case?Choose from many ways to upload files and folders, including subfolders, to SingleCase
How to use SingleCase Uploader to upload documents (files)Simply upload documents or entire folders under your Project/Case
How to search for a document?
How to send the document?
How to recover an unsaved document?
SingleCase work record optionsRozcestník k vykazování.
Automatic timesheet suggestionSingleCase can offer timesheets based on what you're currently doing.
Timesheet overview, manual adding and editing
Editing a timesheet with commentsAdding a comment to a timeshett and sending it back
How do I submit my finished expenses?Where to enter costs for individual project/case
Stopwatch - how to turn it on and how it works
How do I submit Tasks?How do I submit my assignment? Which things can I enter?
How to create Proceeding?How to create a Proceedings? What are the other options?
How to create Periods?Would you like to add Deadline? What are the other options?
How does the system notify me of Tasks/Periods/Proceedings?
How to work with the task overview for a manager?
Tasks, Deadlines, and Proceedings
Synchronising emails from Outlookby connecting to your Microsoft account
How to add email messages to the CaseHow to add incoming mail to SingleCase in different ways, choose you way
How to send an email to the project/case email address?
How to get rid of unwanted email attachmentsCreate a blacklist of file types that SingleCase should ignore.
New invoicing
How to bill a client?
How to invoice clients from the quick overview?
Billing options on the project/case
How to create and credit a retainer invoice?Issuing a retainer invoice and other follow-up activities
Invoice Attachment: Template GalleryWhat does a timesheet/work summary look like for a client?
How can you invite editors to prepare invoices?Share the task of creating invoices among multiple people
The timesheet value changes to different amount when proceeding to For invoicing