Tools, Reports, and Import

Tools, Reports, and Import

Complete various Amicus tasks such as searching for information, running reports, or importing data.

Topics

Calculate dates

Do a search

Do a conflict check

Run reports

General Receipt Report

Expenses in Date Range Report

Referral Report

Time, Billing and Collections Report

Settlement Statement

Files by Selected Status

Import data - Overview

Import data - Import

Import data - Configuration

Import data - Contact-file relationship import details

Import data - File import details

Import data - Contact import details

Import data - Sharing templates

Import data - Log Output

Use the Microsoft Office Add-in for documents and document templates

More Topics

Add time entries for items (Time Entry Assistant) - (Time & Expenses)

Change multiple time entries (Mass Time Entry Change) - (Time & Expenses)

Send late payment reminders (Collection Assistant) - (Billing)

Work with time entries from the Floating Timer view - (Time & Expenses)

Precedent Workflows

[Main Topics]