Files > View a chronology of items

View a chronology of items

Click the Chronology tab to review a combined list of items related to a file such as email, appointments, tasks, phone calls, documents, time entries, and expenses.

If you are designated a billing user or supervisor, the file's bills, payments, and trust transactions are also listed.

In the Chronology view of a file

Open and Print display in the Taskbar.

Select Open to open the item.

Select Print to print out a Chronology report or save the report to PDF, Word or Excel.

Columns

An icon displays in the first column so you can easily identify the item.

The Subject is appended for some items to ensure that adequate information is displayed.

Email – "To/From Name" is appended to the left of the email subject

Phone – "To/From Name" is appended to the left of the phone call notes

Time Entry – "/ $" is appended at the end of the description

Expense – "/ $" is appended at the end of the description

Payment – "/ $" is appended at the end of the description

Draft Bill – "/ $" is appended at the end of the description

Invoice – "/ $" is appended at the end of the description

Trust Transaction – "/ $" is appended at the end of the description

The short Date format is used for all items.

Displays the Name of the creator for all of the records.

Items created in the Client Portal show the Client name.

Or in the Tools module

Select Reports > Files from the navigation pane, double-click File Chronology to display the Select File window and select a file.

Results