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.

o Select Open to open the item.

o 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.

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

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

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

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

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

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

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

o 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.

o 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