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

o       General Receipt Report

o       Expenses in Date Range Report

o       Referral Report

o       Time, Billing and Collections Report

o       Settlement Statement

o       Files by Selected Status

●        Import data - Overview

o        Import data - Import

o        Import data - Configuration

o        Import data - Contact-file relationship import details

o        Import data - File import details

o        Import data - Contact import details

o        Import data - Sharing templates

o        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]

Amicus Cloud (July 2023)

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