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Go to SingleCase
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How to work with SingleCase: a guide
How to work with SingleCase: a guide
Client Cases Documents Timesheets Tasks Deadlines Mail Calendar Invoicing Management Reporting
By Pavel and 3 others
4 authors
32 articles
How to add a Client and Project/List?
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?
How do I work with the "Third Party Overview"?
List for state authorities and courts
How to work with Documents?
Searching for documents using logical operators
How to work with document versions
How to add documents to the Project/Case?
How to search for a document?
How to send the document?
How to recover an unsaved document?
How to Report and Record Work?
SingleCase work record options
Automatic timesheet suggestion
Timesheet overview, manual adding and editing
Editing a timesheet with comments
How do I submit my finished expenses?
Stopwatch - how to turn it on and how it works
How to work with Tasks, Periods and Proceedings
How do I submit Tasks?
How to create Proceeding?
How to create Periods?
How does the system notify me of Tasks/Periods/Proceedings?
How to work with the task overview for a manager?
How to work with Mail
How to add email messages to the Case
How to send an email to the project/case email address?
How to bill clients
How to bill a client?
How to invoice clients from the quick overview?
Billing options on the project/case
How to create and credit an proforma invoice?
How to work with Reporting
How to export timesheets overview?
How to view all unbilled work?
