Your Practice Made Perfect

Screen Share 1

• SCREEN SHARE

RingCentral Meeting 1

• RingCentral Meetings

Error Code #3340 2

• Error Code 3340 Instruction - OFFICE 365
• Error Code 3340 for Windows 2010 & Windows 2013

Reference Materials 1

• The ImagineTime Manual

FAQs 17

• How Do I Backup/Copy ImagineTime Data?
• Client Balances for WIP/AR Not Correct; What Do I Do?
• What to do if I Forgot my Password?
• Seeing Zeros / Blank Fields in Billing Dashboard/WIP Gone
• Updating Client Balances

View all 17

Take A Video Tour 7

• ImagineTime Practice Management
• ImagineTime Time & Billing
• ImagineTime Due Date Monitoring
• ImagineTime Work-Flow
• Client Portal Overview

View all 7

Educational Webinars 2

• Educational Webinar August 1, 2019
• October 2019 - Year end Planning

Videos 32

• Log-In
• Company Setup
• Work Codes and Engagements Setup
• Setting Up Staff
• Menu, Ribbon Passwords & Rights

View all 32

General Information 6

• ImagineTime Desktop System Requirements
• About ImagineTime Screen
• Download MS Outlook Email Integration Tool
• View Important Matters
• ImagineTime Support Session

View all 6

Clients / Contacts 6

• Edit / View Transactions
• Group ID with Client Subsidiaries Billing Setup Notes
• Creating Customized Lists
• Deleting A Client
• Sending an email blast

View all 6

Time & Expenses 6

• How To Expedite the Entry of Time Slips?
• Edit / Delete Time Entry
• Time Not Calculating Correctly
• Reporting Time Write-Offs
• Can time and expenses that were written off be brought back?

View all 6

Billing 19

• Saving Invoices from Billing Dashboard to PDF
• Adding Multiple Bill Explanations to Narrative, Progress and Super Bill Descriptions
• Progress Bill Helpful Tips
• Setup of Master Super Bill Templates
• How Do I Correct/Edit/Delete a Posted Invoice?

View all 19

INVOICE EXAMPLES 2

• Detail Bill Example and Settings
• Show Condensed Staff Hours and Rates on an Invoice

Billing Dashboard 2

• Billing Dashboard Is Acting Up, Functions Missing, Why?
• Login to Dashboard

Collections / Statements 4

• How Do I Un-post/Delete A Payment
• Edit / View Transactions
• Apply Hanging Payments
• How to enter opening accounts receivable balances

Calendar / Due Dates / Workflow 0

Due Date/Workflow 5

• I'm A WorkFlow User Creating Custom Subtask Steps for my Forms and Tasks. Can I Delete Subtask Step(s) for Specific Client(s)?
• Is There a Due Date Report to Show Fees Charged?
• How to Assign Forms/Tasks to a Group of Clients.
• Cloning or Rolling Tasks and Forms to the Next Year
• How to prevent form or task for client from cloning.

Reporting 14

• Which Client Has The Most Billings?
• Reconciliation Reports To Run Monthly AFTER Billing
• Report Date Not Saving
• Updating Audit Snapshot
• Issue with Running the Daily/Weekly Report

View all 14

Setup / Utilities 10

• Change Clients ID / Status
• How Do I Restrict User Access?
• How to Limit Staff Access
• Staff Level Users Can't Edit / Delete Over 30 Days
• Enforce Association of An Engagement on Time/Expense Entry

View all 10

Error / System Messages 50

• 5 Error: Invalid Procedure Call or Argument
• 8 Error: Mod Utility - Checking for Update
• 11 Error: Microsoft Access - Copy URL File
• 52/53 Error: File Not Found
• 70 Error: Permission Denied

View all 50

Fixes & Updates 14

• #1 QuickBooks (QBFC) Runtime Installation
• #6 Data File Repair Utility
• #8 FMSmemo Repair Utility
• #10 Email Blaster Utility
• #12 Email Blaster mde For Server Installs

View all 14

Maintenance & Tune-Up 7

• Updating Client Balances
• Updating Data File to Installed Program Version
• Ribbon Reset
• Version 17.5003 Upgrade Instructions
• Disconnect from data file when using ImagineTime Cloud

View all 7

October 2019 - Year End Planning 0

ImagineShare Portal 5

• How to use an AssureSign template in ImagineShare
• How to request a file using a secure link in ImagineShare
• How to add a client in ImagineShare portal
• ImagineShare Tutorial-How to add a client
• ImagineShare- Client Workspaces Tutorial

ImagineShare Outlook/Email Help 5

• Outlook Add-in Instructions
• How to Customize the "From" in Outlook Email
• How to Request a Signature using the ImagineShare Email Plug-in
• Requesting a Signature
• How to Send and Receive Files from Outlook Plugin

How to Create a Template Using AssureSign 2

• How to Create a Template in AssureSign
• How to Create and Use Envelopes in AssureSign

Multiple Office Location Feature 3

• Multiple Office Location Feature Overview
• Multi-Office Billing Dashboard LogIn Screen
• Quick Start for Using Multi-Office Location Feature