Login Screen Instructions:
With the release of Version 18.1 ImagineTime allows multiple users to bill by billing partner, office location or global accounts at the same time. The billing partner for each client is identified in the Staffing & Location box of the Primary Contact Information screen (left side) of the screen.
If you select a billing partner when you open the dashboard, you will only see the clients for that partner. On the other hand, if you leave the partner window blank, all the firm clients will display in the dashboard. Likewise, if you select an office instead of ALL when you open the dashboard, you will only see the clients for that office. Also when opening the billing dashboard you can open using a combination of office location and billing partner.
Upon opening the dashboard the 3 buttons across the top display the settings used when opening the dashboard. In the example below FOL is logged into ImagineTime and is the Biller. FOL is billing for only the Florida office location and for accounts that have JJP as the Billing Partner.
The basic rule in billing allows only one staff to bill a particular client at a time. The user logged into the Dashboard is determined by the ImagineTime ID used when logging into the ImagineTime software on that computer. When creating an invoice that user's ID will be associated with the invoice until the invoice is posted. If another staff person attempts to bill for a client with an un-posted invoice then the RED initials for the originator of the invoice will be displayed in the bill type column. Check with the originator before selecting your initials from the drop-down list to proceed to invoice the client.