How to work with SingleCase: a guide
Client Cases Documents Timesheets Tasks Deadlines Mail Calendar Invoicing Management Reporting
How to add a statement to an already issued invoiceWhat if you want to do a change afterwards?
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? (GDPR)How to comply with a legitimate client claim (GDPR)
How do I work with the "Third Party Overview"?Vedení informací o dodavatelích nebo externích spolupracovnících
List for state authorities and courts
Adding a new caseHow to create a first case to work on.
Searching for documents using logical operatorsHow you can refine your search in SingleCase
How to work with document versionsHow are document versions created? How can I compare them? How do I add a Client revision to a document?
How to add documents to the Project/Case?Choose from many ways to upload files and folders, including subfolders, to SingleCase
How to use SingleCase Uploader to upload documents (files)Simply upload documents or entire folders under your Project/Case
How to search for a document?
How to send the document?
How to recover an unsaved document?
SingleCase work record optionsRozcestník k vykazování.
Automatic timesheet suggestionSingleCase can offer timesheets based on what you're currently doing.
Timesheet overview, manual adding and editing
Editing a timesheet with commentsAdding a comment to a timeshett and sending it back
How do I submit my finished expenses?Where to enter costs for individual project/case
Stopwatch - how to turn it on and how it works
How do I submit Tasks?How do I submit my assignment? Which things can I enter?
How to create Proceeding?How to create a Proceedings? What are the other options?
How to create Periods?Would you like to add Deadline? What are the other options?
How does the system notify me of Tasks/Periods/Proceedings?
How to work with the task overview for a manager?
New invoicing
How to bill a client?
How to invoice clients from the quick overview?
Billing options on the project/case
How to create and credit a retainer invoice?Issuing a retainer invoice and other follow-up activities
Invoice Attachment: Template GalleryWhat does a timesheet/work summary look like for a client?
The timesheet value changes to different amount when proceeding to For invoicing