Introduction to Filepro
Getting Started
Profiles and Work Types
To Add a New Profile
To Add a Work Type
Adding Tasks
To Add a Task
To Add a Task to a Profile
Setting Up Users
To Add a New User
To Add a User Budget
To Set User Preferences
System Maintenance
To modify system wide control settings
Details Tab
Accounts Tab
Settings Tab
Program Settings
Screen Settings
Merge Settings
Document Settings
Report Settings
File Default
File Billing
Locking
Time Warning
BarNet Jade
Full Text Search
Conveyancing
Document Searching
To add a new company
To add a new login
Trust Locking
Using the Email Add-in (Legacy)
Using the Email Add-in (New 2015)
Using FilePro
Contacts
To add a contact
To delete a contact
Save Contacts to Outlook
Contact Referrer
Cleaning up Multiple Contacts
Files
To Open a File
To add a contact to a File
Time
To add a timesheet entry
To add a time sheet entry by time clock
Warning on Timesheets and Time Clocks
Timesheet Spell Checker
Timesheet Manager
Non-billable Time
Adding a Non-billable Type
Entering Non-billable Time
Report on Non-billable Time
Disbursements
To add a new disbursement type
To add a disbursement journal
To add an office cost or disbursement journal through the file
Writing off Disbursements
InfoTrack
Setup of InfoTrack
Using InfoTrack
InfoTrack Search manager
Using Basic Workflow
To Create an Appointment through the File
To Add a Task through the File
To perform a task
Documents
To add a document
The Document Manager
To import a document
Bulk Import Documents
Document Date
Document Review
Moving a document to another file
Private Documents on Files
Document templates
To add a merge document template
To add a non-merge document template
To edit a document template
To attach a template to a profile
Merge Sets
To create a new merge set
To edit an existing Merge Set
User defined fields
To add a UDF template
To attach a UDF template to a profile
Adding data to a UDF on your file
To add a UDF to a document
Advanced Word
To format a field
Inserting a prompt using Fill-in
Mail Merge Contacts
Drag and Drop documents from the file system to the Files screen to import documents
To export a Document
Invoicing
To print an unbilled cost report
To create an invoice through the file
To add an invoice
Reorder Timesheets
To finalise an invoice using Invoice Manager
To reverse an invoice
To change the next invoice number
Calculating Interest on a File
Writing off Time
Batch Billing
Archiving
To archive a file
To reopen an archived file
Reports
Unallocated Payments and Receipts Listing
Files Menu - Reports
File Listing
File Balance Report
File Transaction
File by Master Contact
Files by Contact
Files by Limitation Date
Files by Contact Type
File Financial Summary
File Statement
File Budgets Monthly Breakdown
Referrer/ Master Contact Financial Summary
Unbilled Costs
Matter Aged Balances
Cost vs Cost Agreement
Audit Log
Document Log
Time Menu - Reports
TimeSheet Listing Report
TimeSheet by item
Weekly Fee Earner Summary
Stored User Time Values
WIP Aged Balances
Missing Timesheets
Monthly Time Breakdown
Save Report as PDF to File or attach to Email
Accounting
Creditors
To add a creditor
To add a creditor invoice
To add non-standard GST lines
Reversing old Creditors
Saving a creditor template
General Withdrawals
To maintain the general bank account
To add a general cheque
To add a general transfer
To add a general withdrawal
Reversing old general cheques
General Cheque Requisitions
Managing cheque requisitions
Creating an ABA file
Bank Transfers
Cheque Templates
Trust Account
To maintain the trust bank account
Trust Deposits
To build a trust deposit automatically
To build a trust deposit manually
Trust Receipts
To add a trust receipt
Emailing Receipts
Protected Trust
To add a trust cheque
Trust Cheque Requisitions
Managing Trust cheque requisitions
To add a trust transfer
To auto-build a general receipt from a trust cheque
Process Trust Transfers
Reversing old trust cheques
General Receipts
To add a general receipt
Overpayments to the General Account
General Deposits
To build a general deposit automatically
To build a general deposit manually
Bank reconciliations
To reconcile a bank account
To add a bank adjustment
Bank Reconciliation Reports
Controlled Money Accounts
Adding a new Trust Bank Account
Trust in Transit
To enter a new Trust in Transit Item
To 'withdraw' a Trust in Transit item
To print a list of Trust in Transit items
To finalise (close) a controlled money account
End of Year Procedures
General Ledger Account Codes
Adding a New Account
Deleting an Account
Recurring Transaction Templates
Family Law Tab
Summary Tab
Applicant / Respondent Tab
Third Party / Children Tab
Property Tab
Form 11 and Form 13 (Complex Documents)
Marking documents as Filed
Probate Tab
Conveyancing Tab and Property Menu
E/M Properties
E/M Stamp Duty Rates
E/M Council & Water
Summary Tab
Property Tab
Vendor/ Purchaser
Financial
Helpful tips
The Navigation Bar
Keyboard Shortcuts
The File SideBar
BarNet-JADE (Judgments and Decisions Enhanced)
Common Line Descriptions
Glossary of Terms
Lookup
Field
Record
Table
Profile
Work Type
Headers and Lines
Contact
Transit Money
Query
Technical Stuff
Folder Permissions
Control.ini files
Workstation Control.ini and main FilePro Folder on server control.ini
Server Folder Control.ini
To Install an Update
Remove SQL Security Warning
Office 2003
Office 2010

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