• Project Management structure is enhanced; project templates are now available and enable you to prepare common project settings to create client projects with ease. Project settings can include issues, staff assignments and roll forward options. The project type field is now deprecated.
• Subproject templates and client subprojects are also available for easy organization and grouping of larger projects.

• Automatic Project Numbering enables you to save numbering conventions in Time to automatically generate client project numbers. This feature provides you with two options; system generated numbers for sequential numbering or masks to specify unique project numbers based on project or client attributes.
• Client Filtering is available for client listings under Project Management. Filter clients by client properties, staff assignments or advanced fields such as tables or alternate codes.
• Roll Forward enables you to specify which project elements to roll forward and when. Automatically populate specific project template and client project settings and data for the next project cycle.
• Staff Assigned enables you to assign staff members to project templates and subsequent client projects that are based on the selected template.

• If upgrading from a previous version of Time, convert your existing contacts to Time 2011 using the Contact Conversion Wizard available under the Tools menu.
• Contacts structure is enhanced: Contacts and contact companies can now be differentiated in Time. Enter people into the Contacts area and enter companies in the Contact Companies area. You can associate contact companies with contact people.
• Categories and alternate codes can be defined to manage contact companies.
• Reports and documents can be customized to include contact person and contact company information. Associate contact people with clients to customize client documents.

• The Transfer command now enables you to transfer unbilled invoices from one client to another client. You can access the Transfer command from the “Transfer” button in the Billings from WIP area.
• Additionally, a “Locked” option is now available for final invoices. You can apply a lock to final invoices to prevent employees from modifying the invoice. See the Protection area for more information.

• A new “Project” tab is available. New project options, such as automatic project numbering, can be set from this tab in the Company Profile dialog. The projects feature is still enabled from the “Firms” tab – the Project tab appears only when the projects feature is enabled.

• For Alternate Categories, you can now specify codes for Contact Companies. Codes from previous versions of Time are converted to their appropriate contact type – contact or contact company.

• The “Company Address” tab now includes a country field for the firm address.

• The “Terminology” tab includes the new item “Issue” for projects.

• The Running Total Balance option is a reporting option for statements. Your statements can now have line items with cumulative balances for each subsequent line rather than independent totals per line item. This option is set from the Design section of the “Statements” tab.

• *New Feature: Column Freezing*: Column freezing enables you to lock column headings and full headers to keep them in view when vertically scrolling down long documents. Right-click on Automatic Documents to access the context menu and set your column freeze preferences. Note your preferences are saved to your registry and applies to all subsequently opened automatic documents.
• Horizontal scrolling is now available for wide documents with many columns – scroll across the wide documents without having to adjust the width of the Time program. Also, lead columns remain locked to stay in view as you scroll horizontally.
• The ‘Trial Balance’ document type with ‘Summary’ format and ‘Partner’ grouping now includes percentage columns for reporting a partner’s percent of total receivables outstanding for each aging period.

• Invoice Journal: This document can now compare your invoice with prior year invoices when using the Prior Year Comparative format.
• There are a number of new document types available from the list of automatic documents. The following document types and their descriptions follow:
• Contact Companies: This document reports the contact companies for your contacts. Formats include, Alternate Codes, Contacts, Detail, Rolodex Electronic and Summary.
• Alternate Code: This document reports alternate codes in use across an engagement. Formats include, Client/Group, Contacts and Contact Companies.
• Time reports by class code. Format include, Classification/Work Code Summary and Classification Summary.

• The document number field now supports from 12 up to 40 characters. Also, for formats where specifying ranges (i.e. has “From” and “To” fields), the “To” reference field is automatically filled to ensure a valid range.

• Drill downs have been added to the following documents: “Integrated WIP and AR drills down to client details”, “WIP summary drills down to WIP detail”, “Receivables summary line drills down to trial balance”.
• For WIP reconciliation, the WIP beginning balance and WIP ending balance items provide a drill down to directly navigate to WIP details.
• Documents for ‘Client Summary and Monitor’ and ‘Contacts Summary’ are expanded to include a field for email address.
• Client and contact reports now have filter options to filter by client and contact tables. This enables you to narrow down client and contact lists based on user-specified filter parameters.

• Placeholder entries can now be created for external documents. Use placeholder entries to define your Document Manager structure for files that do not yet exist in the company file. Word, Excel and File URLs are acceptable types of placeholders.

• New details are available during staff import. The Error Log entry provides you greater detail to help troubleshoot why staff members were not imported.

• New for Staff entries is the ability to assign staff to clients and projects. Assigned staff can have permissions set under client, project and processing areas.
• Enhanced Staff dialog to accept custom “Days of the week”. This field is located under Standard Hours and enables you to break down periods into weeks or days instead of strictly by month. Use this option for staff that are paid hourly and not on salary. You can track and report overtime hours for these staff.
• The “Address/Phone” tab of the Staff dialog now supports a Country field of up to 30 characters.

• *New Feature: Client Employees*: A client employee is a staff member of the client who is often addressed in client correspondences. A client employee can belong to multiple clients; assign these people to clients through client setup.
• Staff and contacts can now be assigned to clients. Use the “Staff” tab to assign staff members to the client and use the “Contacts” tab to assign contact people to the client.
• Client filtering is available for client lists in the following areas: Project Management, Client Batch Email/Print and Recurring Invoices. Advanced filtering with table values and alternate codes is also available.

• You can view applied details for cash receipts for prior periods. These details are non-modifiable.

• *New Feature: Reverse Interest*: This is a new process that enables you to reverse interest charges for a specified invoice. You can reverse interest on multiple invoices or invoices within some time period.

• Additional options are available for defining patterns for Recurring Invoices. You can now specify specific dates within each period type to better control when invoices are re-generated.
• Different invoice amounts can now be set on a per client basis. Enable this option by selecting the checkbox “Client selected” and assign clients to specify custom invoice amounts for them. Use the “Set Amount” for these clients to indicate the amount.

• [Process category] Billings from WIP: Lock Final Invoices - Allows the user to lock the final invoices to restrict employees from modifying the invoice
• [Process category] Billings from WIP: Edit locked Final Invoices - Allows the user to uncheck the “Lock” checkbox in the Billings from WIP dialog so that they can edit the invoice
• [Setup: Clients category] Clients: Edit Assigned - This permission enables users to edit client that they are assigned to
• [Setup: Clients category] Clients: View Assigned only - This permission limits users to see only the clients that they are assigned to
• [Setup: Projects] Create / Delete - This permission enables users to create or delete project templates or client projects
• [Setup: Projects] Edit Own - This permission enables In Charge or Team Leaders assigned to project templates or client projects to modify information therein
• [Setup: Projects] Edit Assigned - This permission enables users assigned to project templates or client projects to modify information therein
• [Setup: Projects] Edit All - This permission enables users to modify all project template or client project information
• [Setup: Projects] View Own - This permission enables In Charge or Team Leaders assigned to project templates or client projects to access information therein
• [Setup: Projects] View Assigned - This permission enables users assigned to project templates or client projects to access information therein
• [Setup: Projects] View All - This permission enables users to access all project template or client project information.
• [Setup: Client and Group Alternate Codes] Create/Delete - This permission enables users to create and delete alternate codes for clients and groups
• [Setup: Client and Group Alternate Codes] Edit - This permission enables partners or managers assigned to clients and groups to modify alternate codes
• [Setup: Client and Group Alternate Codes] View only - This permission enables users assigned to clients and groups to access client or group alternate codes
• A new category “Setup: Projects” is available for both project templates and client projects. Also, the option “Permission for Project Template apply to Client Project” enables you to specify the same permissions be applied for project templates and client projects.
• A new category “Setup: Client and Group Alternate Codes” is available for alternate codes.
• A new category for Filtering is available for granting rights for viewing client lists and project/subproject lists in the interface. You can limit viewing rights for users or groups using the options: View Own only, View Assigned only, or View All.

• The project area has a Roll Forward option available. You have the option to roll forward your project templates and client projects during a year-end close.

• The “Popup list code”, available in Billing from WIP invoices, now supports type ahead from the drop-down menu. Now, if you know the name of the code you can quickly find it by typing its name while the drop-down menu is open.

• Specifying the new option for “Running Total Balance”, in the “Statements” tab of the Company Profile alters the statements documents to calculate line item totals cumulatively rather than independently.

• The added ability to assign contact people to clients enables you to access contact information for clients in a client document and access client information in a contacts document.
• Two new TimeInfo functions are available in the “Functions” tab of the Calculation Editor. “TimeInfo – Client’s Contacts” and “TimeInfo – Contact’s Clients” enables you to retrieve contact information in a client document and client information in a contact document, respectively.

• When printing labels you can now specify the starting position of the page. Specify the desired column and row if you do not want to start printing from the default first position (that is, row 1, column 1).

• In Invoice and Credit Notes documents you can now select one of four available addresses for a client. If applicable, the popup list offers you a choice of ‘Main Address’, ‘Alternate Address’, ‘Group Address’, and ‘Group Alternate Address’. The Main and Alternate addresses are set in the Client setup area, and the Group and Group Alternate addresses are set in the Groups setup area.

• You now have the option to specify what parts of your document you wish to reset. “Overwrite only layout” option resets only common layout areas such as logo, headers, and footers defined in the company default; any detail items you added to the body are not reset. The option “Overwrite layout and details” resets the entire document to the company default.

• Client Batch Emails can now be sent without having to add an attachment.
• Client filtering is available for the client list in this dialog; default filters, advanced filters and alternate code filters can be applied to narrow the list of clients.

How to: Make staff members inactive
Last Modified: Jan 30, 2012

How to: Deactivate client records
Last Modified: Jan 30, 2012

How to: migrate Time data to a new server
Last Modified: Jan 12, 2012

Preparing for a Year End Close: Best Practises
Last Modified: Dec 19, 2011

Is there an option to retain the history of the file when performing a Year End Close?
Last Modified: Dec 19, 2011

Posting to general ledger accounts
Last Modified: Aug 18, 2008

What's on a Work in Process (WIP) report?
Last Modified: Aug 18, 2008

New credit note journal format in 2005
Last Modified: Aug 18, 2008

Getting detailed help information
Last Modified: Oct 28, 2008

Antivirus software
Last Modified: Jan 27, 2011