Because there are TWO fee timers in Durell there are also two setups. One is available via the "Setup" button on the Main Menu, the other from the "Signpost" button in the Diary. The first fee timer is activated by the "Alarm clock" button on the toolbar of the Main program, while the second runs from a similar icon in the Diary.
The reason why there are two fee timers is to allow you to run a second one in response to interruptions (such as for phone calls) while running the first for on-going work (such as writing a report). When a second timer is activated the first will automatically stop and then restart again when the other is concluded. Hence your ongoing work will not include the time taken for interruptions, which in turn will each be accounted for.
One the "Setup Fees" pop-up, as shown above, you may...
1) Tick "Skip fee-timer and..." to skip the use of the actual timer and go directly to the fee entry in order to enter the time manually. This may be useful for businesses that round fee times to periods of minutes (e.g. to the nearest 15 minutes).
2) "Use current or this address set" allows you to specify in which address set to search for the fee recipient. If you select "current" then the fee will default to the contact who was on screen when you clicked the "Fee Timer" icon. Alternatively, if you select "this address set" then the alphabetically first contact in that set will appear (from which you can jump to the correct one).
3) "Select client's business (if possible)" will select the client's linked "Business" as the fee recipient instead of the actual client, provided the client has one (like that shown below for AARON F linked to DURELL SOFTWARE).
4) "Select this adviser" allows you to override the fee recipient's own adviser (e.g. in the example above it would be JP) with a particular one, which is useful if you want all your fees billed under a particular fee earner.
5) "Use two or one dropdown..." allows you to specify whether to have a start and end time for each fee in two separate dropdowns, or just a single figure for the duration in minutes. The example below shows a fee with two dropdowns. If you select "one dropdown" instead you must also enter the interval. For example, if you enter an interval of "15" minutes then the dropdown will offer "15, 30, 45, 60, etc".
6) "Allow time taken to be edited" is self evident.
7) "Enter notes as free format comments" allows you to enter an ad hoc note against each fee, as shown above. Alternatively to save time and ensure all fee billing is standardised you may choose to "Select notes from a dropdown", as shown below. In the latter case you may use the "Add to Notes" button a number of times to build-up a multi-line set of comments.
If using the "Select notes from a dropdown" option described above you'll also have to click the "Setup notes" button, to create your standard Fee Notes, as shown below...
6) "Show Done tick-box..." is self-evident, and the resulting "Appointment is done" tick-box can be seen at the bottom left of the above two example fees for AARON F.
7) If ticked the "Show option to make client and adviser notes" will result in the pop-up shown below appearing when you save the fee item. You could use this, for example, to make a record of the fee in the client's Notes (for TCF), another in the adviser's Notes so he or she has a record, because you may have chose to allocate fees to a different adviser record (e.g. a generic one called "FEE EARNINGS"). You might also use this facility, for example, to avoid creating entries in the diary and just have them in the client Notes.
8) The "Title for fee reference" allows you to rename the field normally called the fee's "Case Ref" to, for example, "Matter No" or something else, as shown in the two example fees for AARON F, above. Whatever you entitle the field it will still be an alpha-numeric reference for the fee in question.
Setup Fee Actions
See Setup, Fee Actions and VAT