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Diary, Fee Timers

Starting the Timers

To start a fee timer simply click the “stopwatch” icon on the toolbar, whereupon a digital clock will appear at the bottom left of the screen, as shown below.

There are two fee timers per logged-on user, one on the Diary and another on the main Durell program. This means each user can run one to time their intended “all-day” fee work (e.g. preparing an investment strategy for Aaron F), while using the other to time any interruptions (e.g. phone calls). As soon as the second timer is started the first will automatically stop (i.e. because you cannot be working on two sets of fees simultaneously). Then when the second timer is stopped the first will automatically re-start again. To start the second fee timer click the “stopwatch” icon on the toolbar of the screen that does not yet have a timer running in its bottom left corner.

Stopping The Timers

To stop a fee timer…

  • click the “>” button to the right of the digital clock at the bottom left of the screen
  • a fee “Timer” dialogue will pop-up, like that shown below
  • use the “Minimize” button to revert to the digital clock displayed at the bottom left of the screen
  • use the “Cancel” button to terminate the timer altogether
  • o optionally use the “Reset” buttons to set the counters back to zero

    o optionally click on any of the hour, minute or second displays and use the “Up” and “Down” buttons to adjust them

    o optionally use the “Countdown” tick box  if you’d like to use the Timer as an alarm clock (i.e. to go off when the “Elapsed time” is reduced to zero)

  • use the “Start / Stop” button accordingly (n.b. the button will offer the word “Stop” when the Timer is running)
  • Recording Time Spent

    You may save each timed period in the Diary, as follows…

  • stop the Timer (i.e. click the “Start / Stop” button)
  • click the “Make diary entry” button, as shown above
  • on the “New Diary Entry” screen, shown below, select an “Adviser” to whom the fee work will be attributable
  • enter a brief description of the fee work in the “Notes” section
  • click “Save”
  • You’ll then be presented with the “Make Fee Entry” pop-up, shown below, where you can optionally choose to save the diary notes (e.g. “Investment strategy report”, as shown above) in the client’s notes and also the adviser’s notes, shown below. However be aware that you need the diary entry to automatically generate fee invoices in the accounts, while the entries in the notes are for information only and have no affect on the accounts. See also “Clients, Additional Note & Chase-up Reminders”.  

     

    Fee Invoices

    To generate fee invoices periodically use the “Signpost / Post fees to accounts” option (see “Diary, Fee Invoices”)

    Analysis of Time Spent

    For an analysis of time spent on fee work use the “File / Print / Time Spent” report (see “Diary, Printing and Reports”).