Export activities from a folder
- Go to your file
- Click onExport
- A file in .csv format downloads:
It contains information about the file, activities, stakeholders, clients, detailed amounts and status of activity whether billed or not.
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Transfer activities from one file to another
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Create activities from a customer record
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Create activities from the shortcut button (+) in the navigation bar
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Mark an activity as "non-billable" or "billable"
In Jarvis Legal you have the opportunity to markactivities(time, services, fees or discounts) as "non-billing". They will appear well in the"Activities" tab of the folderand in thereporting "Control of Activities", but their amount will not be taken ...