Setting up activities

This setting is only available to users with administrator rights.

You can edit or delete activity categories(Time, Services, Fees and Discounts) from yourparameters.

So when youcreate an activity, you will only see the activity categories that match your area of expertise.

The categories chosen by the administrator will be applied to all users.

Here are the steps to take to create your selection of personalized activities:

• From yourparameters, click on the tab"Activities"
  

• Click on the tabon which you wish to create your predefined activities:Time, and theBenefits, and theFeesorDiscounts
  
• Click on the green "Edit" buttonforchangean existing category
  
• Click on the red "Delete" buttonfordelete deletean existing category (you can delete a category that has already been used without affecting existing activities).
  
• Click on "Add"at the bottom of the page forAdda type of additional category
  

• Then nameyour activity in the field"Category"
  
• [option] Add a description for more details. This can be modified duringthe addition of each activityin a folder.
  
• [option] Assign him an accounting account
  
• Click onRegister
  

Example of setting for Time.

Once you have set up all your activities, you can use them during thecreation of your future activities.

• Related Articles

• Setting up a new user

  Add a new user See article "Add a new user". Determine user information Jarvis Legal users with aProfile User Profileallowing them to manage Users can at any time modify a certain amount of information: identity, hourly rate HT if applicable, user ...

• Change the hourly rate of a user and that of their activities

  You can change your hourly rate and select if this change will apply to all unbilled activities related to this user. In the Settings>"My profile", click on pencil icon in the Information block. Change the hourly rate and activate the below toggle, ...

• Setting your favorite billing establishment

  This setting is only available to users with administrator rights. If in your Settings you have created multiple billing establishments, you can designate one of them as yourPreferred billing establishment. When you then issue invoices, this favorite ...

• Setting your preferred way of regulation

  This setting is only available to users with administrator rights. In yourParametersyou can designate one of your settlement methods as yourfavorite regulation mode. When you then register regulations in Jarvis, it is this method of regulation that ...

• Setting and Modification of Package Fees

  Jarvis allows you nowapply a flat fee to each of your files. It can be afixed amountor apercentagecorresponding to your management fees. To set the amount or percentage of your flat fee, go to yourParameters. In the menu "Billing", click on the ...