Setting up activities

Setting up activities


Attention(in French):This setting is only available to users with administrator rights (see articleChange your users' profile - Jarvis Legal Help Center).

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

So when youcreate an activity, you will only see the categories of activities 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 customized activities:
  • From yourparameters, click on the menu "Following Activities" and then thesubmenu "Activities by Default"

  • Click on the tabon which you wish to create your predefined activities:Time, and theBenefits, and theFeesorDiscounts

  • Click on the buttonforchangean existing category


  • Click on the buttonfordelete deletean existing category



    Note: Categories associated with activities can no longer be removed. The deletion button appears grayed in this case.



  • Click on the green button "Add"at the top right of the page forAdda new category


When creating / modifying an activity category a window opens through which you can:
  1. Name the category
  2. Give him information by default (description, note, time worked for activities Time, amount excluding VAT for benefits, unit cost and quantity for expenses, etc.)
  3. Indicate whether activities under this category will be chargeable deficiency (box "Define as chargeable by default" checked) or non-billable (Define as chargeable by default" box)
  4. Election an accounting account (for customization of accounting accounts see the articleAdd an accounting account - Jarvis Legal Help Center).
Example of category for Fees

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 your Settings you can designate one of your payment methods as your favorite payment method. When you then enter a payment in Jarvis, it is this payment method that will be ...

    • 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 ...