Submission of a file

Submission of a file

TheThe fileis composed of various parts:


1: Encrypted summary of the file
2: Information about the file
3: Details of the file

1. 1. Encrypted summary of the file




This part is automatically implemented according to thetimeand actions you will take on the folder
  1. Number oftasks
  2. Number ofinvoicesunpaid
  3. Three widgets to track billing:
    1. "Amount paid TTC":Total TTC of regulations received on invoices in file
    2. "Amount to be charged HT":Total HT of billable activities in the file that have not yet been invoiced
    3. "Amount of unpaid TTC":Total TTC of the rest to pay invoices in status “A payâ€

2. Information about the file

This information is presented in separate inserts. The contents of each insert can be modified by clicking the buttonat the top right of each insert.



This insert contains the general information of the folder (file nature, language, currency, reference, manager, custom fields, etc. ).

This information is established at thecreation of the fileand may be issued at any time, including by clicking the button.

Note: Users with an Administrator profile in Jarvis cancustomizethe fields to be completed and appear in the "General" insert.


This insert lists the client(s) of the file, as well as their potential related contacts and their role.

This list is based oncreation of the fileand can be published at any time, including by clicking the button.


This insert lists the party(s) other than customers, as well as their potential related contacts and their roles.

This list is based oncreation of the fileand can be published at any time, including by clicking the button.


This insert lists members of the firm with a Jarvis account who have access to the file page.

This list is based oncreation of the fileand can be published at any time, including by clicking the button.


The "manager" the file is the member of the designated firm responsible for the file. It is designated to thecreation of the fileand can beamendedat any time.


This insert lists cabinet members with a Jarvis account who have access rights to access the Jarvis Drive directory of the folder and to see the "JarvisDrive" tab in the folder details (see below).

This list is based oncreation of the fileand can be published at any time, including by clicking the button.

3. Details of the file



The detail of folders is presented with several tabs.
Note: Access to certain tabs may be limited depending on youruser profilein Jarvis or according to the rights granted to you.

"Dashboard" tab



This tab allows you to view the financial summary of your file in addition to the encrypted recovery widgets.This information is enriched as your activities and invoicing in the file.

On each insert you can click the buttonto see details about the information collected.

Note: Only users with a profile with aright of access to invoicingcan access this tab.

Time Working
  1. Workers =Total Time worked related to Time and Benefits activities on file
  2. Invoices =Total Billing Time Related to Time and Benefits Activities (whether or not already charged)
  3. deviation =Difference between Time worked and Billing Time of Time and Benefits activities (whether already charged or not)
Time Invoted
  1. Invoice =Total Time and Services already billed or contained in a proforma
  2. to charge =Total Time and Services remaining to be charged
  3. Invoices =Total Time and Benefits Billed and Billed

Amount Billed HT
  1. Billed HT =Total Time, Services, Fees and Disbursements already billed or contained in a program (after revisions, rebates and assets)
  2. to be charged HT =Total Time, Services, Fees and Discounts remaining to be charged
  3. Total billable:total Time, Services, Fees and Discounts charged and outstanding

Average rate HT
  1. Billed HT =Total amounts HT charged and charged for Time and Benefit activities
  2. Workers =Total time worked related to Time and Benefits activities on file
The amount displayed is a calculation of the average rate between the billable amount and the hours actually worked on file.

CA Invoice HT
  1. Fees HT =Total Time and Benefits already billed or contained in a proforma (after revisions and rebates)
  2. Fees HT =Total Fees already charged or contained in a proforma (after revisions)
  3. Discounts HT =Total Disbursements already billed or contained in a proforma (after revisions)
  4. Assets HT =Total Assets Related to Invoices in File
  5. Billed HT =Total Time, Services, Fees and Disbursements already billed or contained in a program (after revisions, rebates and assets)

Amount Paid TTC
  1. Paid TTC =Total TTC regulations made on invoices in file
  2. Impaid TTC =Total unpaid payments including VAT in file (NB: an invoice is considered unpaid from the time it is in status to be paid)
  3. Assets TTC on paid invoices =Total TTC of assets related to balanced invoices in file
  4. Invoice TTC =Amounts paid and unpaid TTC

tab "Activities"



Through this tab you can view, enter or editactivitiesin the file,manage your documentsand manage yourinvoices.

You can also filter the activities to display via the buttonorexport the list of activitiesof the file.

tab "Calendar"



This tab allows you to view, create or edit theEvents and appointmentsrecorded in the calendar and associated with the file.

The calendar can be displayed by day, week, month or in planning version:



tab "Mails"



You will find in this tab the emails received and sentassociated with the file.

You can also send emails directly from the folder via the button.

Note: the features to view emails, attach them to folders or send emails from Jarvis will only be accessible after they haveconnected an electronic messagingin Jarvis.

tab "Tries"



This tab view thetasksto be done and completed associated with the file.

You can change the status of tasks directly via the tab by clicking the button.

"Jarvis Drive" tab



This tab allows you to access the contents of the directory directlyJarvis Drivethe folder and interact with (create files or subdirectories, modify existing files...).

Note: To be able to access the Jarvis Drive tab you must appear in the"Drive Access" from the folder.

tab "Billing"



In this tab you can view and act on the invoices of the file.

Note: Only users with a profile with aright of access to invoicingcan access this tab.





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