HoudiniESQ Support Center - Most Popular http://houdiniesq.com/support/index.php?/?action=getCategory&data=0 en-us KnowlageBase RSS Generator 02. Entering Staff Rates http://houdiniesq.com/support/index.php?/article/AA-00233


Staff Rates are directly related to a Matter Rate Type (MRT). Every Matter must have a MRT defined e.g. Discount, Base, Premium. You specify your Matter Rate Types under the settings ribbon in the organization settings dashboard. When you create a Event…]]> Thu, 28 Oct 2010 17:25:04 -0400 http://houdiniesq.com/support/index.php?/article/AA-00233 01. First Steps http://houdiniesq.com/support/index.php?/article/AA-00231

Introduction

Welcome to HoudiniEsq! Below you will find the steps you should take before you begin entering data, OR you can watch the billing setup video here..

Once you have installed the application, if you are using Windows XP/Vista/7…]]> Thu, 28 Oct 2010 17:08:41 -0400 http://houdiniesq.com/support/index.php?/article/AA-00231 01. The Matter Dashboard and Adding a Matter http://houdiniesq.com/support/index.php?/article/AA-00241

Matter Dashboard

The Matter Dashboard is a quick and efficient way to find, view, and modify Matters which you have created. To access it, click on “Dashboard” from the Matter menu under the Practice ribbon.


This will take you to the Matter Dashboard…]]> Thu, 28 Oct 2010 17:51:21 -0400 http://houdiniesq.com/support/index.php?/article/AA-00241 01. Data does not show on list http://houdiniesq.com/support/index.php?/article/AA-01471

You may find that a list does not show any data as expected. (: DO NOT PANIC :) HoudiniESQ is Atomic. 

1.    You have a filter in place that is limiting the rows returned. You should clear any previously set filters and perform your search again.

2.  …]]> Fri, 05 Oct 2012 13:49:50 -0400 http://houdiniesq.com/support/index.php?/article/AA-01471 04. Entering Matter Rate Types & How Rates are Managed http://houdiniesq.com/support/index.php?/article/AA-01524

A Matter Rate Type (MRT) is used to define the different types of rates the organization will have. 

Example: A Matter Rate Type is a billing classification e.g. Base, Discount, Premium, etc. It is not a monetary value. MRTs are used when you create Matters.…]]> Fri, 05 Oct 2012 14:42:07 -0400 http://houdiniesq.com/support/index.php?/article/AA-01524 02. Adding a Related Contact to a Matter http://houdiniesq.com/support/index.php?/article/AA-00584

What is a Related Contact?

A Related Contact is a contact record that has some sort of relationship to a Matter. When you add a Contact to a Matter you must specify how the Contact is related to this Matter. For example, although you may have a Contact in the system listed as Type…]]> Fri, 03 Jun 2011 17:54:21 -0400 http://houdiniesq.com/support/index.php?/article/AA-00584 01. Remote Access to My Data http://houdiniesq.com/support/index.php?/article/AA-01622 One of the unique features of HoudiniESQ is its ability to provide secure remote access to you, your staff, and your clients, provided you have granted them permission and have configured HoudiniESQ for remote access. In order to access HoudiniESQ remotely you must either have:

…]]> Fri, 05 Oct 2012 16:16:52 -0400 http://houdiniesq.com/support/index.php?/article/AA-01622 02. Hotmail Email Settings http://houdiniesq.com/support/index.php?/article/AA-01537

Hotmail only directly supports POP3. For this reason, we suggest our users to get a free Gmail account.
To setup Hotmail in HoudiniESQ, in Edit Email Setup window, select Hotmail, and enter your full hotmail email in the user field, enter your password in the Password field.…]]> Fri, 05 Oct 2012 14:55:48 -0400 http://houdiniesq.com/support/index.php?/article/AA-01537 01. Video - Billing Setup http://houdiniesq.com/support/index.php?/article/AA-01464 Billing Setup

Billing Setup in Houdini ESQ is very simple but yet extremely flexible. You first sepecify your Matter Rate Types then set Staff Rates for each type. 

Easy-peezy-nice-and-easy. Watch the video to see how its done. 


 

For more information…]]> Fri, 05 Oct 2012 12:50:17 -0400 http://houdiniesq.com/support/index.php?/article/AA-01464 01. Billing and Invoicing Overview http://houdiniesq.com/support/index.php?/article/AA-01499

For a demonstration of Invoicing (including Statements) in HoudiniESQ click here.

Introduction

HoudiniESQ eliminates the need to create billing slips for every task you perform.

You can set Rates at the Matter level or override them at the Event/Task level. You…]]> Fri, 05 Oct 2012 18:28:00 -0400 http://houdiniesq.com/support/index.php?/article/AA-01499