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Common

User preferences

To access your preferences, select your initials and choose the
User Preferences
 link.
You need to select Save after adjusting your preferences.

Onvio Center

  • Release Notification
    Mark this checkbox if you want to see the latest Onvio updates every time you sign in.
  • Setup Assistant
    We recommend marking this checkbox to help you set up Onvio.

Time & Billing

Time & Expense Entry
  • Field Defaults and Settings
    You can customize Date, Enter Time In, Tabbing selection and select either to hide and/or skip when tabbing other entry fields. These settings affect the fields in
    Time & Billing
    Time & Expenses
    Entry
     tab.
  • Timer Behavior
    These options impact the Timer functionality. You can select if you want to round up and how to round up.
  • Time Monitor
    These settings affect the
    Time & Billing
    Time & Expense
    Time Monitor
     tab. You can choose if you want to round up and how to round up.
    You can choose if you want to merge entries. If staff is working in two or more applications outside of Onvio or CS Professional Suite, such as Word and Excel, you can mark
    All other applications
     checkbox to combine these entries into one.
Billing
  • These settings impact the
    Time & Billing
    Billing
    Selection
     tab and
    Fixed Fee
     tab.
  • You can set the Default Invoice Date and Bill Work-In-Progress (WIP) Through to your preference.
Receipt & Adjustment Entry
  • Field Defaults and Settings
    These options affect the
    Time & Billing
    Receipts & Adjustments
    Entry
     tab.
    You can customize how to keep track of your receipts with the
    Default Control Date
     and
    Default Date
     dropdowns.
    The Date field refers to each individual payment, such as the day the firm received a payment.
    A control date is a way to get a number of individual receipt or adjustment transactions into a logical group.
    Your firm can choose whether a particular control date represents a single day, or whether multiple days are entered into a single control date. A commonly used technique is that a control date represents a specific bank deposit, and each receipt deposited in that batch will be entered into the same control date. The control date, however, is not ever used to determine which date (and therefore period) that a receipt is posted to.
  • You can also select either to hide and/or skip when tabbing to other entry fields.

Documents

  • Grouping Settings
    You can select how to arrange folders in the
    Documents
    Client Documents
     tab.
    Choose an option from the Folder Grouping dropdown:
    • None - Alphabetical: arrange folders in alphabetical order in the tree structure.
    • Application: sort documents by application (Excel, Word, PDF).
    • Year: organize folders by the year it was created.
    • Application Then Year: display the application folder first (Excel, Word, PDF), and then the year subfolder.
    • Year Then Application: display the year folder first, and then the application subfolder (Excel, Word, PDF).

This article applies to:

  • Product: Onvio
  • Audiences: Client