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Onvio Center

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Setup Assistant
We recommend marking this checkbox to help you set up Onvio.

Time & Billing

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.

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.

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).