Orion Desktop Articles

• Maximum Number of Hours in Fee Entry
• Hours Greater than the Average Work Day
• Creating a List of Favorite or Most used Matters for “My Matter List Only”
• Setting Fee Date Restrictions

• Missing Records in Time Manager
• Show or Remove Inactive Timekeepers from Time Manager
• Global Edits, Releasing and Combining Multiple Fee Transactions

• Timekeeper Budgets
• Setting up Security Groups, Users and Workgroups
• Change a Timekeeper to an Entry ID
• Restricted Setting on a User Record

• Enhanced Conflict of Interest

• Adding an Image to a Check Request

• Viewing Active Rates for a Matter

• 1099 Automation with Nelco
• Ordering New Check Stock
• Voucher Adjustments
• Adding a new Bank Account
• Globally Changing the Default Bank to all Vendors
• Bank Reconciliation Enhancements

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• Handling a Client Payment Returned by Bank for NSF
• Correcting a TDP Transaction
• Orion ePay Advantages
• LawPay Advantages
• Deposit Transaction Input
• Deposit Processing

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• Prebill Manager - What do the different Colors Mean?
• ePrebill Advantages
• Prebill not printing from the Prebill Generation Screen

• How to Write Down / Write Off all the Unbilled Fees/ Expenses/ Client Advances 0 “to Zero”
• Email Bill Delivery
• Password Protecting an Invoice
• Editing Billing Rates on an Invoice

• Error adding Rates - Dates not unique for item
• Putting a Hold on Matters to prevent new Time Entry
• Setting up Cost Recovery Overrides
• Timekeeper Rate Share
• Orion's Attorney Assignment History
• Orion's Reserve Words and Billing Guidelines

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• End of Year Procedures
• Editing Miscellaneous Cash (MC) Transaction Entered with Incorrect Date
• Miscellaneous Cash (MC) Transaction Not Reflected in GL Account Status
• Setting Filters in GL Manager

• Installing a Certificate for iOrion
• Downloading and Configuring iOrion

• Orion’s Fee Cost Recovery
• Orion API
• Connecting Cloud Data to On-Premises
• Orion Email Assistant

• Clearing User State or Reset Views
• Modfying the Grid Columns
• Installing Outlook Productivity Pack
• Orion's Hosted Service Status
• Setting up Microsoft Graph API
• Task Scheduler - Log on as Batch Job Rights Error,

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