Orion Desktop Articles

• Year Begins Prompt on My Fee Calendar In Time Manager - Year to Date Totals
• Work Billed - My Performance Dashboard
• WIP and AR - My Performance Dashboard
• WIP and AR - Firm Performance Dashboard
• Where Does the Target and Cost Rate Info in The Dashboard Come From
• Who Entered a Fee Transaction

See all 93 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

• Views in Advanced Event Manager
• Using Event Class - Auto Populate Appointments With Descriptions
• Using the Filter Tab on Events Report to Create a Report for Appointments
• Turn Off Exchange Sync for One User
• Prospective Clients - Tracking
• Question on Journals

See all 52 articles

• Year to Date Fee Listing Report Not Matching Time Manager
• WIP and AR by Working Attorney
• When I attempt to send my reports via Email, Orion errors out
• What is Collected Rate?
• What is the Difference Between a Header and a Title?
• What is a Region?

See all 271 articles

• 1099 Automation with Nelco
• Wrong General Ledger Cash Account Updated by Trust Activity
• Wire Transfers
• Which Data Files Are Relevant for Vouchers?
• Voucher Description Not Carrying Over to Client Bill
• We only pay our vouchers as the client pays us - is there an easy way to monitor this?

See all 207 articles

• Wrong Period Used on Payment Transactions
• Write-Offs in the AR Collections Module
• Where Can I Find the Trust Manager?
• What is the Best Way to Apply TAPs Across Multiple Matters of a Client?
• Using Trust Money on a Different Matter
• Using Retainer Money on a Different Matter

See all 152 articles

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

• Write-Offs vs. Write-Ups/Write-Downs
• Write Downs in Bill Prep - Using Action and the Write Up/Down function
• Write offs and Write Downs - Reports for Client Advances
• Write Off of AR is not Showing on Invoice
• Will Interest be Calculated on Matters Deferred from Billing?
• What is the Timekeeper ID used for in the Interest Generation Program?

See all 213 articles

• Will Changing Override Rate on Matter Impact Existing WIP?
• What Service/Activity Codes are Used For
• Viewing the Intake Form on a Completed Matter
• View Completed Intake Form of Client
• Validate Cost With Image - Setting Up Client Default
• User Unable to See a New Client or New Matter

See all 172 articles

• What is the Header Printing option in GL Live Financials?
• What Files Do We Backup Before Closing the Year in the General Ledger?
• Viewing/Deleting Posted GL Transactions
• Using GL Location Code without Using Location Code on Matters
• Unable to See Transaction in GL End of Period
• Unable to Enter Adjusting Journal Entry to a Previous Year

See all 95 articles

• 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

• Virtualizing Pervasive Database Servers
• User Unable to Access Orion Knowledge Base
• User Unable to Run Orion Administration
• User Unable to Open Orion - Error Message Contains Access Violation Read Of Address 00000008
• Updating the Orion Software
• Updating Registry Entry During Orion Install

See all 50 articles

• Write Ups and Write Downs Access in Bill Preparation
• Will I Be Able to See the Time of an Inactive Timekeeper?
• View Column Settings
• Using a Personal Dictionary for Spell Check
• User Accidentally Hitting F9 instead of F10 to Save a Fee Transaction
• Unable to Assign a Level for an User

See all 66 articles

• What is Considered Billable under the Orion Support Contract
• What do I need to know as a New Orion User?
• Using Contract Labor
• Using Orion to Better Manage Marketing Efforts
• Time Entry Through iOrion Not Picking up New Rates
• SmartInspect Debug Logger for Exchange Sync

See all 30 articles