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Using
Files to Track Vacation Time and Absence Due to Illness
Amicus
can help you keep track of the time you are absent due to
vacation or illness. For your convenience, two Files are automatically
created for each new Firm Member:
- Personal
- Vacation - [Firm Member's Full Name]
- Personal
- Illness - [Firm Member's Full Name]
To see
these Files in the Files Index, select the Non-Billable option
in the Navigation Pane.
You can
add Notes, Communications, Events, Documents, etc. to these
Files in order to organize your vacation requests, medical
appointments, and other information.
Note that
special Billing Categories are assigned to these Files:
- "Vacation
- Non Billable" is assigned to the Personal-Vacation File.
- "Personal
- Non Billable" is assigned to the Personal-Illness File.
If you
create Time Entries using these Billing Categories, the time
will be added to the Non-billable Hours totals in your Statistics
view of the Time module. In particular, it will add vacation
time to the Vacation Days total.
If you
have already been assigned to Files for this purpose by your
firm's accounting program, you will want to open the Files
supplied in Amicus and change the details to match those you
use now. For example, you will need to edit information in
the fields that are used as the basis for matching Amicus
Files with records in your accounting program (e.g. Matter
ID and Client ID if you use PCLaw). You can change the names
of these Files if you wish.
Keeping
Track of Vacation Time or Absence Due to Illness
When
you have been absent due to illness, or when you know that
you will be taking time off for a vacation, create a Time
Entry for each day of absence, and associate the corresponding
File with each Time Entry. Do not forget to enter the appropriate
number of hours in the Time Entry.
By doing
so, you ensure that the projections calculated in your Statistics
view will be reliable.
Vacation
Day Statistics
The time
you assign to Time Entries that have the "Vacation - Non Billable"
Category will be used against your projected vacation days
in your Statistics view, and will be counted as non-billable.
When calculating
the vacation day total in the Statistics view, vacation days
are defined as days that meet either of the following criteria:
- past
business days that have no Time Entries
- past
business days that have a vacation Time Entry and no other
Time Entries
A vacation
Time Entry of four hours or less is counted as a half-day
vacation.
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