Activities
The Activities module is the essential tool for financial and operational management, allowing you to meticulously track, categorize, and quantify every unit of time, expense, and flat fee associated with your legal practice. This module is the central repository for recording all billable and non-billable efforts, ensuring accuracy in client invoicing, compliance with fee agreements, and precise analysis of firm profitability.
The primary Activities screen is divided into two tabs—Activities and Categories—and provides a comprehensive, chronological ledger of all entries. This structured view enables immediate actions such as Adding Time, Adding Expenses, or recording a Flat Fee. You are empowered to efficiently review, filter, and manage these records, utilizing the displayed metrics to maintain transparent and auditable financial records across all your matters.
You can start with:
- Understanding Activities module: Explore the structure of the Activities window, its main elements, and how to navigate and manage activities from a central workspace.
Understanding Activities module
Through this guide, you will learn the basics of the Activities window by explaining its main elements and the actions you can take from the Activities and Categories tabs. Table of contents Composition of the Activities window Structure of the Activities tab Activity summary Structure of the Activity table Structure of the Categories tab Composition…
maatdeskadminHow to work with Activity categories
Maatdesk allows you to create categories for each type of activity to ensure consistent descriptions and to be able to bill them according to the defined category. In this guide, you will learn in a few steps how to manage Activity categories in Maatdesk. Table of contents Creating an Activity category Editing an Activity category…
Getting started with Expenses
Maatdesk allows you to manage expenses and then bill clients efficiently and quickly. In this tutorial, you will learn the basic steps to work with Expenses. Table of contents Creating an Expense entry Adding an expense entry from the Add Expense Entry panel Pay the invoice to generate Adding an expense entry from a Quick…
Getting started with Flat Fees
Maatdesk allows you to easily and efficiently manage flat fee entries and invoice clients in just a few steps. In this tutorial, you will learn the basic steps for working with Flat fees. Table of contents Creating a Flat fee entry Adding a flat fee entry from the Add Flat Fee panel Pay the invoice…
Getting started with Time entries
In this tutorial, you will learn the basic steps of working with time entries, so that you can easily and efficiently record the time spent on any action. Table of contents Creating a Time entry Adding a time entry from the Add Time Entry panel Adding a time entry from a Quick Bill Rate setting…