Files
Display
The information section for each file is divided into 3 areas.
Each of these areas contains individual panels that can be arranged in order and moved between areas.
Panels that aren't needed can be permanently shown or hidden.
Custom settings are saved when you close the view.
In the tables of the panels, you can save the column order and displayed columns for each panel in your user profile.
The tables in the panels can be displayed as cards.
You can also change the display order and save it in your user profile. The tables in the panels always show the 4 columns: Creator, Created by, Editor, Edited on, regardless of changes to the file.
In the ribbon, the top command bar under View, you can reset individual or all views and object list layouts to restore the default state.
When the view is opened, the Favorites filter is activated, so your personal file favorites are displayed.
Additionally, all files with the status Potential and In Progress and all file types are displayed.
The location is not preset.
The Context Filter option is automatically set and activated by the system when the view is opened via a context menu jump.
File List
The file list shows a list of all files in the system when you click on Files. You can sort, group, and filter the file list. By right-clicking on a selected file, you can switch to another view via the context menu. If you have only one file displayed in the file list, the file number is shown at the top of the tab.
When the view is opened, the Favorites filter (in the Filter area) is automatically activated, so your personal file favorites are displayed.
You can recognize favorites by the ochre star in the file list.
Additionally, all files with the status Potential and In Progress and all file types are displayed.
Locked files are represented by a glasses icon in the view.
The location is not preset in the file filter.
The Context Filter option is automatically set and activated by the system when the view is opened via a context menu jump.
Billing Configurations
Switch to the billing configuration of the linked billing run. This context menu entry becomes selectable only after you have added the file to a billing run.
Invoices
Switch to invoices: All invoices for a file are displayed.
Invoice Drafts
Switch to invoice drafts: All invoice drafts for a file are displayed. By clicking on New in the Manage function group, you can create a new invoice draft for this file, meaning the file reference is preset.
Open Items Debtors
Switch to open items: All open items for a file are displayed. By clicking on an open item at the top of the list, the payment details are shown in the lower area.
File Account
Switch to the file account: The file-related financial relationship with a client is displayed.
Hierarchy
Switch to the file hierarchy: The file hierarchy of the selected file is displayed.
File Register
Switch to the file register of a file: The explorer with the file's folders is displayed; the file's documents are stored there.
If you have a connection to Lexolution.Pro, instead of the Windows file explorer, the DMS controls with navigation, document list, and document preview are displayed. Extensive DMS functionalities are available directly in the view, such as creating a new individual task or a new document version.
Times
Switch to time tracking: All recorded activities – regardless of the employee – are displayed in the list. After selecting an employee in the Deputization function group, you can click on New to create a new activity for this file, meaning the file reference of the time entry is preset.
Expenses
Switch to expense tracking: All recorded expenses for a file are displayed in the list. By clicking on New, you can create a new expense for this file, meaning the file reference of the expense is preset.
Conflict Check
Switch to the conflict check view: All conflict checks for the selected file are displayed. By clicking on New, you can create a new manual conflict check for the file.
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