New user
Understand the overall logic before entering first data.
Training
Approximate total catalog duration: 22 h 30
Follow practical paths to configure Tempolia, structure clients and cases, enter time and expenses, use budgets, invoice, collect payments, import, export and manage PA/eReporting. Each path lists prerequisites, actions to perform, common errors, useful screenshots and related FAQ pages.
Recommended paths by profile
Choose a starting path based on the user role, then return to the full catalog for deeper topics.
Understand how Tempolia works as a whole
New userAdministratorDiscoveryBusiness training
Understand how Tempolia connects master data, clients, matters, time, expenses, budgets, invoices, payments and reports within the same operational workflow.
Duration 55 minConfigure the database, access rights and locks
AdministratorIntermediateSettings
Set up a reliable and secure Tempolia database by configuring companies, users, reference data, permissions, profiles and period locks in the correct order.
Duration 1 hCustomise data, lists and email campaigns
AdministratorManagementIntermediateSettings
Add useful business information at the correct level, make it reliable for filtering and reporting, and use controlled selections for client or contact email campaigns.
Duration 1 h 10Structure clients, matters, events and engagement letters
New userDiscoveryBusiness training
Build dependable client files in which identities, matters, contacts, events, deadlines, documents and engagement letters provide a sound basis for operational and billing workflows.
Duration 1 hBuild and use budgets
BillingManagementIntermediateBusiness training
Use time, expense and billing budgets to forecast workload and revenue, compare forecasts with actual activity and prepare invoices without unnecessary re-entry.
Duration 1 h 15Enter, review and use time and expenses
New userDiscoveryBusiness training
Record time and expenses accurately, approve them through the expected workflow and reuse the validated data for billing, productivity analysis and profitability reporting.
Duration 1 h 10Prepare invoices from budgets, time, expenses or subscriptions
BillingIntermediateBusiness training
Prepare consistent draft invoices from the appropriate sources, review their content and tax treatment, and validate them only after the client, matter and amounts have been checked.
Duration 1 h 25Bill subscriptions and renew a billing schedule
BillingIntermediateBusiness training
Turn a recurring engagement into a reliable billing schedule, prepare each expected invoice and renew the plan without creating duplicate budget lines or invoices.
Duration 1 h 15Bill actual time and expenses
BillingIntermediateBusiness training
Invoice approved time and expenses accurately using the appropriate rates, billable rules and level of detail while ensuring that every source entry is billed once only.
Duration 1 h 20Bill production by quantity and import data from Silae
BillingIntermediateBusiness training
Measure production in units, apply the correct matter-specific unit price, import Silae production in a controlled manner and invoice only the validated quantities.
Duration 1 h 15Bill a project by percentage of completion
BillingManagementAdvancedBusiness training
Invoice each project phase from its cumulative percentage of completion, deduct amounts already invoiced and preserve a clear reconciliation between the contract budget, progress and issued invoices.
Duration 1 h 20Correct a draft invoice or resolve a billing block
BillingE-invoicingAdvancedControl
Diagnose and correct a draft invoice or billing block at the appropriate source while preserving its history and using a credit note when an issued document must be corrected.
Duration 55 minMonitor payments, customer balances, reminders and SEPA direct debits
BillingAccountingIntermediateControl
Read and manage a customer account from end to end: connect issued invoices, due dates, payments, matching, differences, reminders, SEPA batches, rejected transactions and accounting controls so that every balance can be explained.
Duration 1 hImport sales codes and stabilise billing reference data
AdministratorIntermediateSettings
Build a reliable sales-code catalogue so that budgets, invoices, accounting exports and management reports consistently use the approved descriptions, VAT rules, accounts, types and prices.
Duration 55 minClose matters, clients and employee records without losing traceability
AdministratorManagementAdvancedControl
Apply a non-destructive end-of-life process to matters, clients, employees and reference codes while keeping past time, expenses, invoices, payments and responsibilities accessible.
Duration 1 h 20Import payments and verify matching to customer invoices
AccountingAdvancedControl
Import bank payments reliably, match each valid line to the right customer and invoice, isolate duplicates and unknown identifiers, explain partial balances and keep enough references to review reminders, reports and accounting exports.
Duration 55 minExport to accounting and verify entries
AccountingManagementE-invoicingAdvancedControl
Export invoices, payments, expenses and customer movements within a clear scope, trace every debit and credit to its source and prevent omissions, unexplained manual edits and duplicate accounting imports.
Duration 1 hManage activity with reports, analyses, pivot tables and Excel exports
ManagementIntermediateControl
Answer a management question with reports, pivot tables and Excel while preserving scope, source definitions and the distinction between budgeted, actual, invoiced and paid values.
Duration 1 h 10Prepare PA/eReporting flows and monitor statuses
E-invoicingAdvancedE-invoicing
Classify electronic-invoicing objects, check their source data and read available statuses without treating an empty history as a successful transmission.
Duration 1 h 10Understand Factur-X, electronic invoicing and mandatory customer data
E-invoicingAdvancedE-invoicing
Understand Factur-X as a readable PDF plus structured XML, inspect mandatory source data and distinguish a successful comparison from the honest diagnosis that no XML is available.
Duration 1 h