Understand how Tempolia works as a whole
Objective. Understand how Tempolia connects master data, clients, matters, time, expenses, budgets, invoices, payments and reports within the same operational workflow.
What you will learn
- Identify the source screen for each type of information.
- Follow the chain from the client and matter through to invoicing, payment and reporting.
- Distinguish master data, forecasts, actual activity, issued documents and payments.
Recommended workflow
- Start with issuing companies, general options, bank accounts and user rights.
- Review a client record and one of its matters before examining related activity.
- Follow time, expenses and budgets through invoice preparation and payment recording.
- Use reports to reconcile the detailed source data with the expected totals.
Checks before continuing
- The issuing company, client and matter are correct.
- Forecast, actual, invoiced and paid amounts are not being confused.
- Any anomaly is corrected at its source rather than only in the final report.