My Transactions

• My Transactions
• Pinning
• Using Layouts

• Approver and Delegated Approver
• My Time
• My Expenses
• Rule Designer

My Summary

• My Calendar
• My Views
• My Weblinks

Inquiry

• Client Matter Inquiry
• Conflict Inquiry

My Reports

• Welcome to Active Summary
• My Distributions
• Distribution Maintenance
• Distribution Log
• My Favorite Reports
• Adding Reports to My Favorites

• Queries
• Schemas
• My Reports
• Previewing a Report

Business Intelligence

• Business Intelligence
• Introduction to Business Intelligence
• Accessing the BI Dashboard using a Browser
• Rapid Access Data

• Planning a Dashboard
• Creating a Dashboard
• Copying, Editing and Deleting a Dashboard
• Metrics
• Alerts
• Publishing a Dashboard

Budgeting

• Budgeting
• Budgeting: Getting Started
• Budgeting: Budget Types
• Setting Budget Permissions
• Copying a Budget
• Back To My Budgets

• Creating Budgets

Collections

• Collections Overview
• Collections Setup
• Analyzing Collections by Client and Matter
• Viewing Communications Related to Collections
• Collections Account Manager Administration

Billing and Accounting

• Billing and Accounting

Frequently Asked Questions (FAQs)

• Partners are always asking me for Client billing information. Does Juris Suite make it easier for them to find this information on their own?
• Is there a way to track the receipts for reimbursable expenses using Juris Suite?
• I want to remove weekend days from my calendar. Can I do that?
• I prefer the keyboard to the mouse, are there keystroke shortcuts for common functions?
• I need to bill multiple clients for the same time worked. Is there an easy way to do this?
• I need to begin billing, but several timekeepers have forgotten to submit their time. Can I submit their time for them?