Abacus allows Timeslips users to customize and streamline email and document billing by setting up a WHAT code for each. By default, Abacus bills emails and documents for Timeslips by built-in WHAT codes. The email WHAT code is EMAIL and the documents WHAT code is DOCUMENTS.
In order to skip the Timeslips task selection step and have emails or documents use the same Timeslips task each time, follow these steps:
In Abacus, add new WHAT codes for emails and documents.
Select File > Setup > Codes. The Code Types window appears. Highlight the WHAT code in the Code Types window and click Edit codes.
The Valid WHAT Entries window appears. Click Add, enter EMAIL (or for documents, DOCUMENT) and click Done. Change the description if desired and click Done.
Back in the Valid WHAT Entries window, click Add again. This time, enter DOCUMENT and click Done. Change the description if desired and click Done.
Click Done to close the Valid WHAT Entries window.
Click Done to close the Code Types window.
From the Linked Emails tab of a Matter window, highlight an email and click Bill.
Click Yes on the Send to Timeslips window and then choose an appropriate Timeslips task to be linked to the EMAIL WHAT code. If none exist, add them in Timeslips (Names>Task Info).
You will see the confirmation message “Timeslips has been updated!”. From now on when you highlight an email and click Bill, it is sent directly to Timeslips.
For More Advanced Users
You can change the default WHAT code that is assigned to billing emails or documents through these steps:
Open the tslink.ini configuration file
located in C:\ABACUS\v21\data01\accounting and add the following into
the [Setup] section:
EmailCode=New WHAT Code
or
DocsCode=New What Code
The new setting should look like this: DocsCode=CONTRACT
Save and close the tslink.ini and restart Abacus.
Now, the default WHAT code for billing documents will be CONTRACT. You can use any built-in WHAT code or create your own.