The heart of Credenza is the ability to associate all Outlook information to files. This tutorial will walk through creating and managing files in Credenza and includes the following topics:

• Associating contacts
• Setting file billing and status information
• Viewing related email, appointments, tasks, notes, phone calls and time entries
• Taking advantage of the file chronology and custom page options
• Using the document management capabilities

Credenza adds to Outlook a Time Sheets feature that lets you automatically create time entries for all of your Outlook activities. Credenza helps you track your time and make sure that nothing slips through the cracks. This tutorial covers the following topics:

• Creating and managing time entries
• Posting time entries to accounting
• Using the Time Entry Assistant to make sure you record all of your time

Credenza helps you manage your incoming and outgoing calls and messages with the new Phone Calls feature. This tutorial covers the following:

• Creating and managing phone calls
• Dealing with messages and callbacks
• Making follow-up tasks
• Creating time entries for phone calls

Credenza works seamlessly inside Outlook and integrates itself into the activities you already use Outlook for. This tutorial covers the following:

• Managing email, including associating with files and creating time entries
• Dealing with appointments, including relating to files and creating time entries
• Associating tasks and notes with files and creating time entries
• Working with contacts and associating to multiple files

This tutorial helps to explain some of the additional productivity tools in Credenza including:

• Generating reports
• Running complex searches
• Using the date calculator
• Searching for files, time entries & phone calls

Credenza turns Outlook into a multi-user practice management system. Work with your assistant, or share information with your colleagues. This tutorial covers the following:

• Joining a Team
• Setting up Groups / Private Files
• Working in Teams
• Shared Calendars / Tasks / Notes
• Web Documents

This tutorial walks through the integrated billing capabilities in Credenza. The following topics are covered:

• Configuring Billing
• Creating Bills and sending Invoices
• Recording Payments
• Retainer & Trust Transactions
• Entering opening balances

This tutorial walks through a variety of customization and setup options within Credenza. The following topics are covered:

• Customizing files & time entries
• Time entry creation
• Email inbox and sent item management
• Importing new file names

Install Credenza as a free 15 day trial, then license at any time. This tutorial covers the following topics:

• Windows Update (to include Microsoft .NET 3.5)
• Download and installing
• initialization through the Setup Wizard
• Licensing Credenza

Credenza allows you to track your time and send it electronically to your accounting system. This tutorial covers the following topics:

• Specifying Accounting Template (QuickBooks, Timeslips, PCLaw, Custom)
• If necessary, configuring custom temple
• Specifying Posting Location
• Defining Task and Activity Codes

Credenza comes with predefined accounting templates so that you can quickly post your time to QuickBooks, Timeslips & PCLaw. This tutorial covers the following topics:

• Importing Time Entries into QuickBooks
• Importing Time Entries into Timeslips using TSImport
• Importing Time Entries into PCLaw