On every main window in SILQ, on the left of the screen is the Favourites Bar. When you click on a button in the Favourites Bar, you will be taken to the screen that relates to that section. For example, if you click on the Contacts button, you will be taken to the Contacts screen.
A description of each button in the Favourites Bar can be found in the table below:
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Matters |
The matter window allows you to easily see all of your matters in one place. Also it allows easy access to any of the related areas such as Time and Billing, Estimates, Authorities, Chronologies etc |
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Contacts |
The Contacts window is where you can maintain the details of any of the Contacts that you have dealings with.
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Time Entries |
The Time Entries window allows you to enter time entries for any matter. It also allows you to see all the work that you have done over a specified period of time.
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Diary |
SILQ supports all the normal features of a diary including recurring appointments as well as reminders with the ability to snooze and dismiss the reminders.
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Invoices |
The invoice window allows you to easily see all of your invoices for all matters in one place. By default it will show only the outstanding invoices.
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Spend Money |
The Spend Money window is for tracking all of the expenses you incur in your business. As well it allows you to enter other sorts of payments that may not be an expense. Eg Transfers and Tax payments.
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Receive Money |
The Receive Money window is for tracking all of the money that you receive for invoices as well as other sorts of income such as Interest and Dividends.
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Dashboard |
The Dashboard is a window-based report, that allows you to see a basic summary of the financial transactions that have occurred of a specified period, summarised by week, month, or quarter.
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Searching |
The Searching window gives you the opportunity to perform fast and accurate online Searches, Property Enquiries, Settlements, Stamping & Lodging, from start to finish using the InfoTrack service. |
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Safe Custody |
SILQ Solicitor gives you the option to record and store information about non-financial records and documents that need to be kept on file and referred to. The Safe Custody feature allows you to view and edit records and name the places where the items are kept. |
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Trust Money |
The trust money window is for entering trust and controlled money transactions. |
If you would like to add/remove an item from the favourites bar you can simply type in an item in the search bar below the favourites bar. Select or deselect the star to add/remove the item from the favourites bar.