October 25, 2017

Top Tip #13 ‐ Configuring Part Time Staff

Top Tip #13 ‐ Configuring Part Time Staff   The Katchr webparts and measures often use Total Working Hours or Target Chargeable hours for calculations and variance analysis. When these are monitored on a daily basis, it is important that the correct hours for each day of the week are used, especially where part time staff are concerned. The Daily Time defaults to your opening business hours plus the standard […]
October 11, 2017

Top Tip #12 ‐ Impersonating a User

Top Tip #12 ‐ Impersonating a User   Administrators are able to impersonate another user, and therefore inherit that person’s dashboard displays and permissions. This can be utilised for tracing problems and supporting users. To access Impersonate User, click on the cog in the top right hand corner in Katchr and select Maintenance from the list. Please note that only those set as Administrators will be able to access the […]
April 10, 2017

Top Tip #11 – The Unassigned Group

The purpose of the unassigned group in the Navigation Pane is to ensure that firm-wide aggregate totals will always be correct, even if some fee earners records do not appear in the defined group/department/team structure. This is really important to ensure everyone can have confidence in the data, even if mistakes are made in configuration of departments, or marking new starters / leavers. The unassigned group will always show the […]
March 22, 2017

Top Tip #10 – Non Chargeable Time Categories

Many firms have a large number of non-chargeable time activity codes, to allow a fine grained analysis of where time is spent. However, it is often useful to also be able to analyse time at a broader high level before drilling into that detail. Katchr time category mapping allows detailed Non Chargeable activity codes from the PMS to be grouped into up to 8 named categories. Analysis of time by […]
March 8, 2017

Top Tip #9 – Navigation Shortcuts

The top half of the Navigation Pane tells you where you are in the hierarchy of firm, group, office, department, team and fee earner. You can select any part of the hierarchy to take you straight back to the point you wish to view the data from by clicking the appropriate heading with your mouse: Analysis Section The lower half, entitled ‘Analysis’ allows you to navigate around these levels: Click […]
February 8, 2017

Top Tip #8 – Dictionary Maintenance

Dictionary Maintenance will enable you to set your own terminology for any webpart or measure or column title. For example, throughout Katchr the charts and KPI’s utilise the word “Fees” but you may prefer to display the text of “Costs” or “Bills” instead. The Katchr maintenance menu is accessed from the “Cog”  icon on the Katchr dashboard display. This icon is only available for users designated as Administrators. Once you have […]
January 11, 2017

Top Tip #7 – Setting Katchr Targets

Targeting performance in most law firms tends to be limited to Fees Delivered, Fees Received and Time Chargeable and as a result the majority of Practice Management Systems only provide the facility to store targets for these measures. Katchr supports a wide range of targets to enable comparison of performance against expectations for a wide variety of measures. The following targets are currently supported:   Achieved Rate Matters Closed Chargeable […]
December 1, 2016

Top Tip #6 – Searching from the Navigation Pane

Instead of drilling down through the hierarchy to find a Fee Earner a Team or a Department, utilise the Search box in the Analysis section of your Navigation Pane. This will give fast and easy access to the information you are looking for. Start on the katchr Navigation Pane … … and simply start typing the name of a fee earner in the Search field. katchr will immediately display all […]
November 16, 2016

Top Tip #5 – Additional User Access Levels

One of the many requests we get is “How do I allow a user to see 1 or more other fee earners (or teams) without giving them Team Leader or Department Leader settings?” To set User Access Levels, click on the cog in the top right hand corner and select Maintenance from the list. Please note that only those set as Administrators will see the cog. In User Maintenance select the […]
November 2, 2016

Top Tip #4 – Smartphone Navigation

When accessing katchr from a smartphone dashboards are displayed one webpart at a time, so there are some additional tools to help you navigate around the software. Each webpart comes with a set of instructions at the bottom of the screen. Swipe left or right for additional webparts and swipe down for the drill-down. Selecting a Dashboard or Period To select a different dashboard or month first click on the […]
October 19, 2016

Top Tip #3 – From a chart to a data table

Data can be visualised in katchr in various formats, including pie chart, column charts and gauge. All Charts allow you to hover your mouse over each section to see individual data points, but if you wish to see all that data in one screen then you can change the chart to a data table. On the webpart toolbar: click on the single white arrow: this will change your chart to a […]
October 5, 2016

Top Tip #2 – Bank Holidays

Katchr knows your standard business hours but by default what it doesn’t know is when it is a Bank Holiday. Any targets that you set for Fees Delivered, Fees Received, Chargeable Hours, etc. can be shown as pro-rata for the working days in a period. Every night when the data is updated the target can show not only what figure should have been reached last night but also the % of […]
September 22, 2016

Top Tips – Recovery % calculations

Introduction to Top Tips Here at Katchr we want to make sure that you are getting the most out of your software so we have decided to introduce our weekly Top Tips. Our clients are always asking us key questions such as “Which part of my law firm is most profitable?” or “How do I make sure my target measures are set up correctly?” and even “What do I do […]