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Using Osprey
Learn how to use Osprey to manage your day to day work.
Getting started
Welcome to Osprey
Installing our apps and add-ins
Third-Party Integrations
Using Osprey
Clients & Matters
Case Management
Document & Form Production
Contacts & Organisations
Workflows
Web Access Portal
Accounting
Reporting
Report Writer
Compliance & GDPR
Managing users & access
Miscellaneous
Troubleshooting
Focused Workflows
Training
Add Ins
Clients & Matters
Report Writer
Time Recording
Case Management
Contacts & Organisations
Workflows
Web Access Portal
Accounting
Reporting
Compliance & GDPR
Managing users & access
Miscellaneous
Add Ins
Using the Outlook Mobile Osprey Approach Add-in
Auto Filing Outlook Email
Install and use the Office 365 Word Add-in
Use the Outlook Web Osprey Approach Add-in
Install and use the Osprey Office Add-In
The Outlook Add-In
Clients & Matters
Search for Clients in a browser
The Global Search In Browser
Searching for Clients using the Case Management App
Add a new Client
Label Printing
Edit an existing client
Global Search In App
Add and edit matters
Conflict of interest search
Create Matter Extensions
Archive your completed client matters
Create compulsory fields in Client & Matter extensions
Set Matters for Review
Group Clients together using Group Codes
Create Client Extensions
Smart Actions – Client and Matter Import
Produce a mail merge using the Client List report
Report Writer
Report Writer – Beginners Guide
Report Writer – Parameter Functions
Report Writer – The Tool Box
Report Writer – Download and log in to the Report Writer
Report Writer – Set Permissions on Your Custom Reports
Report Writer – Schedule Reports
Report Writer – Creating Calculated Fields
Report Writer – Conditional Formatting
Report Writer – Creating Charts
Report Writer – Pivot Tables
Time Recording
Add J Codes
Time Record on your matters
Add a new Fee Earner
Mark Up Time
Writing Off and Reinstating Time
Transferring Time
Set up Standard Letter Charging
Set up private Time Recording
Create Non Chargeable Time
Smart Actions: Timesheets
Case Management
The Workflow Status Bar
Set up and use Email Templates
Use Email Signatures
Adding Standard Text
Emailing in Osprey Case Management App
Document & Form Production
Locate lost documents
Adding a Check Box into a Word document
Create a Letter to a Contact or Organisation
Use ASK and IF Statements
Display the DX number instead of the address
The Online Editor
Using Include Documents to Populate Headers & Footers
Produce a Document and Save with Time Recording
Resolve spellcheck issues
Standard Documents: Linking fields to your documents
Add Multi-Record Dossier Merge-fields to Standard Documents
Removing watermarks from merged documents
Create a new standard document
Converting numbers to text within Word
Find Lexis Smart Forms in Osprey Approach
Set up Lexis Smart Forms
Run Lexis Smart Forms in Osprey Approach
Create a Formula to Record Postcodes in Oyez
Add Formula Fields to Oyez Forms
Set up Oyez Integration
Where to find Osprey Merge fields
Microsoft Word Guides
Using and Formatting Fields in Word
Matter History
Customise Matter History Columns
Create a Package of files in browser
Create a Package of files using the Case Management App
Customise Matter History Columns in the Case Management App
Creating Case Bundles
Subscribing to Notifications
Matter History Searches
Editing Matter History Details
Add an item to the matter history
Set up and Manage Matter History Folders
Hide file names in the Matter History
The Matter History Audit
Set up Document Permissions
Smart Actions: Matter History Notes
Dossier Fields & Pages
Create Dossier fields and pages
Using the Dossier
Create Multi-line Dossier Pages
Add and use Formulae
Create Custom Questionnaires
Create Web Portal Enquiries & Questionnaires
Key Dates
Redirect Key Dates from one fee earner to another
Batch Key Date ticking
Show Key Dates in Outlook
Enabling Tasks on Key Dates
Contacts & Organisations
Add/Edit a Contact using the Case Management App
Add/Edit an Organisation using the Case Management App
Add/Edit a Contact using a browser
Add/Edit an Organisation using a browser
Using the Case Management App on iOS
Workflows
Create and Edit Workflow Tasks
Create and Edit a Workflow
Running a Workflow
Web Access Portal
Using the Web Portal
Osprey Deal Room
Accessing the Deal room Via the Web Portal
Granting Client Access to the Web Portal
Accounting
Cheque Printing
Managing Nominal Ledgers
Customising your Client Ledger with Ledger and Posting Type views
Financial Management
Reports: Aged Creditors
Reports: Balance Sheet
Reports: Budget Analysis
Reports: Client Reconciliation
Reports: Office Receipts
Reports: Office Receipts – Allocated
Reports: Period End Reports
Reports: Profit and Loss
Reports: Trial Balance
Reports: Year End
Reports: Batch Interest Calculation
Reports: Cheque Report
Reports: Credit Limit Warnings
Reports: Current Credit Limit Warnings
Reports: Multiple Deposit Ledger Balances
Reports: Cash Accounting VAT Received
CRM6 and 11
CRM6 Billing – Set up
Running the CRM6/11 report in Edge
CRM6 and CRM7 checklist
CRM6 Billing – Run the CRM6/11 report
Manage Contract Work Forms list values for Legal Aid reporting
Reprint CRM6 and CRM11 forms
Client Financial
Reports: Aged Debtors
Reports: Batch Aged Debtor Letters
Reports: Bills Paid by Fee Earner
Reports: Bills Rendered
Reports: Cost Transfer
Reports: Fees Journal Listing
Reports: Ledger Balance
Reports: Unpaid Bills
Reports: Unpaid Disbursements
Reports: Case Cost
Reports: Case Cost Variance
Reports: Client Funds Movement
Other Financial
Reports: Audit Trail
Reports: Purchase Ledger Allocations
Reports: Purchase Ledger Balances
Reports: Suggested PL Payments
Reports: Unposted Audit Trail
Reports: Audit Trail inc (NL/PL)
Analysis
Analysis Of Costs Received Report
Archived Matters
Archived Matters By User
Fees Analysis Report
Fees Analysis Apportioned Cost Report
Fees Analysis By Time Fee Earner Report
Key Dates Report
Reports: Live Matters
Completed Matters By User
New Matters
New Matters By User
Review Periods Report
Time
Current Month WIP-Disbs
Percentage Recovery
Time Spent Summary
Time Spent
Work In Progress By Time FE
Work In Progress
Miscellaneous
Client List with merge
Client List
Contract Work Reports
Nominal Code Report
Nominal Period Report
Performance Targets
Spooled Archive Ledger
Top Client – Billing Report
Top Client – New Matters Report
Top Client – WIP Report
Top User – Tasks Ticked Report
Top Users – Files Opened Report
Top Users – Letters Produced
Posting
Use the Custom Auto Posting
Changing the branch of a matter
Understand where postings appear on Client Ledgers
Introducing Petty Cash from Bank
Paying VAT to HMRC
Posting Receipts from the LAA
Understand where postings appear on Banks & Journals
Understand where postings appear on Nominal Ledgers
Understand where postings appear in Purchase Ledgers
Set up and use Requisitions
Link a Deposit Account
Add an amount to an existing cheque
Allocate outstanding Client Ledger transactions
Clear and reallocate a Client Ledger
Check and change Purchase Ledger allocations
Posting multi-line journals
Posting searches to claim VAT
Record Counsel’s Fees on legal aid matters
Write off VAT on bad debts
VAT
Making Tax Digital (MTD)
Troubleshoot Making Tax Digital error messages and other problems
Amend the VAT number on your branches
Finding your VAT liabilities part way through a period
Understand VAT reports
Apply the VAT fuel scale charge / private disallowance
Use Purchase Ledgers with VAT Cash Accounting
Billing
Produce and print bills
Run Aged Debtor Letters
Smart Actions: Auto Billing
Month & Year End
Perform an automatic Bank Reconciliation
Reconcile the Bank to the Bank Statement
Run Period End checks
Run a Year End
Reprint Month and Year End reports
Audit adjustments
Reports
Print the client ledger
Accounting Reports – Agreeing Debtors figure
Run a detailed or summarised Billing Guide
All Available Reports
Check for office credit or overdrawn client balances on the Ledger Balance report
The Interest Calculator
Set up and use Budgets
Use the Audit Trail reports
Balance the Aged Debtors to the Trial Balance Debtors
Export Civil Legal Aid reports
Reporting
Understand KPI results
All Available Reports
Compliance & GDPR
GDPR: Performing Data Requests
GDPR: Performing Data Erasure
GDPR: File Retention
Use of the COLP/COFA functionality
Download your Osprey backup
Workflows to aid compliance
Managing users & access
Restrict access to certain IP addresses
Forgotten Password
Set an automatic timeout for logged in users
Set up Two-factor Authentication (2FA)
Managing User Access Templates
Managing Users
Access Template Breakdown
Passwords and Security
Changing Passwords within the Case Management App
Using Google Authenticator
Remove stored passwords and auto-complete entries: Google Chrome
Two-factor Authentication (2FA) as standard for all customers
Unlock a Locked User
Miscellaneous
Use the General File System
Create a Calendar View in Outlook
Archive Fee Earners
Set up Email Signatures
Complete your training booking
Your remote training package
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