How Do I Set up and Review Timekeeper Goals?
Zola Suite offers firms the ability to track goals for timekeepers
in order to facilitate forecasting and promoting billable activities to meet the financial objectives of the firm.
What performance goals can be tracked?
You can set goals for:
- Billable hours
- The billable hours of time entries that are not marked “No Charge” or “No Charge Don’t Show” during the period indicated
- Billing amounts
- The dollar value of all time entries that are not marked “No Charge” or “No Charge Don’t Show” during the period indicated.
All goals are on an annual basis.
Where are the goals set for Timekeepers?
Only users with Administrative privileges can set these goals
- Go to "Firm Settings"
- Select the "Users" tab
- Select Edit on a user you would like to add a goal to
- Scroll down to “Set Timekeeper Goals” button.
How do I review timekeeper progress?
- Go to "Reports"
- Under Productivity Reports, select "Timekeeper Goals"
What plans is this feature available on?
Firms on Enterprise and EnterprisePlus accounts.
What Reports Does Zola Suite Offer?
Are you looking to run reports based on the information you have entered into Zola Suite? If you go to the Accounting section you will notice that Zola Suite offers 4 different sections of reporting: Client Reports AR Aging Summary - The total amount ...
How Can I Have Reports Automatically Sent Out?
Zola Suite offers Scheduled Reporting for Enterprise + subscription levels. If there is a particular report that you wish to have sent out either to yourself, or other users, you can do so by using the "Schedule Reports" button on the green toolbar ...
What Reports Can I View for my APX Payments?
Within the Reports section of Accounting, there are 2 reports that can be used to gage the payments processed through APX. Client Payments Report The Client Payments Report will provide you with a list of all deposits including direct payments to ...
What is a Timekeeper Productivity Report?
The Timekeeper Productivity Report is where you will be able to review all of the billable hours and realization rates organized by the timekeeper. Within this report, you will have the ability to utilize all of the filters you see below. Below are ...
How Do I Set Up My Initials for Invoices?
If you notice that the 'By' column on invoices is blank, then that means you have not set up your initials. Each user at the firm will want to fill these in to avoid confusion. Go to your My Settings Under User Profile, fill in the initials field ...
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