Orion Desktop

1. Deleting Misspelled Words from the Supplemental Dictionary

   To delete or edit words erroneously added to the Spell Check dictionary, you will need to call up the file named ORION.DCT in a DOS Editor, WordPad

2. Global Edits, Releasing and Combining Multiple Fee Transactions

   To make a change on multiple transactions through Time Manager, first set your filter to display the transactions to be edited. Select the appropriate

3. Intaking a new Client and Matter through the Contacts View

   Client and Matter Intakes can be started from within the Contacts View or from within File Maintenance Manager. This article deals with starting a Client

4. Time Entry in Tenths versus Hundredths

   Before Orion is installed on your system and before your data is converted, the firm decides upon the format they would like time entered and stored. The two most

5. Fee Listing by Order of Entry

   First, if needed, add the Record Number column to the Time Manager by right clicking and choosing Select Grid Fields. Click on the Record field and drag

6. Inserting Task Code Description in Fee Description Field

   Typically, the Description assigned to a Phase-Task Code is not used in the body of the Fee Description. However, if you are using the Task Billing feature

7. Changing Font Size in Fee Description Field

   The default font setting for the Fee Description field in the Fee Entry window is MS Sans Serif, 8 pt. Changing the Display Settings on your workstation

8. Using Service/Activity Codes in the Fee Description Field

   In Fee Entry or in Bill Preparation, you may use Activity Codes as keystroke shortcuts in the Description fields by typing in the Service/Activity Code

9. Posted Invoice Not Showing in the Matter Status A/R Ledger

   There are three possible reasons (other than the invoice has been voided) that a recently generated invoice is not showing up on your

10. How to Automatically Write Time Down to $0.00 at Point of Entry

    This can be done by using Service/Activity Codes that have been defined with a Billing Option of “Write Down to 0.” You may also define the Service/Activity

11. Entry Options in Expense Entry

    If you are entering transactions that are using the same EX Code, the same date, etc., you may set Entry Options while in Expense Entry by choosing

12. Rate Code Field and Amount Field Not Calculated on Incomplete Time Entries

    The problem is the Rate Code assigned to the Client-Matter on the Fee Entries has an “Effective Date” of 01/01/2011 and cannot be made active or used on

13. Time Entry Not Found / Request Report

    You can run a Fee Listing Report by Timekeeper for all Client-Matters. If it does not appear on this report, it was probably deleted or never saved. Any existing

14. Cannot Enter Time Due to Date of Transaction

    The firm is using the Date Restrictions feature and the User is attempting to enter a fee transaction dated outside of the allowable date range. Anyone with

15. Creating a List of Favorite or Most used Matters for My Matter List

    Orion provides a simple way to set up a list of your favorite Matters.

16. Orion Smart Timers Make Recording Billable Time Easy

    Yes, via Smart Timers, Orion allows you to set up a list of timers that will allow you to start and stop them so the timer will record time, and you can simply

17. Transferring Time to a Different Client-Matter

    To transfer time from one Client-Matter to another, call the transaction up in the Fee Entry screen, change the Client-Matter number, enter through the field and click SAVE.

18. Implementing Orion’s Fee Cost Recovery

    Orion allows for the automatic import of both fees and costs through its Fee Cost Recovery program. The Fee Cost recovery program is an automated process

19. Common Reasons for Fee Cost Recovery upload failure

    This document is designed to address the most common issues causing uploads through Fee Cost Recovery Module to fail. If you are not familiar

20. Error using spell checker after adding a word to dictionary.

    When you add a word to the dictionary using spell checker it will create or add to the orion.dct file in the same path from which you are launching

21. Adding Calendar Manager and Advanced Event Viewer to Side Bar

    With an upgrade to 4.5, two new features are now available for Users of Practice Management – Calendar Manager and the Advanced Event Viewer. To add

22. Cannot create … error

    Most likely this error is due to not having sufficient rights to create a file. To test this go to My Computer or Windows Explorer. If the path is in the error you got

23. String Search in Conflicts

    The Orion Conflicts system allows for a number of ways to perform searches. In order to search for specific words in a certain order, you may use the

24. Duplicating a Batch of Conflict Records

    There is no easy way to duplicate an existing batch of Conflicts records in one step. Instead, you will need to perform a Search that will display all the

25. Deleting Multiple Conflicts Records

    By design (to prevent accidental deletions), Orion does not provide a way to delete more than one Conflict record at a time. Your only

26. Preventing New Time Entries on a Matter

    The only way to block new time entries on a Matter is to close the Matter (enter a Closed Date in the Matter record). This will prevent Users from entering

27. Who Entered a Fee Transaction

    Using the record number of the Fee Transaction, call the entry up in the Fee Entry window. Once it is displayed, choose TOOLS, Show Audit Trail. The

28. Customizing my List of Matters

    Orion allows each individual User to assign a Nickname to a Client-Matter. The User may then search for the Client-Matter in all Client-Matter Look-Up fields

29. Excluding Dollars from the Time Calendar

    There is a setting in the list of security options for each Group that allows you to control whether or not dollar values are displayed on the Time Manager

30. Unable to locate a Conflict Record for an Existing Client

    The conflicts record most likely does exist. However, the “map” to this record (the word search file) may not have been properly updated. To properly “map” to this

31. Hot Keys That Can be Used in Date Fields

    Following are “Hot Keys” available in all Date fields.

32. User Not Seeing List of All Contacts

    Open up the Orion Administration program and go to the User Setup section. Click on the Configuration Management icon and then over to the right, click on

33. Adding an Image to a Check Request

    To attach a copy of a receipt to your Check Request, you must first scan and save the receipt to your computer (local drive, desktop, or network drive). You

34. Time Manager Not Displaying the total correctly in detail list – Maximum Number of records

    Most likely it is because you have inadvertently reached the maxium number of records displayed. This is usually set to a very high number, so you would not

35. Adding Billed Hours Field To Task Inquiry

    If you right click in the Grid and choose Select Fields you can drag the Billed Hours Field to the column heading, and if you click on

36. Giving Attorneys access to View the Rates in Use on a Client-Matter

    If you want to give your Attorneys the ability to view the rates used on a Client-Matter without giving them access to File Maintenance Manager, you can give them

37. Conflicts Grid Summary Report Printing Off the Page

    The Grid Summary Report in Conflicts (as with all Grid Summary Reports throughout the system) is printing exactly what you have displayed on the screen. There

38. Time Manager Grid Summary Report Printing Off Page

    The Grid Summary Report in Time Manager (as with all Grid Summary Reports throughout the system) is printing exactly what you have displayed on the

39. Records Management Grid Summary Report Printing Off Page

    The Grid Summary Report in Records Management (as with all Grid Summary Reports throughout the system) is printing exactly what you have displayed

40. Payment Calendar Report Printing Off Page

    The Payment Calendar Report (as with all Grid Summary Reports throughout the system) is printing exactly what you have displayed on the screen. There is no

41. Expense Manager Report Printing Off Page

    The Report in the Expense Manager (as with all Grid Summary Reports throughout the system) is printing exactly what you have displayed on the screen. There

42. Setting up Cost Recovery Overrides

    Overrides can be set up for any type of transaction that is brought in automatically. These can be entered at the Client level or the Matter level. If it is set up at

43. Check Requests

    The Check Request program (located in Orion Desktop) is an electronic form (initiated by the front office, i.e. secretaries, paralegals, etc.) by which the accounting

44. Editing Check Requests

    Only the requesting person, the person approving the request or the accounting department can make edits to the Check Request. If you try to do so

45. Deleting Check Requests

    Only the Requested By or Approved By person, or someone in accounting, can delete a Check Request after it has been entered. Otherwise, you will receive an error message.

46. Changing the Description of a Client Advance Transaction

    You may edit the description of a Client Advance transaction through Expense Entry or Bill Preparation. This allows you to change the detail of the charge

47. Editing the Description of an Invoiced Expense Transaction

    You may edit the Description of an Expense transaction even if it has been invoiced. This allows you to change the description without unposting and

48. Finding the Invoice on which Client Advance or Expense Appeared

    Make sure the column headings you need are displayed. You may need to right click first, choose Select Grid Fields and drag/place the Voucher Number and

49. Editing the Description of an Invoiced Expense Transaction

    You may edit the Description of an Expense transaction even if it has been invoiced. This allows you to change the description without unposting and

50. Inactive Timekeepers Showing in Time Manager Calendar Dropdown

    To exclude inactive Timekeepers from the drop down list of Timekeepers, right click anywhere on the calendar and uncheck “Show Inactive Timekeepers in drop down.”

51. Bill Amount Still 0 After Changing Rate

    If the bill amount does not automatically compute after using the Global Edit feature you may need to edit the fees manually. If you were in Bill Preparation you

52. User Unable to Access Records Management

    To add the icon for Records Management to your Orion Side Bar (this assumes you have rights to Records Management), right click on some blank space

53. How Can I See All Conflicts Records Created This Month?

    To view all Conflicts records created for the month, access the Conflicts program. Do not enter anything in the Search field, but, instead, place a check mark

54. Adding a Group to the Orion Side Bar

    To add a new Group to your Orion Side Bar, right click in a blank area of the Side Bar and choose Add Group or Icon. Click the plus in your Customization

55. Moving Items in the Orion Side Bar

    You cannot move items between Groups on the Side Bar. Instead, you must delete the item from the “original” group by right clicking on the item and choosing

56. Deleting Side Bar Items

    To delete an existing item from your Side Bar, right click on the item and choose Remove.

57. Year Begins Prompt on My Fee Calendar In Time Manager – Year to Date Totals

    Go to the Time Manager.

58. Time Manager – Full Calendar – Budget This Month

    The “Budget This Month” value is calculated by taking the monthly budget, dividing it by the total number of days in the month and multiplying the result by

59. Time Manager – Full Calendar – Projected Hours

    Projected Hours is calculated by taking the average hours worked per day during the month (Total Hours / Total Days Passed in Month) and multiplying

60. RAP Showing as Unposted on Retainer Ledger Tab

    The “Unposted” message on the RAP transaction as shown on the Retainer Ledger Tab does not mean the RAP has not been applied and posted. Instead, it

61. TAP Showing as Unposted on Trust Ledger Tab in Matter Status

    The “Unposted” message on the TAP transaction as shown on the Trust Ledger Tab does not mean the TAP has not been applied and posted. Instead, it means

62. Payment Calendar Only Showing Payments Where They Are “Working”

    To allow Users to be able to view payments where they are the Responsible or Originating attorneys, you would need to adjust their Security Group(s).

63. All Payments on Payment Calendar

    In order for Users to be able to see “ALL” in their Payment Calendar they need to be Unrestricted in User Setup.

64. F3 Function Key in Time Manager (Fee Entry)

    This function is case sensitive. If your Codes were initially set up in an uppercase format, you will have to use upper case characters for the F3 key to

65. Blocking Fee Entry to an Open Matter

    The easiest way to handle this is to set up the Matter for Task Billing and assign a Task Set where there are no Tasks available for Fees. To do this, go

66. Flat Fee Time Transactions

    If you want the User to record time on tasks that are typically billed at a flat rate, you can set up a Service/Activity Code to accommodate this

67. Matter Not Showing in Fee Entry Matter Look-Up

    Update: If your Orion software has been updated after April 2014, you can try going to the Help menu in Orion and clicking on the “Check for New

68. Fee Entry Requiring Task Code but No Task Codes Available in Task Code Look-Up

    If this is happening to multiple Users, do the following:

69. Incomplete Status on Fees where Task Codes are Being Used and Can’t get to Release (Internal)

    This happened after an Orion update on a few Client-Matters. Everything was fine with the entry but it wouldn’t release. A clue may be if it was happening

70. Standard and Billing Information Views for Client-Matter Information

    The default view which controls the tabs that can be seen is controlled by where you are opening the Client or Matter. This is not an option that can be

71. User Cannot See/Enter a New Check Request

    The Check Request form is actually displaying but it is hidden off screen. Have the User go back into Orion, open Check Requests and click NEW. After

72. Apostrophes Converted to Equal Sign in Fee Entry

    Orion does not convert text typed directly into the Fee Entry Form. The only way apostrophes could be changed to equal signs is if the User is copying and

73. Fee Entry Date Restrictions Changed but User Still Able to Enter “Old” Time

    There are four things that could cause this:

74. Matters, Calendar Manager, Advanced Event Viewer Modules Can’t Be Added

    If you go to add the modules to a User’s toolbar and they are not options, then check that User’s settings to make sure the User is a Practice Management User.

75. Time Manager Custom Filter

    Go to Time Manager, click on the drop down arrow on the column by which you want to filter and choose Custom.

76. Conflicts Entry – Security Rights

    You will need to first make sure the User has been given rights to Conflicts Entry in the settings for the Security Group. Under the File Maintenance

77. Error During Intake Process – Invalid Variant Type Conversion

    Check your fields to make sure there is not an alpha character where normally there would be numbers. For example in the below screen

78. Finding What Client Matter was Originally Assigned to a Fee

    When looking at the audit trail you would not be able to see the original Client-Matter because it will only list its current properties. If the Client-Matter

79. Error – Process Configuration Not of Expected Type

    This error was showing as soon as a Client Intake or Matter Intake was opened. To fix it, try closing all of the Orion windows and re-open Orion. Try to

80. Applied and Posted TAP showing as Unposted on Retainer and Trust Ledger Tab

    This is the “Invoiced” status of the transaction. If the TAP has not appeared on an invoice (or gone through a Billing Cycle) in Orion, it will show a status

81. Adding Description to Time Manager Grid

    If you go to Time Manager and right click on the Grid Panel on the left you may choose the option for Show Description.

82. Records Management – Editing Dropdown Values

    Go into Orion Administration > System Information > Records Management.

83. Viewing All Conflicts Records Related to a Specific Client-Matter

    The easiest way to do this is to call up the Matter record in File Maintenance Manager and choose ACTION, Conflict Search. The system will

84. Viewing Conflicts Records for a Specific Client

    You can find all Conflicts records related to a Client record by calling up the Client Record in File Maintenance Manager and choosing

85. Matter Intake Form Not Coming Up

    Most likely the last time you had the Matter Intake Form up, it got saved off screen. To resolve this, start a new Matter Intake. Give the system a second

86. Unable to Start a New Client Intake

    Most likely the last time you had up the Client Intake Form, it got saved off screen. To resolve this, start a new Client Intake. Give the system a second or

87. User Entered Time for Someone To Whom the User Has No Proxy Rights

    An User can enter time for any active Timekeeper, regardless of whether or not the User has Proxy Rights to that Timekeeper. The Proxy Rights control

88. Do I Need to Enter a Period at the End of My Fee Transaction in Fee Entry

    Whether you enter a period at the end of each of your Fee transactions is optional. When Orion generates invoices, it automatically places a period at the end

89. User Did Not Capitalize First Word of Fee Transactions

    There is no need to do anything with the Fee transactions. When Invoices and Prebills are generated, Orion will automatically capitalize the first

90. How to View A Chart of Billable Amounts YTD

    Yes, simply go to Time Manager, click on the Full Calendar Option and then click on Show Chart. Choose the Billable YTD option, and it

91. Matter Status Freezing for User

    Have the User go back in and open Matter Status. Next, have the User click on the Look-Up Button (ellipse) and wait a couple of seconds (to make sure it

92. How to Tell Whether a Fee was Entered Using Orion Desktop or iOrion

    Bring up the Fee in question. In the Fee Entry window, right click and choose Show Audit Trail.

93. Viewing Intakes in Progress and Completed Intakes

    You may click on the Processes Button on the Task Bar and view your particular Intakes. If you would like to see Intakes assigned to everyone, simply

94. How can I group my Intake Forms by Person?

    On the Intakes in Process Window, you can right click and choose Show Grouping Panel, and you may then drag the assigned field into the grouping panel.

95. XX Forgot to Add Related Party Conflict Record to Intake Form

    You may open the Conflicts Program and enter the record directly through there. Click NEW and complete the form – at a minimum, enter the Related Party’s name

96. Conflicts Check – Purge History

    The Purge History option simply removes the record of the searches from the Conflicts window. Orion displays who does a search, if there was a hit, and the

97. Conflicts – Rebuild Indexes

    The Rebuild Indexes option in conflicts is sometimes run when conflict searches are not returning records you know exist. It is a utility that is available if

98. Existing Record Found When Searching in Records Management

    The record most likely does exist; however, the “map” to this record (the word search file) may not have been properly updated. To “map” it properly to this

99. Difference Between NEW and SAVE Buttons in Fee Entry

    The SAVE Button saves the entered transaction and closes the Fee Entry window. The NEW Button saves the entered transaction but leaves the Fee

100. Accidentally Entering Time for Wrong User

     The proxy rights and restricted settings are used to prevent Users from viewing and editing time for other Users; however, they do not prevent the

101. Totals by Activity Code/Service Code

     You may use the Fee Listing Report and filter by Activity Code if you want a total by one Service Code or Activity Code. You may also go to Time Manager, right

102. What is the Purge History option in the Records Management Search History?

     The Purge History option simply removes the records of the searches performed in Records Management until the date you specify. Orion displays who did

103. I Deleted a Client Record but the Conflicts Records are Still in The System

     Nothing went wrong. The Orion program NEVER deletes Conflicts records. If you delete a Client or Matter and you want the Conflicts records deleted

104. Error Rebuilding Indexes in Conflicts

     The problem is that one or more Users have the Conflicts and/or Records Management files open. No one other than yourself can be accessing these files

105. Error Rebuilding Indexes in Records Management

     The problem is that one or more Users have the Records Management and/or Conflicts files open. No one other than yourself can be accessing these files

106. Saving Fee to Client with a Matter INTAKE Status

     This may depend on the message you are getting. If you get the message Invalid Client you need to rekey the entry and put it on the appropriate file

107. Copy Last within Fee Entry is not Working

     Copy Last will only work after using the “New” Button. If you press Save, that will close the window and the information will be saved as a fee but

108. Bill Prep allows me to Type in More Text than will fit in the field, but AP Does Not?

     This is true due to the way the data files store data. You are not doing anything incorrect. Accounts Payable has a limitation on Client-Matter related

109. View in Matters or Contacts has Plus (+) Signs

     The User has turned on the Grouping Panel. You can get back to normal by right clicking within the grid window. Click Show Grouping Panel. This

110. Creating a Custom View in Time Manager

     If one of the preset date ranges does not work, you can create a custom one. In this example we are creating a view for the previous 60 days.

111. Notes Field in Conflicts

     Information is entered on the Intake Form itself when you click on Add Related Party in the Conflicts window.

112. Searching for Singular and Plural Words in Conflicts

     You may use the asterisk wild card in order to search for both. For example if you are searching for the words Director and Directors you may simply type

113. Searchable Conflicts Fields

     The fields that are searchable in Conflicts include Name, Employer, DBA/AKA, Relationship, and Notes (the fields are fields related to the Related

114. Posting Expense Input through Expense Manager

     Expenses (EX Codes) entered through Expense Manager do not have to be posted. The WIP for the expense will be created when you click “Save.”

115. Transferred Time

     No, there is not a transferred time report in Orion. If you have saved your original fee reports, you may look on those to find the record number of the

116. Deleted Fee/Time Records

     Orion has a built-in Audit Trail. It is not a report in the Reporting System, but it has some useful information you can review for audit purposes. If you have

117. What is a Proximity Search in Conflicts?

     A Proximity Search in Conflicts is a search that uses “AND” as the operator. For example, if you enter the words “John Smith” in the search box and choose

118. What is a Proximity Search in Records Management?

     A Proximity Search in Records Management is a search that uses “AND” as the operator. For example, if you enter the words “John Smith” in the search box and

119. Recording Expenses on Matters with a Status of Intake

     No, you cannot save expenses to a Matter that has a status of Intake.

120. Bold Font in Fee Entry

     No, there is no way to “Bold” text within a Fee Entry. “Word” features are not available. “Brackets” or “parenthesis” is the way to handle this issue.

121. Is there a way to change multiple Conflicts records from one Relationship Code to another?

     The conflict relationships are assigned to the Conflicts records at the time of conversion for data that existed prior to going live. The relationships are also assigned

122. Finding Fee Transactions Marked Off Invoice

     There is not a report you can run, but you may go into Time Manager and set a date range (transaction date range) to capture fees billed during the month

123. How to Enter Multiple Adversarial Parties in Conflicts

     You may enter 25 separate records, or you may enter one record and record all the different names in the Notes field. Either way, the system will find any

124. Conflicts – Question on Processes

     The only items that show up in the Processes window are the Intake Forms that are open and completed. Once the Intake Form is completed and a Client-Matter

125. Cost Recovery Bringing In the Wrong Price

     Most of the time, our import will bring the extended amount field over from the import file. The extended amount field is usually the 7th field over in bold below.

126. Check Request – Approved By Field

     This is a training – firm policy/preference issue. The answer will vary depending on your Firm’s policy. See notes below.

127. Expense Manager – Displaying Transactions Printed on an Invoice versus Off Invoice Transactions

     The Expense Manager will allow you to filter for Invoiced Transactions. If you click on the Filter Button and choose Invoiced it will display the transactions that

128. Unable to Delete Old Check Requests

     The easiest way to handle these is to approve each of the Check Requests. Go into AP Manager and open the Check Request from there. Instead of clicking

129. Is it Possible to Set up a Recurring Fee Transaction?

     No. There is not a feature that allows you to set up a recurring fee transaction. You can, however, use the COPY LAST feature to create a new one. You would call

130. Reimbursement Manager

     Check to see if there is a filter set that includes an “Entry Date.” If there is a date in the field, clear it and click OK.

131. Error When Entering Contacts Module – 00000078

     The pop up you are getting is a part of the view you are using. It is set up to prompt for information on what you want to search based on User input. If you

132. My Performance Dashboard

     Please contact us for an explanation of the “My Performance Dashboard.”

133. Firm Performance Dashboard

     Please contact us for an explanation of the Firm Performance Dashboard.

134. Smart Timers

     Yes, you may have a Smart Timer running at the same time an User keys fees for you in Orion. The two do not conflict and it is perfectly acceptable to do. As fees

135. Payment Calendar Does Not Match with Desktop Version and iOrion

     The options you are using to filter are probably different. Check to make sure they are the same.

136. Punctuation on Fee Entries

     The Orion invoice format will place a period at the end of a Fee Entry for you if you do not put in punctuation. It will also replace the last punctuation mark

137. Matters are Not Defaulting to Client Setting for AP Imaging

     If your Matters are not defaulting to your Client settings for AP Imaging, you do not have the fields related to AP Imaging in your Matter Intake Form. You will

138. Rates not Showing for Timekeeper (TK) in Time Manager

     There are a few things to check. In File Maintenance Manager, look at the Billing Rates Tab for the Matter in question. Is there an Override Rate entered

139. Conflicts – What is a Subset Search?

     A subset search is a search performed on the results from the previous search that are displayed on the screen. The option to perform a subset search is

140. Conflict Records Created During Specific Date Range

     Yes. To view all Conflicts records created during a specific date range, go into Conflicts Search and click on the Date Filter option. Choose to

141. Records Management – What is a Subset Search?

     A subset search is a search performed on the results from the previous search that are displayed on the screen. The option to perform a subset search is not

142. Conflicts Records Created by Matters Opened During a Specific Date Range

     Yes. To view all Conflicts records created on Matters opened during a specific date range, go into Conflicts Search and click on the Date Filter

143. Can I exclude Cash/Open Vouchers info from the Firm Performance Dashboard Firm Summary?

     No – there is no way to turn this off other than to make sure there are no Bank Accounts set to “Include in Firm Summary.” If no banks are set to

144. Is it Possible to Determine What Conflict Searches a Specific User Has Performed?

     There is nothing specifically designed in the program to do this, but you can use the Search History in Conflicts to get an idea of the searches run. Go

145. Determining Searches Run by A Specific User

     There is nothing specifically designed in the program to do this but you can use the Search History in Records Management to get an idea of the

146. Firm Summary – Firm Performance Dashboard

     The Firm Summary section provides an “at a glance” view of the Firm’s performance for the current month, current year and last 12 month period. The values

147. Billable and Billed Chart – Firm Performance Dashboard

     The Billable and Billed Chart allows you to view and compare Billable Dollars/Hours for this year and last year or Billed Dollars/Hours for this year and last year. The

148. Accounts Receivable Relieved – Firm Performance Dashboard

     The Accounts Receivable Relieved Chart is a Stacked Bar Chart that shows Fee Payments and Credits/Write Offs separately for this year and last year. Credits

149. WIP and AR – Firm Performance Dashboard

     The WIP and AR Chart is a Pie Chart that allows you to toggle between Work in Process and Accounts Receivable, and it provides a breakdown by aging

150. Billable Work – My Performance Dashboard

     The Billable Work Chart allows you to view Billable Hours or Dollars (subject to security rights) worked on a monthly basis and to compare it to Last

151. Work Billed – My Performance Dashboard

     The Work Billed Chart allows you to view Billed Dollars for this year and last year as well as comparing this year’s Billed Dollars to Hours Billed at

152. Payments Received – My Performance Dashboard

     The Payments Received Chart compares Fee Payments applied to your Timekeeper ID for the Current Year and Last Year. Unlike many of the Productivity

153. WIP and AR – My Performance Dashboard

     The WIP and AR Chart is a Pie Chart that allows you to toggle between Work in Process and Accounts Receivable for your Timekeeper ID and it provides

154. No Data Showing in Firm Performance Dashboard After Running Summary Compiler

     If you have confirmed the Summary Compiler did in fact run, the problem is that Timekeeper ID FIRM is set as a restricted Timekeeper. Go into Manage Users, open

155. Finding other Conflicts Records Related to a Client Number Shown in Displayed Conflicts Results

     The easiest way to find other Conflicts records related to a Client referenced in a record shown in your search results is to use the “Related Info” Search feature.

156. Finding other Conflicts Records Related to a Client-Matter Number Displayed in Conflicts Results

     The easiest way to find other Conflicts records related to a Client-Matter referenced in a record shown in your search results is to use the “Related Info” Search

157. I searched for a specific Client number in Conflicts but no results were shown.

     When searching for a specific Client Number, you must enter the full Client Number. For example, if your Client Number have leading zeros and you

158. I searched for a specific Client-Matter number in Conflicts but no results were shown

     When searching for a specific Client-Matter Number, you must enter the full Client-Matter Number – including the dash between the two numbers.

159. Conflict Search – Difference Between Batch Search and Subset Search

     A Batch Search allows you to perform multiple but separate searches at the same time. Each individual search is displayed in the grid under a header showing

160. Subset Search option not available in Conflicts

     There are 2 reasons the “Search is a Subset of a Previous Search” option may not be accessible.

161. What is the Purge Search History option in Conflicts?

     The Purge Search History option simply removes the records of the searches performed in Conflicts through to the date you specify. Orion displays who

162. Unable to See Any Payments in Payment Calendar

     There are two settings that control the ability to use the Payment Calendar. First, the User must have security rights to it. Second, the User either needs

163. Finding other Records in Records Management Related to Client Shown on a Record in Search Result

     The easiest way to find other records related to a Client referenced in a record shown in your search results is to use the “Related Info” Search

164. Finding other Records Related to a Client-Matter Number a Displayed Search Result

     The easiest way to find other records related to a Client-Matter referenced in a record shown in your search results is to use the “Related Info” Search feature.

165. I searched for a specific Client number in Records Management but no results were shown.

     When searching for a specific Client Number, you must enter the full Client Number. For example, if your Client Numbers have leading zeros and you

166. I searched for a specific Client-Matter number in Records Management but no results were shown.

     When searching for a specific Client-Matter Number, you must enter the full Client-Matter Number – including the dash between the 2 numbers. For example, if your

167. Records Management Searches – What is the difference between a Batch Search and a Subset Search?

     A Batch Search allows you to perform multiple but separate searches at the same time. Each individual search is displayed in the grid under a header showing

168. Subset Search option not available in Records Management

     There are 2 reasons the “Search is a Subset of a Previous Search” option may not be accessible.

169. Orion Desktop Manual

     Please contact us for the Orion Desktop Manual.

170. Grid Settings on Time Manager

     The grid settings are associated with the particular User who is using Orion. The settings are stored in a file record associated with the User, so if the User

171. Default queries on Time Manager

     If you want to try to set a query as the default for a particular Timekeeper, you can go to Orion Administration, click on Configuration Management, and

172. Printing out Sections of Firm Dashboard

     You can right click on the graph portion of the screen in each section of the Dashboard and choose Print to print it out.

173. Adding a Contact Record in Orion as a Conflict Record

     The Conflicts database is maintained separately from the Contacts database. In order to add a Contact as a Conflicts record you will need to click on the

174. Viewing the Detail of Time Written Down

     There isn’t a report designed for that, but you might be able to customize the Fee Listing Report. A better idea would be to use the Time Manager. Set the

175. Conflicts Search not Picking up Word

     This may depend upon how you are running your Conflict Search. The proximity search with ANY finds the words searched for in the SAME record ANY number

176. Where Does the Target and Cost Rate Info in The Dashboard Come From

     The Target and Cost Rates are set up on each Timekeeper through the User record (Manage Users). This rate is then multiplied by the original

177. How to tell from Matter Status That a Particular Trust Disbursement Has Been Paid

     If you double click on the transaction and display the transaction detail screen, you will see a field that says Paid To If this field is populated that will

178. Error when adding words to the dictionary. Cannot create file

     When you add a word to the dictionary using the spell checker it will create or add to the orion.dct file in the same path from which you are launching oriondesktop.exe. This would

179. Altering setting on reports when printing

     The report builder controls the Whole Page versus Page Width setting, and we are unable to alter the default.

180. Fee Work Location Feature

     The Orion Fee Work Location feature is designed to be used to track where time was physically worked. It will mainly be used by Firms that must file local

181. Closing Multiple Matters at the Same Time

     If you need to close multiple Matters of a Client, you may do so using the Global Matter Edit feature. This feature can be accessed from within the File Maintenance