Getting Started with Brief EnCounter - DataSync

BA Icon  Getting Started with Brief EnCounter with DataSync

 

The following section will take you through the slip entry application, Brief EnCounter, and how it works in conjunction with the central accounting application, Brief Accounting.

1. Overview of Brief EnCounter

Brief EnCounter is the Timekeeper accessory application that works in conjunction with Brief Accounting. It is used by Timekeepers to enter time and disbursement slips. It is a stand-alone application separate from Brief Accounting.

 

2. Keeping information Updated in Brief EnCounter

In order to enter slips into Brief EnCounter, it is imperative that it contains up to date Matter Lists, Timekeepers and Rates from Brief Accounting. 

To bring this information into Brief EnCounter click the Sync Matters button from the Home Screen:

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3. Enter Time (or Cost) Slips

From the Brief EnCounter home screen, click the New icon at the top of the screen to open a blank slip. Enter the details of the time or cost.

 

4. Send the Slips to Brief Accounting

Once the slips are entered in Brief EnCounter, they must be sent to the central accounting application, Brief Accounting, so that they can be included on an invoice. To send the slips from Brief EnCounter to Brief Accounting, simply click the Sync Slips button on the Slips Screen of Brief EnCounter:

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NOTE: It is possible to filter the list of slips sent to Brief Accounting so that not all slips are included in the Sync. To do this, from the Slips screen, click the magnifying glass icon beside the column heading for which you want to filter. Enter your filter criteria. Only those slips visible on the screen after you filter will be sent to Brief Accounting when the Sync Slips button is clicked.

 

More detailed information on Brief EnCounter can be found in the Brief EnCounter section of the Brief Accounting Knowledge Base.

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