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Jurnal Gold Documentation

website·Indexed 30 days ago

https://help.jurnalgold.ro

User guides and technical documentation for Jurnal Gold, including Jurnal Gold Karma for activity management, the Panoramic reporting module with Heatmap, Donut, and Sankey charts, and e-factura integration. Covers activity tracking, data filtering, list management, and user access rights.

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What's inside Jurnal Gold

  1. Overview of the Jurnal Gold e-Invoicing module for collaborating lawyers

    Jurnal Gold provides a distinct, isolated module dedicated to electronic invoicing (eFactura) for collaborating lawyers who operate as individual practices. This allows collaborators to issue tax invoices to the employing law firm or third parties while maintaining a separate working environment from the main firm's license.

  2. Overview of the Panoramic Dashboard module

    The Panoramic module is an experimental dashboard in Jurnal Gold Extended that provides graphical and tabular visualizations of activities. It is integrated by default but remains optional and is available to any user with the appropriate access rights. The module can be accessed via the 'Panoramic' category in the main menu.

  3. Overview of Jurnal Gold legal management system

    Jurnal Gold is an information system designed for managing legal practice activities. Its core capabilities include:

    • Time Tracking: Generating time-sheets using various filtering and selection criteria.
    • Fee Calculation: Performing financial evaluations of work based on complex rules (lawyer, client, contract/case, duration, period/stage, fees, currency, etc.) prior to invoicing.
    • Invoicing: A flexible system supporting the review of work content, generation of estimated, proforma, or fiscal invoices, as well as advance and settlement invoices. It also tracks payments and generates financial reports.
    • Financial Contribution Tracking: Modules to manage the distribution of financial results to the lawyers who generated them.
    • Multi-entity Support: Allows the definition of multiple entities (e.g., Law Firm, Insolvency Company, Tax Consulting Company) sharing the same database for invoicing purposes.

  4. Overview of Jurnal Gold legal management system

    Jurnal Gold is an information system designed for managing legal practice activities. Its core functional capabilities include:

    • Time Tracking: Supports various time-tracking approaches and the generation of customizable time-sheets based on diverse filtering and selection criteria.
    • Fee Calculation: Facilitates financial evaluation of work prior to invoicing, supporting complex calculation rules based on lawyer, client, contract/case, duration, period/stage, fees, and currency.
    • Invoicing: A flexible invoicing system that allows for the review of work content during the billing stage. It supports the generation of estimated, proforma, and fiscal invoices, as well as advance and settlement invoices, with tracking for payments and financial reporting.
    • Financial Distribution: Includes modules to manage the distribution of financial results to the lawyers who generated them.
    • Multi-entity Support: The system is multi-issuer, allowing multiple entities (e.g., Law Firm, Insolvency Company, Tax Consulting Company) to share the same database for billing purposes.

  5. Overview of the Lists and Reporting module

    The Lists/Reporting module provides a data-rich user interface tailored to the user's access rights and selections. It allows users to filter and sort data to retrieve specific information. Users can save their filtering and sorting criteria for future use. Additional functional details are available via the help button ('?') located in the top right corner of the Reports / Lists page.

  6. Overview of Jurnal Gold Karma

    Jurnal Gold Karma is a modern reinterpretation and extension of the classic Jurnal Gold functionality. It utilizes modern graphical interfaces and technologies to provide a consistent experience across both desktop and web application environments.

  7. Overview of the Reports and Lists module

    The Reports and Lists module provides a data-rich user interface tailored to the user's access rights and selections. It allows users to filter and sort data to retrieve specific information. Users can save their filtering and sorting criteria for future use. Additional functional details are available via the help button ('?') located in the top right corner of the Reports / Lists page.

  8. Overview of Jurnal Gold Electronic Billing Module for Collaborating Lawyers

    Jurnal Gold provides a distinct, isolated work environment specifically for electronic billing within individual law practices. This module is designed for collaborating lawyers (who operate as individual offices) that need to issue fiscal invoices to their employing law firm or third parties, leveraging the Jurnal Gold license held by the employing firm.

  9. Overview of Jurnal Gold Karma

    Jurnal Gold Karma is a modern reinterpretation and extension of the classic Jurnal Gold features, utilizing modern graphical interfaces and technologies. It is designed to be available both as part of a desktop interface and as a web application, ensuring a consistent user experience across both environments.

  10. Understand the Sankey chart distribution of hours

    The Sankey chart visualizes how hours worked by lawyers are distributed across the cases they have worked on. It is used to identify common cases and team collaborations. Note: This chart is only visible to users with extended permissions (drepturi extinse).

  11. Configure Activity table view contexts

    The Activity table provides three distinct viewing modes to organize work context:

    • Calendar Date: View activities for a specific calendar date (most common).
    • All: View all work entries to get a general overview.
    • Client / File: View activities filtered by a specific client or case file.

    Dynamic View Locking: By default, a blue lock icon is active, keeping the current view stable. If the lock is clicked (unlocked), the table view updates dynamically based on navigation:

    • Navigating to the Calendar automatically sets the table to 'Calendar Date' mode.
    • Navigating to the Client/File Tree automatically sets the table to 'Client / File' mode.

  12. Understand the purpose of the Activity Table in Jurnal Karma

    The Activity Table is designed to provide immediate context for adding or editing activities. It allows users to quickly see what has already been completed for a selected day, file, or team, ensuring that new entries are consistent with the existing work history and maintaining a seamless workflow.