This article lists regularly asked questions in regard to Insight.
Please see the Frequently Asked Questions below. Expand the accordion on the left to see the answers.
Q - I am trying to record time and get the message "The date must fall within an unlocked Period". How do I fix it?
You are trying to time record in a locked period, you must:
- Unlock a period; go to System > Settings > Periods and Years
- Click on the period you want to post time into
- Untick time locked and hit Save in the top left corner
- This will release the period and allow you to post time into it
- You may need to add a new year if you are at year-end.
- Untick Posting Locked and click Save. This will release the period and allow you to post into it
- For more information, see Adding a New Financial Year & Unlocking a Period
Q - How do I Fix the Menu Ribbon/Taskbar
There are several things you can do with the Menu Ribbon
Minimising the Menu Ribbon:
- Double Click any of the top menu tabs OR
- Click on the arrow at the right side of the ribbon
- When the Menu Ribbon has been minimised only the top tabs will show
Expanding the Menu Ribbon:
- To expand the Menu Ribbon temporarily use a single click on any of the tabs
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To expand the Ribbon permanently:
- Double click on any of the menu tabs OR
- Click on the pin at the right side of the ribbon when the menu is temporarily expanded
Q - Why doesn't my Trial Balance match my Matter Balances report?
There are two common reasons for this:
- Check to see if ticking " Closed " in the Matter Balances report status resolves the issue - There may be some balances on closed files
- A file may have been opened after its first posting date - Our Support Team can run a report that will find this
Q - How do I increase/decrease my firm's number of licences?
his can be done by contacting our Support Team at support-cms-uk@dyedurham.com
| Please note that a written request from an authorised partner or director of the company will be required to action the increase or decrease request. |
Q - Why is my Outlook Add-In not working?
There are a few common reasons for this but they can differ based on your version of Outlook, the best place to check is Microsoft guides here
A couple of common solutions are:
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Check Outlook for Slow and Disabled COM Add-ins
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In Outlook Go to "File" then "Manage Add-Ins"
You will be able to enable the add-in from here and tell Outlook to not disable it in future.
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- Select the Insight Outlook add-in
- Choose the option "Do not monitor for the next 30 days"
- Click "Apply"
- Click "Close"
Q - What happens when I run a month-end?
Running month-end within Insight locks the period down for posting and time recording
- If you realise that this should not have been done yet, you can unlock the period again if it is needed. For more information on this see Adding a New Financial Year & Unlocking a Period
- If you would like to run any reports, this can be done via the Report tab in Insight
Q - Why can't I find a matter but my colleague can?
There are a couple of possible reasons for this:
1 : Restricted Matter
- The matter has most likely been restricted, this means that only the Fee Earner Responsible can see the matter
- The Fee Earner responsible will need to go to Cases > Matter Maintenance and untick the restricted box in the matter details box on the top left-hand side
2 : Incorrect Filters
- Check your Matter look up filters - Matter Look-up > Cog Icon > Matter Tab.
- If you have selected 'My Files Only', 'Exclude Closed' or 'Filtered' by 'Department' they may be filtered
- Clear your filters by pressing the clear filter icon as shown by the red arrow
Q - Why is it saying "The date does not fall within an open period" when I am trying to do a posting?
You may need to add a new year if you are at your year-end. In the bottom right, untick Posting Locked and hit Save in the top left corner. This will release the period and allow you to post into it
- You are trying to post in a locked period
- To unlock a period, go to 'System' > 'Settings' > 'Periods and Years'
- On the right-hand side, click on the period you want to post into
- In the bottom right, untick Posting Locked and click Save in the top left corner
- This will release the period and allow you to post into it
Q - How do I change my regional settings
Insight will apply the regional settings that are set on your PC or laptop, so if you are seeing a Dollar($) or Euro(€) symbol instead of Sterling (£) then you will need to change these. Instructions to do that are here
Q - I have created the wrong reference for a Matter. Can I change this?
- Once you have created a Matter and saved it, you are unable to change its reference
- If you need to change it, we would recommend that you go into Cases > Matter Maintenance and rename the matter "DO NOT USE", and then create the matter again with the correct reference
- For more information, see Setting up a New Matter
- Rename the matter "DO NOT USE"
- Create a new matter in Cases> Matter Maintenance in the family department
- The next time you want to add a matter in the conveyancing department, rename the "DO NOT USE" matter with your new matter details
- This conveyancing matter will have the reference "CON15"
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- Alternatively, If you want to delete the information from your system permanently you can redact the data under "System" and "Redact Data"
Q - What does "An Item With The Same Key Has Already Been Added" Exception Message Mean?
When this message is displayed, it means that there is a duplicate field either within a specific matter or within a particular client related to that matter. When we search for the exception code internally on iCRM, it will tell us exactly which fields the issue is occurring in. Please take a look at the screenshot below as an example; the address field was the issue in this instance