Welcome to an overview of the HoudiniEsq Microsoft Word Add-In for Office 365. This KnowledgeBase article refers specifically to the version that is deployed for Office 365/Word 2019, and the instructions are valid for both Windows and OSX. Please note that as of the time of this article’s publishing date, the HoudiniEsq […]
HoudiniEsq – Word Plugin installation and overview
Welcome to an overview of the HoudiniEsq Microsoft Word plugin. This plugin can be deployed for Office 2007/2010 (Windows) or Office 365/2019 (Windows and OSX). We will include instructions for both sets of add-ins. Microsoft Office 2007/2010 (Windows Only) Download the Plugin Install and Setup the Plugin Using the Plugin […]
Applying Credit To a Current Invoice
This article will give you a quick tip on how to apply credits to an invoice you intend on sending out to a client, in the case of needing to provide a discount or markdown on services or fees rendered immediately as opposed to after a bill has been sent […]
Windows 10 Update Issues (Cannot Log In)
Recently we have encountered an issue where some users who are updating to Windows 10 are having their HoudiniEsq service and its environment variables removed as a result of port 80 being used by the operating system (likely a result of Microsoft IIS). If you are unable to access HoudiniEsq […]
Advanced Filter
Beginning with build 2.0.0.765 and later of HoudiniEsq, you may notice the Matter Dashboard has a new Advanced Filter, with more customization options than ever. The new Advanced Filter allows for several areas that can customize searches. The Advanced Filter can be accessed from the Matter Dashboard by clicking the […]
Exporting Data In HoudiniEsq
HoudiniEsq includes an easy to use Export feature built directly into the Advanced Filter of each Dashboard view. To access the Advanced Filter for a specific dashboard (such as Matters or Contacts) click the filter icon on the left hand side, near the search options as shown below. Once you […]
Task & Phone Call Timer
HoudiniEsq features two easy to use, real-time methods to record your time, the Task Timer and the Phone Call Timer. This article will walk through how to use both methods. Task Timer The Task Timer will allow you to multi-task in the HoudiniEsq system while still recording your time. You can start, […]
HoudiniEsq Office Add-Ins – Silent Install Instructions
This article will walk you through step by step instructions for deploying the HoudiniEsq Office Add-ins via silent install. This method of installation is preferable when you are installing the HoudiniEsq Office Add-ins (Word, Excel, Outlook) for multiple users via automated startup scripts, or are installing the add-in for a user who does not […]
Fiscal Budget Management
HoudiniEsq provides real-time fiscal budget management as a core feature of the application, allowing you to keep effortless track of both Billing and Payables in one easy to use dashboard. Track your spending for a specific Client, Project, or across your entire firm or organization, and set up yearly budget limits […]
Payables
HoudiniEsq allows you to track Payables as part of its Case Budgets feature. This record type will allow you to keep track of and record payments for billable items that are incurred outside of HoudiniEsq’s billing system, including invoices which are billed to your firm, utility payments, outside council fees, and more. With […]