Guides

Knowledge Base

Safe Custody

• Safe Custody

Reports

• Reports
• How to stop reports opening in Protected View - EvolveGo

Settings

• Data Backup
• Document Containers
• Logging out of EvolveGo - Resolving issues with EvolveGo using large amounts of disk space
• Disable access for users or re-activate former staff - EvolveGo

Chrome Extension

• Chrome Extension

Precedents & Automation

Precedents

• Create a Precedent
• Revert a Precedent to a Previous Version
• Add a PDF Precedent
• Organising Precedents
• Updating the Addressee or Container on an Existing Precedent

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Document Automation

• Next Step
• Tasks
• Add an Automation Field
• Add an If / Then / Else
• Add an Ask Question

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Technical Documentation

Release Notes

• 2025 EvolveGo Release Notes
• 2023 Release Notes
• 2024 Release Notes

Technical Documentation

• EvolveGo Security - Amazon Web Services
• Emails not saving to the matter in EvolveGo - Outlook Scan tool
• Why are my emails disappearing when filed? - EvolveGo
• Why are fonts changing when creating a PDF in EvolveGo?
• Set up two-factor authentication - EvolveGo

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Client Services

• Supporting Your Practice

Communicate

Communicate

• Communicate Security
• Using the Communicate client portal - EvolveGo
• How does a client use Communicate / the client portal? - EvolveGo

Getting Started

Getting Started

• Basic System Navigation
• Home Screen: Action Bar
• EvolveGo - Pre-deployment (system setup)
• Organise and Filter Matters
• Searching

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Integration

Zoom Integration

• Setting up a Zoom account
• Authorising your Zoom Integration

InfoTrack

• Insert Electronic Signatures with Infotrack: DocuSign

EvolveGo Mobile

• The EvolveGo Mobile App

Guides

General

• General Navigation
• Close and archive a matter
• Enhancements to Navigation Menu - From 19 April 2023
• Default Document Folders - EvolveGo
• Conflict Check

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Accounting Reports

• Client/Trust Reporting - Dormant Client/Trust
• Cost Centres
• Period Date Reporting
• VAT Return
• Fee Earner Performance Reporting

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Accounts Settings

• Fee Earner Targets
• Firm Settings
• Invoice Approval Settings

Banking

• How do I create a new bank account?
• Bank Deposits
• Open Banking (Bank Feeds) Setup

Bank Reconciliations

• Bank File Import
• How to check for unreconciled payments in EvolveGo
• Bank Reconciliation

Client / Trust Payments & Receipts

• Trust Banking
• Protected Funds
• Client/Trust Payments
• Client/Trust Receipts
• Client/Trust Matter to Matter Transfers

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Disbursements & Cost Recoveries

• Disbursement Codes
• Create Disbursements and Cost Recoveries
• General Ledger Disbursements
• Transfer Disbursements
• Transfer Cost Recoveries

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Entities

• Changing Entities in EvolveGo

General Ledger

• Lock/Unlock an Account
• End of Financial Year Closing
• How to Delete a General Ledger Account

Invoicing

• Managing Invoices
• Invoice Reports
• Creating and editing an Invoice
• Split Invoicing
• How do I apply Credit Notes or Client Funds to an Invoice or Disbursement?

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Office Payments & Receipts

• Office Payments
• Preparing Payments - ABA Files (AU Only)
• Prepare Payments - Cheque Printing
• Office Receipts
• Posting a General Journal

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Receipt & Payment Requisitions

• Creating a Requisition
• Attachments to Transactions
• Receipt Requests
• Requisition Approvals
• Posting a Transaction from an Approved Requisition

Suppliers & Purchases

• Create and Manage Suppliers
• Recording a Purchase
• Recording a Supplier Credit Note
• Paying Purchases
• Supplier Verification

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Statements

• Statements

Work Items

• Automatically finalise work items (Accounts)
• Duplicate/Clone Work Item
• Assigning Billing Rate Sets
• Move Work Items in Bulk
• Custom Views and Filters

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Workflows

• Creating Workflows

Webinars

Feature Webinars

• Webinar: Debtor Management
• Webinar: Archie
• Webinar: EvolveGo: Bank Reconciliations and Bank Feeds
• Webinar: Intro to Precedents
• Webinar: Evolve Go - End of Financial Year Process

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How To's & FAQs

How To's

• How To: Verify BPAY CRN Check Digit (MOD10V01)
• How To: Create a New Account in the Office Journal
• How To: Create and Allocate Supplier Prepayments
• How To: Record Transit Money in EvolveGo
• How To: Clear Browser Cache and Cookies

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FAQs

• FAQ: When I log in, it says I'm not associated with an Organisation?
• FAQ: Can I show WIP on my Balance Sheet?
• FAQ: Why don't the Work Item Listing and Performance Reports match?
• FAQ: How do I reprint a Bank Reconciliation?
• FAQ: What are the definitions for the different date fields?

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Learning

Module 1: Trust Accounting

• Trust Receipts
• Trust Payments
• Matter to Matter Transfers
• Trust to Office Transfers
• Trust to Office Transfers from the Matter

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Module 2: Office Accounting

• Office Receipts – via Matter & Invoice
• Office Receipts – via Global Accountant Dashboard
• Office Payments – via Matter
• Office Payments – via Global Accountant Dashboard
• Bank Deposits

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Module 3: Disbursements

• Disbursements – What are they?
• Recording Disbursements
• Disbursements – Cost Recoveries

Module 4: Purchases

• Creating Purchases
• Purchase Orders
• Paying Purchases
• Purchase Credit Notes

Module 5: Invoicing

• Creating an Invoice
• Amending Invoices
• Managing Invoices

Module 6: Requisitions

• Payment Requisitions
• Purchase Requisitions
• Approving Requisitions