Guides

Technical Documentation

Release Notes

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

Technical Documentation

• Security - Amazon Web Services
• Load on Demand (LOD) Implementation
• Security FAQs - Evolve Hosted Services
• Login Changes
• Sign in with Microsoft: Setting Up and Using Single Sign-On (SSO)

Client Services

• Supporting Your Practice

Integration

BPAY

• Setting up BPAY

DEFT

• Setting up DEFT Payment Systems

Guides - Cashiers & Bookkeeping

Accounting Reports

• Client/Trust Reporting - Dormant Client/Trust
• Cost Centres
• Period Date Reporting
• VAT Return
• Which reports should match? - DRAFT

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Prepare Bank Deposits

• Bank Deposits
• Trust Banking

Bank Reconciliations

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

Client / Trust Payments & Receipts

• Client/Trust Payments
• Client/Trust Receipts
• Client/Trust Matter to Matter Transfers
• Paying Disbursements from Client/Trust Funds
• Reversing a Client/Trust Receipt

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Disbursements & Cost Recoveries

• Create Disbursements and Cost Recoveries
• General Ledger Disbursements
• Transfer Disbursements
• Transfer Cost Recoveries
• Cancelling Disbursements

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General Ledger

• Lock/Unlock an Account
• End of Financial Year Closing
• How to Delete a General Ledger Account
• How do I create a new bank account?
• Posting a General Journal

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Invoicing

• Managing Invoices
• Creating and editing an Invoice
• Split Invoicing
• How do I apply Credit Notes or Client Funds to an Invoice or Disbursement?
• Automatic Invoice Credit Notes (UK only)

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Office Payments & Receipts

• Office Payments
• Preparing Payments - ABA Files (AU Only)
• Prepare Payments - Cheque Printing
• Office Receipts
• Cancelling Stale or Unpresented Cheques

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Payment & Receipt 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

• Duplicate/Clone Work Item
• Move Work Items in Bulk
• Custom Views and Filters
• Create, Edit and Write Off Work Items
• Custom Work Item Units & Duration Reporting

Deposit Accounts/CMA/Investment

• Controlled Money / Investment Accounts

Register of Power and Estates

• Register of Powers and Estates

Client Interest

• Client Account Interest Calculator

Paying PEXA Disbursements from Client/Trust

• Paying PEXA Disbursements from Trust

Protected Funds

• Protected Funds

Billing Rates

• Assigning Billing Rate Sets
• Billing Rates

Webinars

Feature Webinars

• Webinar: Debtor Management
• Webinar: Archie
• Webinar:Bank Reconciliations and Bank Feeds
• Webinar: Intro to Precedents
• Webinar: 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
• 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

Guides - Fee Earners & Support

General

• Dashboards, Saving Customised Views and Full Screen Matter Cards
• Close and archive a matter
• Enhancements to Navigation Menu - From 19 April 2023
• General Navigation

Guides - System Administration & Set Up

System Set Up

• Custom Fields
• Updating user's roles
• System Requirements
• How to re-install
• Disbursement Codes

Entities

• Changing Entities - Establishing a New Business

Accounts Settings

• Fee Earner Targets
• Firm Settings
• Invoice Approval Settings
• Setting up the "Accounts" Folder
• Roles & Permissions

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