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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