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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