How To's & FAQs
How To's
See all articles...5 articles
How To: Verify BPAY CRN Check Digit (MOD10V01)
This guide helps you test the accuracy of BPAY Customer Reference Number (CRN) generation and validation using the MOD10V01 algorithm via the BPAY...
How To: Create a New Account in the Office Journal
Step-by-Step Instructions Navigate to the General Ledger screen. Select the Office Journal from the list. Click the Create New Account b...
How To: Create and Allocate Supplier Prepayments
Summary This guide outlines the steps to assign credit to a supplier for upfront costs by recording an Office Payment, processing disbursements, ...
FAQs
See all articles...8 articles
FAQ: When I log in, it says I'm not associated with an Organisation?
Issue After creating a new login, the user sees the message below that prevents them from accessing their account. Solution An admin user (so...
FAQ: Can I show WIP on my Balance Sheet?
A: Follow these steps Create a new account in the Office Journal. This will reflect the value of unbilled WIP. Navigate to the Aged WIP report....
FAQ: Why don't the Work Item Listing and Performance Reports match?
A: These Reports Should Not Be Used for Reconciliation The Work Recorded column in the Performance Reports reflects the total value of work items...
MC Testing
3 articles
[TEST] How to Create Disbursements and Cost Recoveries
Difficulty: ⭐☆☆ Beginner Time Required: 5-10 minutes Prerequisites: Access to matter, disbursement creation permissions Applies to: Practice Evolv...
[TEST] - ARTICLE TEMPLATE
Difficulty: [Beginner | Intermediate | Advanced] Time Required: [X-X minutes] Prerequisites: [List prerequisites or "None"] Overview What is [F...
Article Formatting Guide: Tips & Tricks for Knowledge Base Articles
Learn how to use the Freshdesk article editor to create professional, easy-to-read knowledge base articles. This guide covers all formatting optio...