Getting Started
Discover everything you need to know to start your journey
Accounting
Accounting Section of Firm Settings
2 articles
Cost Centres
Overview Managing revenue and expenses effectively is crucial for businesses of all sizes. One way to gain better insight into your financials is...
Disbursement Codes
Guide Overview Disbursement codes can be set up by disbursement type. These become frequently used disbursement templates which can be selecte...
Billing
Billing section of the firm settings
3 articles
Setting Up Billing Rates
Overview Billing Rates can be set at multiple levels throughout the system, depending on the requirements of your firm. Rates are defined as a mo...
Invoice Approval Settings
Overview Invoice approval automation allows you to set up an approval workflow process for your client invoices. The approvals are completed onli...
Automatically finalise work items (Accounts)
Guide Overview When time entries are recorded in the accounts system, a setting can be turned on to automatically finalise work items when entere...
Employees & Teams
See all articles...Employees and Teams section of the firm settings.
7 articles
Updating user's roles
Overview When a user requires any changes to their role/s or permission/s, perform the following steps. For more information on what pe...
Roles & Permissions
Overview This guide is provided for Practice Managers and administrative Support Staff. It will assist with navigating Roles & Permissions set up...
Assign a role to a user
Overview Depending on what access a user needs, they will need to be assigned one or more specific roles/permissions. For more information...
General
General Category of the Firm Settings
2 articles
Text Templates
Overview Text templates are used to auto populate the narration of the reason field for trust and office receipts & payments, purchases, work ite...
Custom Fields
Overview This guide covers the process of setting up and updating a custom field on a matter, contact or invoice. Custom fields enable Firms to a...
Notification
Notification section of the firm settings
2 articles
Message Quarantine
Overview The Message Quarantine feature works in collaboration with system generated emails where your firm can schedule tasks (such as generatin...
Notification Templates
Overview The notifications feature is designed to automatically distribute templated messages in bulk such as emailing Invoices and Receipts to c...