Matter & Entities

Entities

1 article

Changing Entities - Establishing a New Business

This article applies to the following scenario You have established a new business entity Procedure Your P&L will automatically be cleared ou...

Read article

Matter Management

2 articles

Close and archive a matter

Close a matter  Before you can begin closing a matter, you will first need to check that there is nothing outstanding on the matter and al...

Read article

Troubleshooting Smokeball Matters Not Appearing in Efimis

Overview This guide explains how to troubleshoot a Smokeball matter that: Does not appear in Efimis Appears in Efimis but is missing time or W...

Read article