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...
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...
FAQ: Why does my matter not appear in Efimis?
This applies to firms integrated with Smokeball (EvolveGo). The matter sync described below is the desktop-to-cloud sync between Smokeball Desktop...