Overview

This guide is designed to help new users navigate and use the system effectively. 

Not all tabs are available to every user, as access is permission-based. If you have full permissions but some menus are not visible, they may be grouped under the More tab due to screen size, display resolution, or scaling settings.

All menu options are located at the top of the page. Tabs provide access to:

• Quick actions
• Accounting
• Time recording
• Entity management
• System settings 

Search

The Search feature allows you to quickly find information across the system.

Search Anything

The dashboard lets you search everything within the system, including:

• Directory entities (clients, suppliers, employees)
• Matters
• Invoices
• Purchases

• Simply type your query into the search bar, and results are displayed instantly.

Ask Eve (AI Assistant):

• Click the blue sparkles icon to use Ask Eve.
• Ask Eve can provide intelligent suggestions, reports, or information based on your query.

Use Search Anything for quick navigation, and Ask Eve when you want detailed insights or AI-powered reporting.

Create New

Click + to access Create New options, allowing you to create entities, invoices, matters, and more, depending on your permissions.

 Requests & Approvals

Access your workflow by clicking Requests & Approvals. This screen includes:

• Approvals – items awaiting approval
• My Requests – your submitted requests
• Ready to Post – items ready for posting
• Rejected – declined requests
• History – past requests

You can also create a new request directly from this screen.

Time Entries 

Manage all recorded time entries, including reviewing, posting, and creating new entries.

Features:

• List view – display entries in a table
• Calendar view – visualise time across days/weeks
• Export to Excel – download time entries directly
• New Time Entry – add a time entry directly

Views and Filters:

• Click the ellipsis above the view name to create, rename, clone, delete, or disable custom views
• Filters are available by Fee Earner, Client, Matter, or Time Entry details
• Apply filters by selecting options → click Apply to display results 

Use filters and custom views to focus on the exact data you need and save frequently used setups as preferred views.

Resource Centre

Located at the bottom left of the screen, the Resource Centre provides:

• Guided tours
• Knowledge base access
• System announcements

Home Dashboard

Home is the landing page, displaying a role-specific dashboard.

Key features:

• Customise widgets based on permissions
• Actions menu – edit the dashboard layout
• My Dashboard – view another role’s dashboard (if permitted)
• Create new dashboards tailored to your needs

Default dashboards are applied at first login but can be personalised.

Directory

The Directory contains all firm contacts: clients, suppliers, and employees.

Tabs include:

• All – every contact in the database
• Clients / Suppliers / Employees – filter by entity type
• Favourite – contacts you’ve marked as favourites
• Draft - any entities that have a status of draft

Adding a new contact:

• Click Add → select contact type

Viewing contact details

Hover over Name for extra information:

• Client: WIP balance, contact info, client reference
• Supplier: contact info, supplier reference
• Employee: contact info
• Verification Badge: green check mark for verified contacts
• Involvement: relationship with firm, linked matters

Managing columns and filters:

• Click Columns icon to show/hide fields
• Use Add Filter to refine results

States:

• Entities have five states: Draft, Active, On Hold, Closing, Closed
• Filter by State or add the column if not visible

Placing an entity on hold:

• Open the card → Update menu → select Hold
• Reactivate via the same menu → Activate Client/Matter/Supplier

Matters

Manage all matters in the system or select Favourite Matters.

Key sections:

• Active: All open matters
• Filters: Billing Basis, Client Balance, Opened Date
• Pagination: Default 25 per page, adjustable to 100
• Columns: Add/remove or group via Columns icon
• Views: Save changes as a new or preferred view

Click a favourite matter to open its record quickly.

Invoices

Manage invoices by status:

Default Views:

• Active: Draft, pending, approved
• Outstanding: Issued but unpaid
• Closed: Paid
• Credit Notes: Issued for matters

Invoice Overview:

• Unbilled matters → bill directly from the screen
• Invoices awaiting approval or finalisation → review and finalise
• Outstanding/Overdue → email, print, or view via ellipsis

Hyperlinked invoice numbers, matters, and clients allow quick navigation.

Purchases

Manage supplier invoices, purchase orders, and credit notes.

Actions:

• Add Purchase Order → enter required details
• Add Purchase Invoice → includes date and tax options
• Create Template → for recurring invoices
• Apply Template → adjust as needed
• Add Supplier Credit Note → allocate to open invoices

Ellipsis provides additional actions depending on posted transactions.

Banking

View cashbook balances and transactions:

Features:

• Client/Trust and Office cashbook balances
• Last reconciliation date
• Unmatched transactions
• Post transactions, prepare payments, import statements, reconcile

Favourites: Access frequently used cashbooks easily.

General Ledger

Access ledgers including Client/Trust, Office, and others.

Key actions:

• View default ledgers and locked dates
• Add new ledger for a different Chart of Accounts
• Click a ledger to:
  • Lock it
  • Access accounts and roles
  • Add budgets
  • Submit VAT (UK only)
  • Create and post accounts

Reports

Reports are categorised into four areas:

• Financial: Firm’s financial security
• Management: Debtors, creditors, WIP, Fee Earner performance
• Other: Client or matter statements
• Compliance: Accountant/auditor reports

Features:

• Favourites Tab: mark frequently used reports
• Customised Tab: tailor reports, save under a unique name, and share

Settings

Settings are split into three areas:

1. Firm Settings:
   • Accounting, Billing, Employees & Teams, General, Matters, Notifications, Reports
2. Message Quarantine:
   • Review scheduled emails before they are sent
3. Manage Scheduled Tasks:
   • View, edit, disable, run, and see history of statements

Quick Reference Table

Best Practices

• Familiarise yourself with your dashboard and role-specific permissions.
• Use filters and custom views to streamline your workflow.
• Save frequently used views and reports for efficiency.
• Regularly check states (Active, On Hold, Closed) to maintain accurate records.
• Keep your Directory and Matters organised using favourites and filters.
• Use Templates in Purchases to reduce repetitive work.
• Explore the Resource Centre for guided tours and announcements.