Overview

This guide provides an overview of the Firm Settings categories within Efimis.

Each category contains configurable options that allow firms to tailor the system to their operational and financial requirements.

Firm Settings are typically configured during onboarding. Any changes should be reviewed with your Accountant or system administrator before updating.

Only users with the appropriate administrator permissions can access and modify Firm Settings.

Accessing Firm Settings

To access Firm Settings:

• Navigate to Settings
• Select Firm Settings

You can locate settings in two ways:

• Use the left-hand menu to browse categories
• Use the Search Settings bar to quickly find specific options

Firm Setting Categories

Accounting 

The Accounting category controls the core financial setup of the system.

The following items represent key components, but this is not a complete list. 

Includes:

• Accounting methods
• Cost centres/Tags
• Budget sets
• Disbursement codes
• Payment methods
• Financial years and periods
• Posting templates
• Activity types
• Client Interest Rate Sets

Key Purpose: Supports accurate financial tracking, reporting, and consistency across accounting processes.

Learn more in Accounting Settings   

Billing

The Billing category defines how invoicing and billing operate.

Includes:

• Invoice approval settings
• Billing defaults and payment terms
• Time recording units
• Billing structures (grades, plans, rates)
• Payment Service Provider

Key Purpose: Ensures consistency and efficiency in how services are priced and invoiced.

Learn more in Billing Settings    

Employees & Teams 

The Employee & Teams category manages how users are structured within the system.

Includes:

• Roles and permissions
• Job titles
• Teams
• Fee targets

Key Purpose: Supports organisational structure and performance tracking.

Learn more in Employees & Team Settings    

General  

The General category contains system-wide configuration settings.

Includes:

• Branches 
• Custom fields (e.g. matter-level fields)
• Firm sequence numbers
• Text Templates
• Titles

Key Purpose: Defines core structural settings used across the system.

Learn more in General Settings    

Matters

The Matters category contains system-wide matter configuration settings.

Includes:

• Matter Types

Key Purpose: Defines matter types used across the system.

Notification

The Notification category controls how system alerts and messages are delivered. 

Key Purpose: Manages communication settings and system-generated notifications.

Learn more in Notification Settings    

Reports

The Reports category manages reporting configuration and outputs.

Includes:

• Client statement settings
• Report templates
• BPAY Biller Code
• Macquarie DEFT settings

Key Purpose: Controls the generation and delivery of key financial and client reports.

Learn more in Report Settings    

Best Practices

To ensure your system remains stable, accurate and consistent:

• Review settings before making changes
• Confirm updates with your Accountant where required
• Maintain consistent configuration across categories
• Ensure settings align with your firm’s processes

Correct configuration supports:

• Accurate reporting
• Consistent transaction recording
• Improved operational efficiency