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Guides

Technical Documentation

Release Notes
Technical Documentation
Client Services
- Supporting Your Practice

Integration

BPAY
- Setting up BPAY
DEFT
- Setting up DEFT Payment Systems

Guides - Cashiers & Bookkeeping

Accounting Reports
Prepare Bank Deposits
- Bank Deposits
- Trust Banking
Bank Reconciliations
Client / Trust Payments & Receipts
Disbursements & Cost Recoveries
General Ledger
Invoicing
Office Payments & Receipts
Payment & Receipt Requisitions
Suppliers & Purchases
Statements
- Statements
Work Items
Deposit Accounts/CMA/Investment
- Controlled Money / Investment Accounts
Register of Power and Estates
- Register of Powers and Estates
Client Interest
- Client Account Interest Calculator
Paying PEXA Disbursements from Client/Trust
- Paying PEXA Disbursements from Trust
Protected Funds
- Protected Funds
Billing Rates
- Assigning Billing Rate Sets
- Billing Rates

Webinars

Feature Webinars

How To's & FAQs

How To's
FAQs

Learning

Module 1: Trust Accounting
Module 2: Office Accounting
Module 3: Disbursements
Module 4: Purchases
Module 5: Invoicing
Module 6: Requisitions

Guides - Fee Earners & Support

General

Guides - System Administration & Set Up

System Set Up
Entities
- Changing Entities - Establishing a New Business
Accounts Settings

Smokeball

Home Guides Technical Documentation

Technical Documentation

Security - Amazon Web Services
Load on Demand (LOD) Implementation
Security FAQs - Evolve Hosted Services
Login Changes
Sign in with Microsoft: Setting Up and Using Single Sign-On (SSO)

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