Accounts Settings

• Fee Earner Targets
• Setting up the "Accounts" Folder
• Text Templates
• Matter team permissions
• Open Banking (Bank Feeds) Setup

• Firm Settings
• Roles & Permissions
• Message Quarantine
• Managing matter based permissions
• Automatically finalise work items (Accounts)

• Invoice Approval Settings
• How to assign a role to a user
• Notification Templates
• Pre-deployment (system setup)