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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 Guides - Cashiers & Bookkeeping

Invoicing

Managing Invoices
Creating and editing an Invoice
Split Invoicing
How do I apply Credit Notes or Client Funds to an Invoice or Disbursement?
Automatic Invoice Credit Notes (UK only)
How to Approve an Invoice using the "Approve all invoices" Role when you are not the approver
Invoice Approvals

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