Webinar: Debtor Management
Webinar Overview In this webinar, We will find out how to use Invoice tab from Navigation menu and email clients for overdue invoices, add comment for internal reminders ,schedule reports. T...
Feature Webinars
19 articles
Webinar: Archie
Webinar Overview In this webinar, we will take you through Archie, EvolveGo’s AI assistant. We will demonstrate ways that Archie can be used within matters as well as accessing the prompt library...
Webinar:Bank Reconciliations and Bank Feeds
Webinar Overview In this webinar, we will be introducting new banking features such as Bank Feeds and a new Bank Reconciliation screen for matching entries. Join us for this comprehensive traini...
Webinar: Intro to Precedents
Webinar Overview In this webinar, we will walk you through the fundamentals of setting up Precedents in EvolveGo. We will demonstrate document containers, using existing precedents and creating c...
Webinar: End of Financial Year Process
Webinar Overview In this webinar, we will walk you through End of Financial Year Process, including Closing financial year and locking journals. This webinar covers: Review Pre adjusted Tri...
Webinar: Contact Management Best Practices
Webinar Overview In this webinar, we will explore the full functionality of Contact management and share best practices for managing your contacts. This webinar covers: Managing Contacts ...
Webinar: Working with Anticipated Disbursements
Webinar Overview This informative webinar will walk you through the entire process of creating and managing Anticipated Disbursements, covering topics such as using requisitions and generating pu...
Webinar: Managing Purchases
Webinar Overview In this webinar, we cover creating and managing supplier invoices and payments. This includes the processing of credit notes and supplier credits. This training session cover...
Webinar:Precedents Webinar Series Part 2 of 2 - Custom Firm Precedents
Webinar Overview In this webinar, we continue with our series on Precedents. This webinar demonstrates how to create custom firm precedents and showcases the available field options. This web...
InfoTrack Partner Webinar: How integration empowers you to level-up your business
Webinar Overview In this webinar, presented by Geoff Dowling (Channel Partner Manager, InfoTrack), we take a look at how utilising InfoTrack's suite of services via our integration enables you to...
Webinar: Streamlining Document Workflows with PaperCut and EvolveGo
Webinar Overview In this webinar, presented by Jessie Parker (Director Sales & Marketing, Taco Technologies), we explore how document workflows can be streamlined when integrating the PaperCut se...
Webinar:Precedents Webinar Series Part 1 of 2 - Document Containers & Precedent Profiles
Webinar Overview In this webinar, we showcase how to create and use document containers. We also demonstrate how to subscribe to your desired precedent profiles and use these in conjunction with ...
Webinar: Fee Earner Performance Reporting
Webinar Overview Be across the performance of your Fee Earners with EvolveGo’s powerful Fee Earner reporting tools. In this webinar we guide you through key performance reports and customisation...
Webinar: Timesheet Fundamentals
Webinar Overview In this webinar, we go back to the basics for all you need to know about managing your timesheets, including utilising EvolveGo’s AI functionality. This webinar is suitable for a...
Webinar: Productivity Tools Series - Part 2
Webinar Overview In this webinar, we do a deep dive into all the matter configuration options available within EvolveGo, and highlight the reporting, automation, and data consistency advantages t...
Webinar: Productivity Tools Webinar Series Part 1
Webinar Overview In part 1 of our Productivity Tools Webinar Series, we provide an in depth look at Workflows, and demonstrate the productivity gains that can be achieved by using Workflows to au...
Webinar: Financial Reporting
Webinar Overview In this webinar we will guide you through available financial reporting available including the Profit & Loss and Balance Sheet reports. Learn how to use the filters and customi...
Webinar: Activity Intelligence
Webinar Overview In this webinar we provide an overview of the Activity Intelligence function in EvolveGo. We look at what ‘Activities’ are, and how to use the Activity Intelligence to supplemen...
Webinar: Dashboards in EvolveGo
Webinar Overview In this webinar we provide an overview of EvolveGo’s improved dashboards. EvolveGo’s interactive default dashboards provide an invaluable overview and tool to help manage your d...