EFIMIS

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Guides

Knowledge Base

Safe Custody
- Safe Custody
Reports
- Reports
- How to stop reports opening in Protected View - EvolveGo
Settings
Chrome Extension
- Chrome Extension

Precedents & Automation

Precedents
Document Automation

Technical Documentation

Release Notes
Technical Documentation
Client Services
- Supporting Your Practice

Communicate

Communicate

Getting Started

Getting Started

Integration

Zoom Integration
- Setting up a Zoom account
- Authorising your Zoom Integration
InfoTrack
- Insert Electronic Signatures with Infotrack: DocuSign
EvolveGo Mobile
- The EvolveGo Mobile App

Guides

General
Accounting Reports
Accounts Settings
Banking
Bank Reconciliations
Client / Trust Payments & Receipts
Disbursements & Cost Recoveries
Entities
- Changing Entities in EvolveGo
General Ledger
Invoicing
Office Payments & Receipts
Receipt & Payment Requisitions
Suppliers & Purchases
Statements
- Statements
Work Items
Workflows
- Creating Workflows

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

Home Guides Learning

Module 1: Trust Accounting

Trust Receipts
Trust Payments
Matter to Matter Transfers
Trust to Office Transfers
Trust to Office Transfers from the Matter
Creating Controlled Money and Investment Accounts
Controlled Money Transactions
Statutory Deposits

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