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Knowledge Base
Technical Documentation
  • Release Notes
    • 2025 Release Notes
    • 2023 Release Notes
    • 2024 Release Notes
  • 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)
  • Client Services
    • Supporting Your Practice
Integration
  • Zoom Integration
    • Setting up a Zoom account
  • InfoTrack
    • Insert Electronic Signatures with Infotrack: DocuSign
  • BPAY
    • Setting up BPAY
  • DEFT
    • Setting up DEFT Payment Systems
Guides
  • General
    • Dashboards, Saving Customised Views and Full Screen Matter Cards
    • Close and archive a matter
    • Enhancements to Navigation Menu - From 19 April 2023
    • Updating user's roles
    • Saving and Scheduling Custom Reports
    • Custom Fields
    • General Navigation
    • System Requirements
    • How to re-install
  • Accounting Reports
    • Client/Trust Reporting - Dormant Client/Trust
    • Cost Centres
    • Period Date Reporting
    • VAT Return
    • Which reports should match? - DRAFT
    • Fee Earner Performance Reporting
    • Eve AI
    • Use Eve AI to draft an Invoice, Account Summary and Pre Bill Report
  • Accounts Settings
    • Fee Earner Targets
    • Firm Settings
    • Invoice Approval Settings
    • Setting up the "Accounts" Folder
    • Roles & Permissions
    • How to assign a role to a user
    • How to change the Default Bank Account
    • Text Templates
    • Message Quarantine
    • Notification Templates
    • Matter team permissions - Accounts Side
    • Managing matter based permissions (Accounting Side)
    • Pre-deployment (system setup)
  • Banking
    • How do I create a new bank account?
    • Bank Deposits
    • Open Banking (Bank Feeds) Setup
  • Bank Reconciliations
    • Bank File Import
    • How to check for unreconciled payments
    • Bank Reconciliation
  • Client / Trust Payments & Receipts
    • Trust Banking
    • Protected Funds
    • Client/Trust Payments
    • Client/Trust Receipts
    • Client/Trust Matter to Matter Transfers
    • Controlled Money / Investment Accounts
    • Paying Disbursements from Client/Trust Funds
    • Reversing a Client/Trust Receipt
    • Reversing a Client/Trust Payment
    • Reversing Client/Trust Transfers
    • Client/Trust to Office Transfers
    • Client Account Interest Calculator
    • Paying PEXA Disbursements from Trust
    • Register of Powers and Estates
    • Reversing a Client/Trust Receipt
    • Reversing a Client/Trust Payment
  • Disbursements & Cost Recoveries
    • Disbursement Codes
    • Create Disbursements and Cost Recoveries
    • General Ledger Disbursements
    • Transfer Disbursements
    • Transfer Cost Recoveries
    • Cancelling Disbursements
    • Export Disbursements
  • Entities
    • Changing Entities - Establishing a New Business
  • General Ledger
    • Lock/Unlock an Account
    • End of Financial Year Closing
    • How to Delete a General Ledger Account
  • Invoicing
    • Managing Invoices
    • Invoice Reports
    • 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
  • Office Payments & Receipts
    • Office Payments
    • Preparing Payments - ABA Files (AU Only)
    • Prepare Payments - Cheque Printing
    • Office Receipts
    • Posting a General Journal
    • Cancelling Stale or Unpresented Cheques
    • Reversing an Office Journal Transaction
    • Journal Templates
    • Reversing Office Receipts
    • Reversing Office Payments
    • Office Matter to Matter Transfers
  • Receipt & Payment Requisitions
    • Creating a Requisition
    • Attachments to Transactions
    • Receipt Requests
    • Requisition Approvals
    • Posting a Transaction from an Approved Requisition
  • Suppliers & Purchases
    • Create and Manage Suppliers
    • Recording a Purchase
    • Recording a Supplier Credit Note
    • Paying Purchases
    • Supplier Verification
    • How to Unfinalise a Purchase
  • Statements
    • Statements
  • Work Items
    • Automatically finalise work items (Accounts)
    • Duplicate/Clone Work Item
    • Assigning Billing Rate Sets
    • Move Work Items in Bulk
    • Custom Views and Filters
    • Create, Edit and Write Off Work Items
    • Custom Work Item Units & Duration Reporting
    • Billing Rates
  • Smokeball
    • Default Document Folders
    • Conflict Check
    • Managing Calendars and Events
    • Activity Intelligence
    • Managing Leads
    • Creating a Matter
    • Converting a Matter Type
    • Matter Listing
    • Create and Manage Contacts
    • Managing contacts on the Matter Card
    • Automation Settings
    • Timesheets and Cost Recoveries
    • Firm Insights
    • Set Fee Estimate on a Matter
    • Matter Settings
    • Reminder Alerts
    • Fixed Fee Matters
    • Set up automatic matter numbering
    • Create a new Matter
    • Set up matter templates
    • Mark a document as a favourite
    • How to recover a lost document
    • Introduction of Supervisor Role
    • Notification Centre
    • Logging into Billing
    • Setting to Two Factor Authentication (2FA)
    • Document Searching
    • Intake Forms
    • Home Screen: Action Bar
    • Organise and Filter Matters
Webinars
  • Feature Webinars
    • Webinar: Debtor Management
    • Webinar: Archie
    • Webinar:Bank Reconciliations and Bank Feeds
    • Webinar: Intro to Precedents
    • Webinar: End of Financial Year Process
    • Webinar: Contact Management Best Practices
    • Webinar: Working with Anticipated Disbursements
    • Webinar: Managing Purchases
    • Webinar:Precedents Webinar Series Part 2 of 2 - Custom Firm Precedents
    • InfoTrack Partner Webinar: How integration empowers you to level-up your business
    • Webinar: Streamlining Document Workflows with PaperCut and EvolveGo
    • Webinar:Precedents Webinar Series Part 1 of 2 - Document Containers & Precedent Profiles
    • Webinar: Fee Earner Performance Reporting
    • Webinar: Timesheet Fundamentals
    • Webinar: Productivity Tools Series - Part 2
    • Webinar: Productivity Tools Webinar Series Part 1
    • Webinar: Financial Reporting
    • Webinar: Activity Intelligence
    • Webinar: Dashboards in EvolveGo
How To's & FAQs
  • How To's
    • How To: Verify BPAY CRN Check Digit (MOD10V01)
    • How To: Create a New Account in the Office Journal
    • How To: Create and Allocate Supplier Prepayments
    • How To: Record Transit Money
    • How To: Clear Browser Cache and Cookies
    • How To: Reconcile the Aged Disbursements Report with the Balance Sheet
  • FAQs
    • FAQ: When I log in, it says I'm not associated with an Organisation?
    • FAQ: Can I show WIP on my Balance Sheet?
    • FAQ: Why don't the Work Item Listing and Performance Reports match?
    • FAQ: How do I reprint a Bank Reconciliation?
    • FAQ: What are the definitions for the different date fields?
    • FAQ: How Can I Report on Data from Before the Migration
    • FAQ: How Do I Credit a Migrated Invoice?
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
  • Module 2: Office Accounting
    • Office Receipts – via Matter & Invoice
    • Office Receipts – via Global Accountant Dashboard
    • Office Payments – via Matter
    • Office Payments – via Global Accountant Dashboard
    • Bank Deposits
    • Preparing Payments
    • Bank Reconciliations
    • Creating Office Journals
  • Module 3: Disbursements
    • Disbursements – What are they?
    • Recording Disbursements
    • Disbursements – Cost Recoveries
  • Module 4: Purchases
    • Creating Purchases
    • Purchase Orders
    • Paying Purchases
    • Purchase Credit Notes
  • Module 5: Invoicing
    • Creating an Invoice
    • Amending Invoices
    • Managing Invoices
  • Module 6: Requisitions
    • Payment Requisitions
    • Purchase Requisitions
    • Approving Requisitions
Home Guides Guides

Smokeball

  • Default Document Folders
  • Activity Intelligence
  • Converting a Matter Type
  • Managing contacts on the Matter Card
  • Firm Insights
  • Reminder Alerts
  • Create a new Matter
  • How to recover a lost document
  • Logging into Billing
  • Intake Forms
  • Conflict Check
  • Managing Leads
  • Matter Listing
  • Automation Settings
  • Set Fee Estimate on a Matter
  • Fixed Fee Matters
  • Set up matter templates
  • Introduction of Supervisor Role
  • Setting to Two Factor Authentication (2FA)
  • Home Screen: Action Bar
  • Managing Calendars and Events
  • Creating a Matter
  • Create and Manage Contacts
  • Timesheets and Cost Recoveries
  • Matter Settings
  • Set up automatic matter numbering
  • Mark a document as a favourite
  • Notification Centre
  • Document Searching
  • Organise and Filter Matters
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