Overview Firm Statement Preferences control how client/trust and matter statements are generated, formatted, and delivered within the system. These settings help ensure financial statements are p...
Overview The Client / Trust Account Statement feature allows firms to automatically generate and send trust account statements to clients or produce them manually on an ad-hoc basis. Statements...
Overview Efimis allows users to customise, save, share and schedule reports to improve efficiency, consistency and automation in financial, operational and compliance reporting. This guide expl...
Overview Custom fields let you record additional information that is not captured by Efimis’ standard fields. You can add custom fields to Clients, Matters and Invoices. In selected management re...