Setting Up Firm Statement Preferences
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...
Report Settings
3 articles
Client/Trust Account Statements: Configuration and Scheduling Guide
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...
Saving and Scheduling Custom Reports
Reports can be scheduled to be sent out automatically. Follow these steps to schedule your custom reports: 1. Go to the report you wish to run, amend any columns or filters and click on th...