Setting Up Firm Statement Preferences
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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...
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Client/Trust Account Statements: Configuration and Scheduling Guide
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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...
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Saving, Scheduling & Sharing Custom Reports
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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...
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