Creating Text Templates
Overview Text templates automatically populate narration in various sections of the system, saving time and ensuring consistent wording. Templates can be used for: Client/Trust Payments and R...
Welcome & Setup
14 articles
Custom Fields
Overview This guide covers the process of setting up and updating a custom field on a matter, contact or invoice. Custom fields enable Firms to add custom defined fields on the client, matter or ...
Setting Up Branches
Overview Branches are used to separate and report on different business units or office locations. They allow firms to segment matter ownership and financial reporting, making them particularly u...
System Requirements
Efimis is an interactive web application. The web pages you visit are a mix of static and interactive content. Web applications depend on a reliable broadband connection with bandwidth suitable f...
How to re-install
Re-installing can fix a number of different issues. To re-install, please follow the steps below. Note 1. You may be prompted to log back in after the re-installation, so make sure you know y...
Creating Budget Sets
Overview Budget Sets allow firms to plan, manage, and monitor expected income and expenses over a defined period. They form the foundation of financial forecasting, and management reporting. A B...
Setting Up Financial Years & Periods
Overview Financial Years and Periods define the accounting periods relevant to your region. These settings are used throughout the system and will appear as filters across various accounting and ...
Setting up Payment Methods
Overview Payment methods define how payments are received and processed within the system. They allow firms to manage different payment channels such as cash, EFT, credit card etc. Setting up Pa...
Creating Posting Templates
Overview Posting Templates allow you to save and reuse commonly used transaction setups, improving efficiency and consistency when entering financial data. Templates can be created and applied a...
Creating/Editing Activities
Overview Activities define the type of work being performed on a matter. They are used to categorise time entries and itemised work, ensuring accurate billing, reporting, and application of activ...
General Navigation
Overview This guide is designed to help users navigate and use the system effectively. Please Note: Not all tabs are available to every user, as access is permission-based. If you have full ...
Dashboards, Saving Customised Views and Full Screen Matter Cards
Overview In this guide we provide an overview of the Dashboards available and explain what each widget displays and how they may be customisable. We also provide instructions on how you can save...
Custom Views and Filters
Overview Views can be customised on several screens including most of the listing screens. This allows you to save your preferred views and set the default view you prefer. Filters and columns...
Setting up new users
Overview Setting up a new user in Efimis requires following a series of steps across both the Desktop application and Billing system to ensure proper access and permissions. Under no circumstanc...