22 articles
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...
Overview Custom Fields allow your firm to capture additional information that is not available in the system’s standard fields. They can be applied to: Matters Contacts (Clients/Entities) In...
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...
Overview The Firm Selection screen has been enhanced to improve usability where users have access to multiple firms and invitations. Improvements include: Search functionality Tabbed navigati...
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...
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...
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...
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 ...
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...
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...
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...
Overview This guide is designed to help new users navigate and use the system effectively. Not all tabs are available to every user, as access is permission-based. If you have full permissions ...
Overview This guide provides an overview of the Dashboards, explaining: What each widget displays How widgets can be customised How to configure Performance widgets How to save your preferre...
Overview Custom Views allow you to tailor how information is displayed across the system, making it easier to find and work with the data you need. You can: Save your preferred views. Set a ...
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...
Overview This guide provides an overview of the Firm Settings categories within Efimis. Each category contains configurable options that allow firms to tailor the system to their operational and...
Overview This guide defines each sub-setting within the Accounting Firm Settings in Efimis. As outlined in the Firm Settings Overview, the accounting category focuses on foundational financial c...
Overview This category controls firm-wide billing behaviour and time recording standards. It defines how invoices are issued, approved, timed, and priced across the system. Billing Settings I...
Overview The Employees & Teams category controls how staff are structured within the system. It defines job roles, access levels, team structure, and performance tracking, supporting clear r...
Overview This Guides defines each sub-setting within the General category within the firm settings. This category includes system-wide configuration settings, such as branches, custom fields, seq...
Overview The Notification category controls how system communications are configured across Efimis. It governs: Email defaults Message quarantine (email delay control) Notification preferenc...
Overview The Reports category defines how financial and client reporting is configured across Efimis. It includes settings for: Payment integrations (BPAY, DEFT) Controlled Money reporting (C...