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How to Guides
- Case Management - Creating Teams
- Purchase Ledger
- How to Post a Bill
- How to Create a Document Register
- Setting up a New Contact
- How do I Uninstall & Re-Install the Outlook Add-In?
- Daily Time Calendar Widget - Time Recording
- Adding a Task Button to my Case Menu
- How to Close & Re-Open a Matter
- Setting up New Clients
- Database Appearance & Grid Scaling
- Batch Postings
- VAT Postings & Submission
- Print a Ledger Card
- Submit a Bill Request
- Stamp Duty Land Tax (SDLT)
- How to Log In To Insight
- How to Write Off Time
- Adding Multiple Clients to a Matter
- Adding Contact Types & Relationships
- Posting Anticipated Disbursements
- Removing a Client from a Matter
- How to Create a Phase
- Adding a Bank
- How to Time Record when not in a Matter
- Manual Backup
- Veriphy - ID/AML
- How to Use Recurring Postings
- How to Amend or Delete Time Entries
- Adding a New Financial Year & Unlocking a Period