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How to Guides
- FormEvo - Legal Forms
- How to use the Transaction Grid
- Post Year End Journals
- Accounts - How to Post a Credit Note
- Update the Document Register
- Posting Descriptions
- Setting Up Time Recording Charge Out Values
- Setting up and Sending Portal Forms
- How to Use the Favourites Widget
- Client Interest Schemes
- Nominal Postings
- How to Time Record from a Matter
- How to Use the Matter File Preview
- Adding a VAT Rate
- Adding Percentage Warnings for WIP Limit and Cost Quote
- Form Layout and Hidden Tabs
- Time Recording Rates & Activities
- How to Install the Outlook Add-in
- How to Set up your Email Signature
- Creating a Matter Task
- Using a Task to import an Excel Template to a Matter
- Time Record using the Time Sheet
- How to Redact Data
- Period End Routines - Month End & Year End
- Revert to a Previous Bank Reconciliation Screen
- Bank Reconcilliation
- Setting up a New Matter
- Adding a Nominal Range
- Auto Archive Numbering
- Address & Communication Types