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Knowledge base
Help Documents (10)
KB docs
Accounting (8)
Accessing Financial Reports
Adjusting GST or HST Payable
Reconciling Accounts Payable (AP)
View all 8
Banking (4)
Bank Reconciliation in Legal Accounting
Banking FAQ
Troubleshooting Bank Reconciliation
View all 4
Billing (9)
Adding an Interest Charge on an Invoice
Adjusting an Invoice
Creating an Electronic Bill (eBill)
View all 9
Contacts and Files (6)
Completing a Conflict Search
Creating a Contact
Creating a File
View all 6
Data Entry (8)
Creating Operating In Transactions
Creating Operating Out Transactions
Creating Trust Transactions
View all 8
Reporting (2)
Creating a Dormant Trust Report
Understanding Billing Realization Reports
Bell Icon, Dashboard, Profile and Firm Name (2)
Accessing the Dashboard
Managing Profile Settings
Technical Solutions (2)
Cash Validate Utility
File Validate Utility
FAQ (9)
Add Entry FAQ
Admin FAQ
Billing FAQ
View all 9
User Guide Documents (1)
Creating 9A and 9C Forms