What can we help you find?
Help Topics
Getting Started
2 ArticlesArticles to get you up and running, quick and easy.
Billing and Collections
3 ArticlesInstructions on how to bill clients and reconcile received payments.
Case Management
10 ArticlesManaging cases and all relevant information pertaining to case files.
- Add and Mange Case Notes
- Add and Manage Case Payers
- Add and Manage Case Contacts
- Transfer Home Branch
- Create and Manage Case Files
Bookkeeping and Accounting
6 ArticlesLearn how to track income and expenses, and maintain accurate financial records.
- Chart of Accounts
- List Sales Tax
- Add and Manage Suppliers
- Add and Manage Products & Services
- Add and Manage Payment Methods
Organization and Team
3 ArticlesArticles on managing your organization, including users, locations, and localization settings.
