Migration Manager User ManualAccountingAccounts Setup & SettingsSetup GuideAccounts Setup and Basics - Videos & Process Flows
Migration Manager User Manual
Topics
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Setup Guide 13
- Accounts Conversion
- How to create Bank Accounts
- How to use the Accounts Setup Guide
- How to create Tax Codes
- Matter Type Fees - How to Enter Fees against a Matter Type
- How to Create Fee Codes
- How to Create Disbursement Codes
- How to Create Cost Codes
- How to Customise Accounts Templates
- Accounts Preferences - The 'Accounts' preference tab
- How to set or edit Accounts User Permissions
- How to set the Opening Balances
- Accounts Setup and Basics - Videos & Process Flows
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Account Settings 8
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Templates - Accounts Documents 3
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Time Recording Settings 2
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Trust Accounting Settings 2
Last Updated
Aug 09, 2023
Other Resources
Things to do First
- Installation and Setup
- Getting Started Guide
Working with Files
- Creating and Editing Files
- Emails & SMS
- File Notes
- Letters and Documents
- File Management
- Secure Client Portal
- PDF Questionnaires
- Web Questionnaires
- Forms and eLodge
- Reports
- Webleads
Accounting
- Accounts Setup & Settings
- Using Accounts
Admin, FAQ and Support
- File & Help
- Schedules
- Tools
- FAQ
- Support & Updates & Legal