Migration Manager User Manual
Topics
-
Client/Trust Account 11
- Request a Deposit
- Receipt a Deposit
- How to Receipt a Deposit against 1 or more Matters - without opening the Matter
- How to do a Bank Deposit for Cash/Cheque received into the Client/Trust Account
- Refund money from Client/Trust Account
- Using BPAY - Adding BPAY information to Deposit Requests
- How to Protect Trust / Client Funds
- How to release Protected Funds
- Processing a Client Journal Transfer
- Making a Client Fund Receipt from a Deposit Request
- Viewing, Editing, Deleting or Receipting existing Deposit Requests
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Fees & Disbursements 3
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Operating Account 12
- Generate an Invoice for Work Completed
- How to Finalise a Draft Invoice
- How to Print an Invoice using different Templates
- Pay an Invoice - Transfer from the Client/Trust Account
- Pay an Invoice - Office Receipts
- Pay Multiple Invoices - How to perform multiple Client/Trust Transfers at Once
- How to Prepare an End of Matter Statement of Services
- How to Correct a Mistake on a finalised Invoice (unpaid) - How to reverse an unpaid Invoice
- How to Correct a Mistake on a paid Invoice - How to reverse a paid Invoice
- How to Adjust or Discount an Invoice
- Using BPAY - Adding BPAY information to Invoices
- How to apply a credit to an Invoice
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Operating Account - Export to Xero 4
-
Reports - Accounts 1
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