Desktop:Operation: Difference between revisions

Revision as of 23:07, 2 December 2024

This resource is designed to guide you through the process of using the ContactsLaw Desktop App effectively. Whether you're looking to add new contacts, create a matter, or explore other features, you'll find clear instructions and helpful tips here.

Contacts

Matters

How to Create Matters

Documents

Billing

Reconciliation

How to Reconcile Accounts

Activities

Quote

How to Create a Quote

Members

How to Manage Members

Workgroup

How to Manage Workgroups

Accounting

@@ Line 4: / Line 4: @@
 == <big>Contacts</big> ==
-* [[Contact|What is a Contact]]
+* [[How-To:Create Contact|How to Create Contacts]]
-* [[How-To:Create Contact|How to Create a New Contact]]
 * [[How-To:Establish Contact Relationships|How to Establish Contact Relationships]]
 == <big>Matters</big> ==
-* [[Matter|What is a Matter]]
+* [[How-To:Create Matter|How to Create Matters]]
-* [[How-To:Create Matter|How to Create a New Matter]]
 == <big>Documents</big> ==
-* [[Document|What is a Document]]
+* [[How-To:Create Document|How to Create Documents]]
-* [[How-To:Create Document|How to Create Document]]
+* [[How-To:Upload Document|How to Upload Documents]]
-* [[How-To:Upload Document|How to Upload Document]]
+* [[How-To:Create Brief Document|How to Create Briefs]]
-* [[How-To:Create Brief Document|How to Create a Brief]]
+* [[How-To:Create Template|How to Create Templates]]
-* [[How-To:Create Template|How to Create a New Template]]
+* [[How-To:Create PDF Template|How to Create PDF Templates]]
-* [[How-To:Create PDF Template|How to Create PDF Template]]
 == <big>Billing</big> ==
-* [[How-To:Create Invoice|How to Create an Invoice]]
+* [[How-To:Create Invoice|How to Create Invoices]]
 * [[How-To:Record Time|How to Record Time]]
+* [[How-To:Aged Debtors|How to View Aged Debtors]]
 == <big>Reconciliation</big> ==
-* [[Reconciliation|What is a Reconciliation]]
+* [[How-To:Create Reconciliation|How to Reconcile Accounts]]
-* [[How-To:Create Reconciliation|How to Create a Reconciliation]]
 == <big>Activities</big> ==
-* [[Activity|What is an Activity]]
+* [[How-To:Start Processes|How to Start Processes]]
-* [[Task|What is a Task]]
+* [[How-To:Create Tasks|How to Create Task Items]]
-* [[How-To:Start Processes|How to Start a Processes]]
+* [[How-To:Create To-Do|How to Create To-Do Items]]
-* [[How-To:Create Tasks|How to Create Tasks]]
+* [[How-To:Set and Schedule an Appointment|How to Schedule Appointments]]
-* [[How-To:Create To-Do|How to Create a New To-Do]]
-* [[How-To:Set and Schedule an Appointment|How to Set and Schedule an Appointment]]
 == <big>Quote</big> ==
@@ Line 40: / Line 35: @@
 == <big>Members</big> ==
-* [[How-To:Add Member|How To Add and Manage Members]]
+* [[How-To:Add Member|How to Manage Members]]
 == <big>Workgroup</big> ==
-* [[How-To:Add and Manage Workgroup|How To Add and Manage Workgroups]]
+* [[How-To:Add and Manage Workgroup|How to Manage Workgroups]]
-== <big>Payment</big> ==
+== <big>Accounting</big> ==
-* [[How-To: Create a General Receipt|How To Create a General Receipt]]
+* [[How-To: Create a General Receipt|How to Record General Receipts]]
-* [[How-To:Record Bank Deposit|How To Record a Bank Deposit]]
+* [[How-To:Record Bank Deposit|How to Record Bank Deposits]]
-* [[How-To:Request Payment|How To Request a Payment]]
+* [[How-To:Request Payment|How to Request Payments]]
-* [[How-To:Authorise Payments|How To Authorise Payments]]
+* [[How-To:Authorise Payments|How to Authorise Payments]]
-* [[How-To:Process Batch Payments|How To Process Batch Payments]]
+* [[How-To:Process Batch Payments|How to Process Batch Payments]]
-* [[How-To:Transfer Funds from Trust to General|How To Transfer Funds from Trust to General]]
+* [[How-To:Transfer Funds from Trust to General|How to Transfer Funds from Trust to Debtors]]
-* [[How-To: Create Creditor Invoice Journal|How To Create Creditor Invoice Journal]]
+* [[How-To: Create Creditor Invoice Journal|How to Create Creditor Invoice Journals]]
-* [[How-To:Creditor Payment|How To Creditor Payment]]
+* [[How-To:Creditor Payment|How to Creditor Payments]]
-* [[How-To:Create Cash Disbursement Payment|How To Create Cash Disbursement Payment]]
+* [[How-To:Create Cash Disbursement Payment|How to Create Cash Disbursement Payments]]
-* [[How-To:Create Non-Cash Disbursement Journal|How To Create Non-Cash Disbursement Journal]]
+* [[How-To:Create Non-Cash Disbursement Journal|How to Create Non-Cash Disbursement Journals]]
-* [[How-To: Create a Debtor Receipt|How To Create a Debtor Receipt]]
+* [[How-To: Create a Debtor Receipt|How to Record Debtor Receipts]]
-* [[How-To: Create a Receipt|How To Create a Receipt]]
+* [[How-To: Transit Money|How to Record Transit Money]]
-* [[How-To: Transit Money|How To Transmit Money]]
 [[Category:Desktop]]