Desktop:Operation: Difference between revisions
No edit summary |
|||
| Line 26: | Line 26: | ||
* [[How-To:External Orders|How to View External Orders]] | * [[How-To:External Orders|How to View External Orders]] | ||
* [[How-To:InfoTrack Integration|How to Order InfoTrack Services]] | * [[How-To:InfoTrack Integration|How to Order InfoTrack Services]] | ||
* [[How-To:Timed Activities|How to Configure Timed Activities]] | |||
== <big>Reconciliation</big> == | == <big>Reconciliation</big> == | ||
Revision as of 15:53, 5 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
Documents
- How to Create Documents
- How to Upload Documents
- How to Create Briefs
- How to Create Document Templates
- How to Create PDF Templates
Billing
- How to Create Invoices
- How to Record Time
- How to View Aged Debtors Report
- How to View Recovery Report
- How to View Sales Report
- How to View Time Report
- How to View External Orders
- How to Order InfoTrack Services
- How to Configure Timed Activities
Reconciliation
Activities
Quote
Members
Workgroup
Accounting
- How to Record General Receipts
- How to Record Bank Deposits
- How to Request Payments
- How to Authorise Payments
- How to Process Batch Payments
- How to Transfer Funds from Trust to Debtors
- How to Record Creditor Journals
- How to Record Creditor Payments
- How to Create Cash Disbursements
- How to Create Non-Cash Disbursements
- How to Record Debtor Receipts
- How to Record Transit Money