Desktop:Operation: Difference between revisions

Latest revision as of 11:36, 12 March 2025

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

Calendar

Workflow

How to Create Processes

Quote

How to Create Quotes

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: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: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:Brief|How to Create Briefs]]
-* [[How-To:Create Brief Document|How to Create a Brief]]
+* [[How-To:Document Template|How to Create Document Templates]]
-* [[How-To:Create Template|How to Create a New Template]]
+* [[How-To: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:Invoice|How to Create Invoices]]
 * [[How-To:Record Time|How to Record Time]]
+* [[How-To:Aged Debtors|How to View Aged Debtors Report]]
+* [[How-To:Recovery|How to View Recovery Report]]
+* [[How-To:Sales|How to View Sales Report]]
+* [[How-To:Time|How to View Time Report]]
+* [[How-To:External Orders|How to View External Orders]]
+* [[How-To:InfoTrack Integration|How to Order InfoTrack Services]]
+* [[How-To:Timed Activities|How to Configure Timed Activities]]
 == <big>Reconciliation</big> ==
-* [[Reconciliation|What is a Reconciliation]]
+* [[How-To:Reconciliation|How to Reconcile Accounts]]
-* [[How-To:Create Reconciliation|How to Create a Reconciliation]]
-== <big>Activities</big> ==
+== Calendar ==
-* [[Activity|What is an Activity]]
-* [[Task|What is a Task]]
+*[[How-To:Task|How to Create Tasks]]
-* [[How-To:Start Processes|How to Start a Processes]]
+* [[How-To:To-Do|How to Create To-Do Items]]
-* [[How-To:Create Tasks|How to Create Tasks]]
+* [[How-To: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>Workflow</big> ==
+* [[How-To:Process|How to Create Processes]]
 == <big>Quote</big> ==
-* [[How-To:Create Quote|How to Create a Quote]]
+* [[How-To:Quote|How to Create Quotes]]
 == <big>Members</big> ==
-* [[How-To:Add Member|How To Add and Manage Members]]
+* [[How-To:Member|How to Manage Members]]
 == <big>Workgroup</big> ==
-* [[How-To:Add and Manage Workgroup|How To Add and Manage Workgroups]]
+* [[How-To:Workgroup|How to Manage Workgroups]]
+== <big>Accounting</big> ==
+* [[How-To:General Receipt|How to Record General Receipts]]
+* [[How-To:Bank Deposit|How to Record Bank Deposits]]
+* [[How-To:Request Payment|How to Request Payments]]
+* [[How-To:Authorise Payment|How to Authorise Payments]]
+* [[How-To:Batch Payment|How to Process Batch Payments]]
+* [[How-To:Trust to Debtors Transfer|How to Transfer Funds from Trust to Debtors]]
+* [[How-To:Creditor Invoice|How to Record Creditor Journals]]
+* [[How-To:Creditor Payment|How to Record Creditor Payments]]
+* [[How-To:Disbursement Payment|How to Create Cash Disbursements]]
+* [[How-To:Disbursement Journal|How to Create Non-Cash Disbursements]]
+* [[How-To:Debtor Receipt|How to Record Debtor Receipts]]
+* [[How-To:Transit Money|How to Record Transit Money]]
 [[Category:Desktop]]