Desktop:Operation: Difference between revisions
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* [[How-To:Create Invoice|How to Create Invoices]] | * [[How-To:Create Invoice|How to Create Invoices]] | ||
* [[How-To:Record Time|How to Record Time]] | * [[How-To:Record Time|How to Record Time]] | ||
* [[How-To:Aged Debtors|How to View Aged Debtors]] | * [[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 Order External Services]] | |||
== <big>Reconciliation</big> == | == <big>Reconciliation</big> == | ||
Revision as of 23:10, 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
Documents
- How to Create Documents
- How to Upload Documents
- How to Create Briefs
- How to Create 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 Order External Services
Reconciliation
Activities
- How to Start Processes
- How to Create Task Items
- How to Create To-Do Items
- How to Schedule Appointments
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 Create Creditor Invoice Journals
- How to Creditor Payments
- How to Create Cash Disbursement Payments
- How to Create Non-Cash Disbursement Journals
- How to Record Debtor Receipts
- How to Record Transit Money