Frequently Asked Questions

"How Do I..."

How do I create a new Entity?	How do I create a new Client?
How do I open a new Matter?	How do I create a new User?
How do I consolidate multiple entities?	How do I perform a Conflict Search?
How do I delete unposted time?	How do I write off unbilled disbursements?
How do I write off unbilled posted time?	How do I close a file?
How do I add new Provinces to the system?	How do I add new Rate Types to the system?
How do I run the Year End?	How does the Automatic Disbursement Capture process work?
How do I create Provisional Disbursements?	How do I reverse a Preconversion Bill?
How do I add a Bill Entity to a Matter?	How do I change or add an address?
How do I change a Timekeeper on Docketed Time?	How do I create new Vendors?
How do I create Percentage Split Matter Bills?	How do I print multiple Prebills?
How do I post a Trust Transfer Requisition?	What is the difference between Date and Account Month/Year in reports?
How do I run reports in different formats?	How does Task Billing work?
How are Transaction Levy Surcharges setup?	What is the process for Trust Transfers?