Activity Codes

• Activity Codes

AP Accounts

• A/P Accounts Overview
• Create, Edit or Delete an A/P Account
• Find an A/P Account

Bank Accounts

• Bank Accounts Overview
• Create, Edit or Delete Bank Accounts
• Trust Overview
• Find Bank Accounts
• Change Default Bank Account
• View Checkbook

• Reconciling a Bank Account

Chart of Accounts

• Chart of Accounts Overview
• Search for an Account in the Chart of Accounts
• Chart of Accounts Quick Lesson
• Chart of Accounts Advanced Topics
• Sub Accounts Tab
• Set Retained Earnings

• Year End

Clients

• Quick Navigation
• Clients Overview
• Billing Address
• Create a Client
• Edit a Client
• Delete a Client

Expense Codes

• Expense Codes

Expense Cross-Reference (Xref)

• Expense Code Xref

Expense Schedules

• Expense Schedules Overview
• Create, Edit or Delete an Expense Schedule
• Find Expense Schedules

Fee Schedules

• Fee Schedules Overview
• Create a Fee Schedule
• Edit a Fee Schedule
• Delete a Fee Schedule
• Find Fee Schedules
• Retroactive Rate Change

Financial Statement Layout

• Financial Statements Overview
• Find Financial Statement Layouts
• Create a Financial Statement Layout
• Importing/Exporting Financial Statements
• ACCOUNT Property
• BSNI Property

Holidays

• Holidays Schedules

Matters

• Matters Overview
• Matter Budgets
• Create a Matter
• Edit a Matter
• Delete a Matter

Offices

• Offices

Personnel Types

• Personnel Types

Practice Classes

• Practice Classes

Task Codes

• Task Codes

Task Code Xref

• Task Code Xref

Text Codes

• Text Codes

Timekeepers

• Timekeepers
• Find Timekeepers
• Set Budget Assumptions

Vendors

• Vendor Management
• Find Vendors
• Create a Vendor
• Edit an Existing Vendor
• Delete a Vendor
• Temporary Vendor Overview

Note Cards

• Note Cards