Invoicing & Trust Accounting

Invoicing Settings

• Set Up Your Xero Integration
• Set Up Your MYOB Integration

Trust Accounting

• Reverse a Trust Transaction
• Re-printing a Trust Receipt
• Reconciling prior month transaction
• Completing your Trust Bank Reconciliation
• Proof of Trust Payment
• Payment Entering a Trust Payment

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Invoicing

• Payment Plans
• Reverse a Payment
• Proof of Payment of Invoice
• Pay an Invoice from Trust Funds
• Pay an Invoice
• Online Credit Card Payments February 2022

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Time & Expenses

• Set Up Time & Expenses
• Set Up Default Hourly Rate
• Fixed Fee Billing
• Enter a Fee Time or Expense Entry on a Matter

AutoTime

• Auto:Time