Conflict Search

Verify client/matter and G/L balances report

Overview of Clients and Matters

Client and matter numbering

Entering opening balances for clients and matters

Create Client Prebills and Bills

How to enter time and fees

How to print client listing report

How to print file room listing report

How to print client summary report

How to print matter summary report

How to print closed listing report

How to print client activity report

How to write off a time entry

How to transfer time entries

How to print cleared cheque register report

Adding a new client or matter

Client Trust Transfer Reports

How to edit, close and delete a client

How to reverse a time entry