We wrote off an amount for a client that contained fees, costs, and tax amounts. How can we see how the write off applied? Read More...
We've been reviewing our billing categories and noticed that a few of them are redundant. Is there a way to combine these categories and their associated matters? Read More...
Can I add explanatory notes to my fees that will be shown on draft statements but not final statements? Read More...
We are starting to use the Email Statements feature but want to protect our client's sensitive information. Is there a way to add more security to the statements that are sent? Read More...
Is there an easy way to provide a discount to a client without directly adjusting my fees or entering a credit? Read More...
I'd like to see a list of the top 20 clients for hours worked in 2022. Is there a report for that? Read More...
We have some clients with multiple matters that pay with a credit card. Can we apply a single electronic payment to multiple matters or statements for a client? Read More...
Is there a way to force the descriptions for all transactions on our statements to display in uppercase text? Read More...
