Network and hardware failure can cause data corruption in any firm, regardless of preventative measures. Auto-Recovery helps provide peace of mind when faced with these issues. Read More...
Finding that perfect report can be so satisfying! When it comes to tracking your clients’ billing and payment history, the Client Ledger Report has it all! Read More...
Is there a way to see a list of matters with Task Based Billing enabled? Read More...
We needed to update information for a few of our contacts. However, the person making the changes created new contacts instead of updating the existing ones. Is there an easy way for me to clean up the duplicate contacts? Read More...
A new employee selected the wrong bank account for a new trust account. Is there an easy way to fix this, now that trust transactions have been entered? Read More...
Our partner wants to see specific aging periods on the Aged Unpaid Invoice Report. How can we change what periods are shown? Read More...
We are changing our firm's fiscal year from the standard calendar year to one that ends in October. How do we update General Ledger to reflect this change? Read More...
