What is the Client Inactivity Report, and why should you use it? The Client Inactivity Report can be used to identify clients and matters with no activity in a specified time frame, which can help keep clients from slipping through the cracks. Read More...
When it comes to reviewing statements in a paperless environment, it can be difficult to know where to start. We help break it down. Read More...
Did you know that you can print a report that provides various settings specific to users? Read More...
Occasionally, it is necessary to generate a list of clients’ email addresses. This can be especially handy for mass mailings utilizing third-party communication systems. Read More...
In Version 2020, we added the ability to link an electronic copy of a statement or receipt to an invoice, manual check, or EFT transaction in Accounts Payable Software (APS)! Read More...
If you are new to Accounts Payable, or haven’t added a vendor in a while, it can be helpful to have a refresher on what options and fields are available. Read More...
