Troubleshooting Guides

• Troubleshooting - Client Portal Login
• Troubleshooting - Accounts Preparation Task is Missing
• Troubleshooting - Email Failed to Send
• Troubleshooting - Remove Red Boxes (Bulk Archive Urgent Notifications)

Overview & Notifications

• Dashboard Reporting (video)
• Manage Notifications

Tasks

• Reassign Tasks Using Staff Tasks (video)
• How to Complete Tasks (video)
• Updating Task Progress (video)
• Target Dates (video)
• Using the Task List
• Creating a New Task

• Workflow

Clients

• Client List
• New Client
• Documents
• Client Portal
• AML ID & Credit Checks

Invoicing

• Viewing Debtors
• Viewing Monthly Invoicing Totals
• Invoice Logo and Settings
• Generating Invoices
• Invoicing (video)

Time

• Time Recording Widget
• Timesheets
• Logging Time - From the Task List
• Logging Time - Using the Time Recording Widget

Resources

• Client Resources
• Practice Resources

Tools

• Fees Projection
• Custom Forms
• Email Manager

• Integrations
• BrightPropose

Settings

• My Details
• My Settings
• Account Settings
• Automation Settings
• Staff