Dashboard 10

• Steps To Access the main Dashboard
• Steps to Access System Analytic Dashboard
• Steps to view Memos
• Steps to capture a to-do task
• Steps to Post Feedback and Complete a Task in the To-Do List

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Case Management 25

• Steps to Register a Client
• Steps to Open a File
• How to capture a file progress and Bring/Up
• How to Book a Court Date
• How to Archive a File

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Client Invoicing & Receipts 9

• How to Raise a Fee Note
• How To Raise a Quotation/Proforma Fee Note
• How to convert a Quotation to a Fee Note
• How to Settle a Fee Note / Tax Invoice
• How to Issue a Receipt

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Client Transactions 6

• How Capture an Opening Balance Entry
• How to View Opening Balance Report
• How to Post a File Payment
• How to View Payments Report
• How to View Settlement Report

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Reports 6

• To view Client Reports
• To view File Reports
• To view File Status Reports
• How to Access Management Reports
• How to View Chart of Accounts

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