Skip to main content
View our latest release notes
here
Contact support
Sign in
Sign in
Contact support
OneLaw
Search
OneLaw Help Centre
How can we help?
Categories
OneLaw Software
Releases
Other Resources
Upcoming Events
Getting Started with OneLaw
Getting Started
Help Centre Overview Video
Administration
User Management
Change a User Password (Cloud)
Change a User Password (On-Premise)
Create a New User
Create a New User (Cloud)
Create a Role
See all 9 articles
Firm Structure and Organisation
Manage Parties
Manage Offices
Manage Teams
Configure Practice Settings
Financial and System Configuration
Firm's Interest in Trust, Gains & Advances Explained
Manage Codes
Manage Codes
Manage Ledgers
Time Rates
See all 6 articles
Templates and Document Configuration
Template Customisation Manual
Templates
Tools and Data Management
Archive Matters and Deactivate Clients
Create and Use Stored Narrations
Edit File Set
Export and Import User Details
Export Data
Access and Login
Cloud Log In Manual
Registration for Help Centre
Reset Your Cloud Password Manual
Set Up Help Centre Access for Administrators
Audit and Reporting
Audit Enquiry
Marketing Codes and Reporting
Guides and Reference
End of Financial Year (EOFY) Tips
Integrations Overview
Tips and Tricks for Practice Managers
Tips and Tricks for Practice Managers Manual
AML/CFT
Overview and System Functionality
AML in OneLaw and AML Assist
AML/CFT Dashboard Overview
AML/CFT DIA Update for New Zealand Law Firms - Feb 2024
AML/CFT Functionality in OneLaw Manual
Setup and Configuration
AML Fields + Setup
Set Up AML/CFT Codes
Data Entry and Customer Due Diligence (CDD)
Complete AML/CFT Details for a Party
Enter AML Data in OneLaw
Manage AML/CFT Identity and Compliance Documents
Understanding Affiliated Parties
Risk Assessment and Monitoring
AML Risk Ratings with AML Assist
Create AML/CFT Red Flags
Enhanced CDD with AML Assist
Manage Active Business Relationships
Manage Suspicious Activities
Reporting and Compliance Obligations
Complete the AML/CFT Annual Report Process
Manage Prescribed Transactions for AML/CFT Compliance
Billing
Overview and Setup
Billing Manual
Billing Overview
Billing Role Permissions
Enable and Configure AR Statement Templating
Expense Rules
See all 6 articles
Creating and Managing Bills
Billing WIP Options
Billing with No Recorded WIP
Bulk Billing
Bulk Billing
Creating a Single Bill
See all 6 articles
Expenses and Disbursements
Add an Expense to a Draft Invoice
Posting an Expense
Record an Expense
Reverse and Write off Billed Expenses
Reverse and Write off Expenses
See all 8 articles
Credit Notes and Write-Offs
Create a Credit Note
Write-Off WIP Using Zero Fee
Write-Offs and Credit Notes
Statements and Templates
Create a Settlement Statement Template
Reporting Statement (Classic)
Statement Templates in OneLaw
The Statement Builder
Reversals and Corrections
Reverse a Bill
Reverse a Fee
Reverse Bills Manual
Client & Matter Management
Getting Started and Navigation
Client Tabs and Information
Initial Navigation Video
Matter Tabs
Search for a Matter
Parties and Clients
Change a Non-Client to a Client
Create a New Client
Create a New Client Manual
Create a New Party
Matters
Create a New Matter
Create a New Matter Manual
Archiving, Closing and Re-Opening
Archive, Close and Re-Open Matter
Archiving
Archiving Manual
Re-Open a Closed File
Search Archived Files
Confidentiality and Restrictions
Information Barriers and Confidential Clients and Matters
Make a Matter Confidential
Use the Red Stop Credit Warning
Deeds
Deeds
Deeds Manual
Delete Deeds
Transfer Deeds Within the Same Client
Cloud Hosting (previously OneLaw Cloud)
Cyber Security & Cloud
OneLaw Cloud
Document Assembly
Quick Start
Create a Simple Precedent
Overview and Concepts
Document Assembly Overview for General Users
Document Assembly Administrator Overview
Precedent Libraries, Clause Libraries & InfoSheets
InfoSheets: Default Values, Conditional Fields, and Blocks
Document Assembly Functionality Overview
See all 6 articles
Precedents
Create a Base Template
Create a Precedent
Precedent Libraries
Set Up and Manage Precedent Libraries Using Local Drives
Set Up and Manage Precedent Libraries Using SharePoint
InfoSheets
Create an InfoSheet
Configure Conditional Fields in InfoSheets
Create and Configure InfoSheet Blocks (Repeating, Conditional, and Nested)
Export and Import InfoSheets (JSON)
Use Fragment Selector Fields in InfoSheets
See all 7 articles
Fields and Data
Insert Merge Fields and Map Content Controls in a Precedent
Fragments and Clauses
Include Clauses Automatically in a Precedent (OA INCLUDE Tags)
Insert Fragments and Clauses in a Precedent
Remove Clauses or Lines in a Precedent (OA REMOVE Tags)
Use Inline Clause Pickers in a Precedent
Signatures
Configure Signature Placeholders and Rules in a Precedent
Document Assembly Process
Manage (Save) an Assembled Document into OneLaw
Run a Precedent
Debtor Management (previously OneCollect)
Apply Penalty Interest in Debtors
Apply Penalty Interest to a Single Accounts Rendered (AR)
Debtor Management Administration Settings
Debtor Management Demonstration Video
Debtor Management Manual
Debtor Management Rendered Processing - Process Bulk
See all 13 articles
Document Management (previously OneDesktop)
Attaching Files to Emails Video
Creating a New Email
Creating Document Categories Video
Document Bundling Manual
Document Management and Word/Outlook
Document Versioning
See all 15 articles
Integrations
APLYiD
APLYiD Integration
ConveyIT
ConveyIT Integration
InfoTrack
InfoTrack Integration
InfoTrack Integration Setup
Microsoft 365
Enable the Microsoft 365 Integration
VXT
Enable the VXT Integration in OneLaw
Setting Up and Using the VXT Integration in OneLaw - Video
VXT Integration in OneLaw
Xero
Map Penalty Interest to Xero
Xero integration in OneLaw Video
Xero Integration Manual
Legacy OneAuthor
Add the Template Administrator Role to a User Profile
Compatibility Mode Fix Manual
Create Templates
Legacy OneAuthor Adding Users
Legacy OneAuthor Change Management
Legacy OneAuthor Creating Wills Video
See all 10 articles
Reporting
Overview and General Reporting
FYE in OneLaw
Report Using the Client & Party Master List and Matter Master List
WIP reporting
Author WIP Code Analysis
Author WIP to Fee Premium Report
Generate Aged WIP Reports
WIP Report Types
WIP Reporting Manual
KPI and Fee Reporting
KPI and Fee Reports Manual
Month End
Month End
Month End Procedure
Time Recording/Tasks & To-Do Lists
Tasks and To-Do Lists
Tasks & To-Do Lists
Tasks & To-Do Lists Manual
Time Recording
Find Time
Live Time
Time Recording
Time Recording
Timesheets
Trust Accounting
Overview and Reference
Financial Summary Explained
Month End Manual
Tips & Tricks for Trust Accountants Part 1
Tips and Tricks for Trust Accountants Part 2
Bank Reconciliations
Adjust a Bank Deposit Error When a Banking Summary Has Been Generated
Adjust a Bank Error
Adjust Unknown Deposit Entries
Balance a Bank Reconciliation
Bank Reconciliation Manual
See all 13 articles
Receipts and Payments
Cash Deposits
Disbursement Payment Option
Multi-Part Payments
Multi-Part Receipts
Payment Rules
See all 8 articles
Batch Processing
Batch Update List
Batch Update Rules
Prepare a Batch
Update a Batch
Float Accounts
Float Payments
Float Account / Firm's Interest in Trust
Post a Float Receipt
Post a Float Payment
Delete a Float Payment or Receipt
See all 7 articles
Interest Bearing Deposits and Periodic Interest
IBD Transactions
IBD Term Rollover
IBD Interest Reports
Partially Withdrawal of Funds from IBD an Account
Process a Full Withdrawal (Close an IBD Account)
See all 11 articles
Journals
Journals
Posting Journals
Third Party Costs
Post Third Party Costs
Search Third Party Costs
Third Party Costs
Third Party Costs Statuses
Third Party Costs User Manual
Transaction Requisitions
Transaction Requisitions
Transaction Requisitions Manual
OneLaw V4.3
OneLaw V4.3 Release Notes
OneLaw V4.2.5
OneLaw V4.2.5 Release Notes
OneLaw V4.2.4
OneLaw V4.2.4 Release Notes
Roadmap
OneLaw Development Roadmap April 2026
Quarterly Development Update February 2026
Quarterly Development Update November 2025
Quarterly Development Update July 2025
White Papers
Account Security and Your Firm
AML/CFT Annual Report Guide
Blockchain 101
Cyber Security 101
Effective Law Firm Leadership
Firm Mergers and Splits Checklist
See all 11 articles
OneLaw Documentation & Policies
Code Signing Changes for OneLaw 4.3.0
Data Protection Policy
New Outlook and OneLaw
On-premise Retirement
Privacy Policy
Service Level Agreement for Helpdesk Support
See all 8 articles
Other
AI 101
Basic Troubleshooting
Webinars
OneLaw Development Update Webinar
Upcoming Events
Webinars
OneLaw Development Update Webinar
Recently viewed articles
Email
support@onelaw.co.nz