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