System Settings
Data Entry
- No Trust Entries Before Option--Australian Firms
- Automatically Allocate Payments to the Appropriate G/L Accounts
- Specifying the Order in which Payments are Applied to Taxes, Disbursements, and Fees
- Preventing Trust Transactions from Resulting in a Negative Trust Balance for a Matter
- Enable Auto Track Time Reduction to Record the Hours Reduced
- Enabling Mark Ups for New and Existing Matters
- Enabling Mark Ups for New Matters Only
- Disabling Mark Ups for the Firm
Billing
- Billing Tab in the System Settings
- Enabling the Allow Trust-to-General Transfer of Fee WIP Feature
- Printing Trust Checks (Cheques) and General Receipts
Banking
- Proceeds of Crime Act Overview
- Enabling the Deposit Slips Feature
- Setting a Default Trust Bank Account
- Displaying an Originating Bank box on General and Trust Receipt Windows
- Enabling the Ask for Originating Bank Feature
- Saving Checks (Cheques) to Print in a Batch
- Changing the Body of a Quick Check (Cheque) Layout
Tax
- HST change for Ontario and British Columbia
- Enabling GST/HST for Your Firm
- Changing the Default GST/HST Rate for New Matters Only
- Changing the GST/HST Rate for All Matters
- Changing the GST/HST Rate for Multiple Matters
- Changing the Default GST/HST Category for Multiple Matters
- Changing the Sales Tax Rate for All Matters
- Changing the Default Sales Tax Rate for New Matters Only
- Enabling Sales Tax (PST) for the Firm
- Enabling the Post Input Tax Credit to G/L Feature
- Charging Sales Tax After Adding GST/HST
- Charging Sales Tax Before Adding GST/HST
- GST/HST Categories (Codes) Overview
- GST/HST Input Tax Credit (ITC) Categories and Codes
- GST/HST Billing Categories and Codes
- Configuring Harmonized Sales Tax (HST)
Provincial Tab
Past Due and Interest
- Enabling Interest for the Firm
- Changing a Past Due Phrase
- Removing a Past Due Phrase
- Copying a Past Due Phrase
Other Tab
- Enabling the Use G/L Accounting Feature
- Tracking Soft Costs in G/L
- Enabling the Separate Hard and Soft Client Costs Feature
- Enabling the Show Vendors in Paid To Pop Up Help Feature
- Configuring Amount Quoted Against
