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Home page bar chart analytic filters
Complete, incomplete and referred matters can be viewed by using the filter options above the bar charts. The bar chart on the left will show the overall status of each matter on your system and the bar chart on the right will show the amount of ...
Create a matter
You can add a matter on the “Matter” page, in the left corner of the screen there will show a + icon, this is the matter creation button. When clicked, you will need to accept the terms and click “I Agree to Continue” before been taken to the new ...
Refresh matter list
The Icon can be found to the left of the screen adjacent to the matter creation icon. This is the icon , please use this instead of using your browsers built in navigation.
Can I unlock my matter
· Yes, however, you are limited to 2 calculations per matter. Please be diligent before you confirm the calculation that you have checked all questions to be correct to avoid having to recalculate. Unlocking can be done by simply navigating ...
Invoicing
· Administrators can view all your organisations Invoices. o Invoices can be Download at any time, you can find the all the invoices in settings > invoices. o Each invoice has the matter reference attached.