Popular Articles
How do I sync My Tasks from Planner to my Calendar?
You can add the “My Tasks” from Planner to your Outlook to keep yourself on track. Go to “My Tasks” in Planner Select, the ellipse “…” next to Schedule at the top and then select ‘Add “My Tasks” to Outlook Calendar’. Follow the prompts to ...
September 2023 Update
05.09.2023 Invoices page updates You will now see a confirmation message when Syncing an invoice to QuickBooks Online or sending the invoice to the customer. You can Confirm or Cancel the action: 20.09.2023 Time Tracking Start and End Time You can ...
Matter Statuses
Matter statuses in Matter365 All created matters in Matter365 are by default in Active status. Active matters are accessible from matters page, and they represent open cases that your firm is currently working on. At any point, you can change your ...
June 2020 Update
08.06.2020. Service date on invoice creation While adding invoice items, date is now shown and items are sorted by the date, descending Visible date while adding invoice items Invoice items can be sorted by service date Sorting invoice items by date ...
Build your own client intake webform with Microsoft
Tools used: Microsoft Forms, Microsoft Power Automate Goal: Automate client intake, so whenever a web form is submitted, a contact is created in Outlook. Additionally, you can import Outlook contact to Matter365. Time to implement: 10 minutes