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 ...
How do I upload documents to Matters?
To upload a document, go to Document tab in your Matter. You can upload documents by clicking Upload and choosing which file to upload, or you can click Go to OneDrive document library and drag and drop files there. Here are some articles that ...
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 ...