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Activity Codes
Activity Codes To edit the Activity Codes for your Matters go to Settings > Activity Codes: You can add new Activity Codes, and edit or delete the old ones.
Default Currency
Default Currency To set a Default Currency go to the main "Settings" and then scroll down to "Default Currency and Billing Rates" : Once you open the Default Currency and Billing Rates page you can set your Currency through a drop-down menu: Simply ...
Multicurrency in Matter365 and QuickBooksOnline
Multicurrency in Matter365 and QuickBooksOnline Here is a guide on how to set up Multicurrency in QBO and assign a foreign currency for a customer. For more information on multicurrency in QBO, click here. Notes before you start: Matter365 does not ...
Custom Fields
Custom Fields You can create Custom fields for your Matters. Custom Fields allow you to gather and store additional information about your Matters in predetermined categories. All the Matters are searchable by Custom fields values in the Matter Tab, ...
Roles and Permissions
To open the permissions page, click on the gear icon in the top right corner of Matter365 to open application settings, and from that page, choose Permissions. Opening permissions page from Matter365 app settings This page will show all users from ...
QuickBooks Online Integration
QuickBooks Online Integration If you’re using QuickBooks Online for your accounting, you can simplify some of the accounting workflows through Matter365 integration we offer. Setting up trust accounts, creating and managing invoices and generating ...
Matter Sources
On Matter creation, one of the requirements is to select a Matter source. Source represents a channel through which your clients found you and decided to hire you. This information might come useful while choosing the right marketing channels to ...
Matter Types
On Matter creation, one of the requirements is to select an appropriate Matter type. By doing so, you will later be able to filter all of your Matters by type, and run reports for different types of Matters. Default list of available values for a ...
Document and Email Settings
You can choose the default behavior for opening all Office documents in Matter365 and actions that will happen while you're storing an email in Outlook. To do that, go to Matter365 app settings and select Document and Email settings. Matter365 ...
Contact Types
On Matter creation, you can choose to add information about various contacts that you know will be involved with that Matter. It’s required to always add a client, but you can also name other people in different roles here. Matter creation dialog and ...
Templates Management
In order to enable template management feature, Office365 admin for your company needs to navigate to Matter365 app settings and select Enable templates link. Matter365 app settings After doing so, in Matter365 app settings there is a new option: Go ...
Default billing rates
If you are Office 365 administrator in your organization, you can set a default billing rate for all of the Matter365 users in your organization. To view and change the default billing rates for you or your colleagues, go to Matter365 application ...