Generating Bills for Monthly/Retainer Fee matters
In this guide, you will learn, through the Monthly/Retainer Fee tab, how to automatically generate invoices for matters with this billing strategy. Table of contents Accessing the Monthly/Retainer Fee tab Setting the Details Level Setting Tax Options Configuring Payment Options Related guides or tutorials Accessing the Monthly/Retainer Fee tab To enter the Monthly/Retainer Fee tab:…
maatdeskadminGenerating Bills for Billable Clients
In this guide, you will learn how to automatically generate invoices for all clients with unbilled activities through the Billable Clients tab. Table of Contents Accessing the Billable Clients Tab Setting the Details Level Setting Tax Options Configuring Payment Options Related guides or tutorials Accessing the Billable Clients Tab To enter the Billable Clients tab:…
Matter statuses Overview
In this guide, you will learn what the three default statuses of a matter are in Maatdesk, in which situations they can be applied, and how to switch to any of them. Table of contents Matter statuses How to know the status of any Matter How to change the status of any Matter Matter statuses…
Getting started with Matters
In this tutorial, you will learn the basics of working with Matters and gather the information you need for effective matter lifecycle management. Table of contents Creating a Matter Main information Billing preferences Hourly rate Flat Fee Contingency Fee Monthly/Retainer Fee Custom forms Editing a Matter Deleting a Matter Creating a Matter To create a…
Managing Document Templates
In this guide, you will learn how to upload and manage templates to generate frequently used documents. Table of contents Accessing the Document Templates window Uploading a Template Actions with Templates Edit Preview Download Delete Accessing the Document Templates window To access the Document Templates window: Click the Settings () link on the left side…
Managing Merchants
This guide provides the information you need to configure payment gateways to receive payments made from a Client Portal. Table of contents Accessing the Merchants tab Adding a Merchant Fields for a USAePay merchant Editing a Merchant Changing USAePay access keys Deleting a Merchant Accessing the Merchants tab To access the Merchants tab: Click the…
Requests module Overview
Through this guide you will learn the basics of the Requests window explaining its main elements and what actions you can perform from the window. Table of content Composition of the Requests window Structure of the Request table Composition of the Requests window To access the Requests window, simply click the Requests ( ) link…
Tasks module Overview
Through this guide, you will learn the basics of the Tasks window, an explanation of its main elements, and the actions you can take. Table of contents Composition of the Tasks window Structure of the Task table Composition of the Tasks window To access the Tasks window, simply click the Tasks () link on the…
Accounts module Overview
Through this guide, you will learn the basics of the Accounts and Transactions windows, an explanation of their main elements, and what actions you can perform from each one. Table of contents Composition of the Accounts window Structure of the Bank Accounts table Composition of the Transactions window Composition of the Accounts window To access…