Email integration
In this guide, you will learn to integrate your email with Maatdesk. You will be able to configure it, send/receive emails, assign matters to emails, and more. Most of the actions described in this guide can also be performed from the Communication tab of any Matter dashboard. Table of contents Integrating your first email account…
maatdeskadminPayments module Overview
Through this guide, you will learn the basic concepts of the Payments window, an explanation of its main elements and what actions you can perform from this window. Table of contents Composition of the Payments window Structure of the Payment/Refund table Composition of the Payments window To access the Payments window, simply click the Payments…
Activities module Overview
Through this guide, you will learn the basics of the Activities window by explaining its main elements and the actions you can take from the Activities and Categories tabs. Table of contents Composition of the Activities window Structure of the Activities tab Activity summary Structure of the Activity table Structure of the Categories tab Composition…
How to work with Activity categories
Maatdesk allows you to create categories for each type of activity to ensure consistent descriptions and to be able to bill them according to the defined category. In this guide, you will learn in a few steps how to manage Activity categories in Maatdesk. Table of contents Creating an Activity category Editing an Activity category…
Getting started with Payments
In this tutorial, you will learn how to manage Payments for any type of invoice. Before you start reading, consider the following items: Payment management is similar for bills and requests, the particularities of each case are explained when necessary. Invoices, in general terms, refer to both types (bills and requests). Table of contents Recording…
Getting started with Expenses
Maatdesk allows you to manage expenses and then bill clients efficiently and quickly. In this tutorial, you will learn the basic steps to work with Expenses. Table of contents Creating an Expense entry Adding an expense entry from the Add Expense Entry panel Pay the invoice to generate Adding an expense entry from a Quick…
Getting started with Flat Fees
Maatdesk allows you to easily and efficiently manage flat fee entries and invoice clients in just a few steps. In this tutorial, you will learn the basic steps for working with Flat fees. Table of contents Creating a Flat fee entry Adding a flat fee entry from the Add Flat Fee panel Pay the invoice…
Managing Payment Profiles
In this guide, you will learn how to create payment profiles to assign to firm clients and how to edit or delete them if necessary. Table of contents Accessing the Payment Profile window Creating a Payment Profile Editing a Payment Profile Deleting a Payment Profile Accessing the Payment Profile window To access the Payment Profile…
Managing Recycle Bin
In this guide, you will learn how to completely delete or restore items that Maatdesk does not allow to delete directly and instead sends them to the Trash. Table of contents Accessing the Recycle window Restoring an item Deleting an item permanently Accessing the Recycle Window To access the Recycle window: Click the Settings ()…