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…
maatdeskadminGetting 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 ()…
How to work with Notifications
Notifications are usually messages that are shown to the user as reminders and are also the result of internal events that will be notified to the interested user(s)/group(s). This guide is intended to help you learn how notifications work in Maatdesk, what they are used for, and what operations can be performed on them. Table…
Structure of the Contact dashboard
Through this guide, you will learn the specifics of the Contact dashboard, its composition, and an explanation of all the tabs and elements involved in any contact. Table of contents Structure of the Contact dashboard Content of the Contact dashboard tabs Matters tab Transactions tab Notes tab Bills tab Requests tab Tasks tab Payments tab…
Getting a Payment or Refund receipt
Once a payment or refund is created, Maatdesk allows you to obtain PDF or email receipts for those items as proof that they have been made. The ways you can get a receipt for payment or refund are: For single or multiple invoices First, go to where the payment or refund is: Payments window. Payments…
Getting started with Calendars
In this tutorial, you will learn the basics of working with Calendars so you can manage and organize your events. Table of contents Accessing the Calendars Calendar classification in Maatdesk Custom calendars Google calendars System calendars Shared calendars Integrating Google calendars If you are not logged in If you are logged in Removing Google calendars…