Understanding Payments module
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…
maatdeskadminUnderstanding Billing module
This guide explains all the elements involved in the Billing window and the basics of the Billing, Billable Clients, and Monthly/Retainer Fee tabs. Table of contents Composition of the Billing window Structure of the Billing tab Structure of the Invoice table Structure of the Billable Clients tab Structure of the Monthly/Retainer Fee tab Composition of…
Getting started with Requests
Through the Maatdesk Requests module, you can collect an initial deposit or advance from clients, or request a top-up of funds, for both trust and non-trust accounts. In this tutorial, you will learn the basics of working with Requests in just a few steps. Table of contents Creating a Request Additional fields in a request…
Getting started with Billing
In this tutorial, you will learn the basics of Billing so that you can charge clients for the services provided in a very simple way. Table of contents Creating a Bill Activities section Adding activities to the invoice Editing activities on the invoice Deleting activities on the invoice Details section Setting the Issue Date and…
Filtering in Maatdesk
Filtering helps you find the results you are looking for in a more efficient way. Maatdesk offers an application-wide filtering system so you don’t have to waste time searching manually and get accurate results based on selected filters. This guide provides an explanation of the most common filters that exist in Maatdesk and how to…
Getting started with Accounts
With Maatdesk, you can easily manage your firm’s accounts in just a few steps. In this tutorial, you will learn the basics of working with the Accounts module. Table of contents Creating an Account Editing an Account Deleting an Account Creating an Account To start creating a bank account: Go to the Accounts window and…
Getting started with Tasks
In this tutorial, you’ll learn the basic steps of working with Tasks so you can assign tasks to users or contacts and set their priority or status, or set reminders for them. Table of contents Creating a Task Adding reminders Setting the due date Editing a Task Marking Tasks as completed Mark a single task…
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…
Getting started with Contacts
In Maatdesk, each contact will contain all the client information, for whom matters; transactions, payments, among other elements that can be created. In this tutorial, you will learn the basics of working with Contacts in just a few steps. Table of contents Creating a Contact Resending an Invitation Editing a Contact Deleting a Contact Creating…