Getting started
The Getting Started section guides you through your first steps in Maatdesk so you can set up your workspace quickly and confidently. Whether you're new to the platform or onboarding new team members, these articles walk you through the essential features in the right order—from setting up your profile, to configuring notifications, managing matters, collaborating with clients, and handling billing tasks.
Each guide is short, practical, and focused on helping you understand the core tools you’ll use every day. By the end of this section, you’ll have a fully configured account and a solid understanding of how Maatdesk supports your workflow.
If you have not signed up yet, we recommend following this guide: Creating Maatdesk Tenants
For new users we recommend consulting these articles one by one. It provides an overview of Maatdesk's core concepts and interface, establishing a solid foundation before proceeding to subsequent guides:
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…
maatdeskadminGetting 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…
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…
Issuing a Refund
Since a refund is the option to return money to the client, Maatdesk makes this action easy and hassle-free. In this tutorial, you will learn the basics of working with Refunds. During this tutorial, invoices generally refer to both types (bills and requests). Table of contents Issuing a Refund For single or multiple invoices For…
Getting started with Time entries
In this tutorial, you will learn the basic steps of working with time entries, so that you can easily and efficiently record the time spent on any action. Table of contents Creating a Time entry Adding a time entry from the Add Time Entry panel Adding a time entry from a Quick Bill Rate setting…
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…
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…