Understanding Activities module
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…
maatdeskadminHow 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 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…
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…
Understanding Reports module
Reports provide information on the current state of your firm; allowing you, among other things, to know the matters that have been delayed or how the flow of funds is working. In this guide, you will understand how the Reports module works, what elements it contains, and what information is displayed. Table of contents Accessing…
Structure of the Matter dashboard
This guide explains the composition of the Matter dashboard and all its tabs and elements, as well as the actions you can take from each of them. Table of contents Structure of the Matter dashboard Content of the Matter Dashboard tabs Dashboard tab Rearranging the widgets Contacts widget Details widget Time Entries widget Financials widget…