Generating Bills for Monthly/Retainer Fee matters
In this guide, you will learn, through the Monthly/Retainer Fee tab, how to automatically generate invoices for matters with this billing strategy. Table of contents Accessing the Monthly/Retainer Fee tab Setting the Details Level Setting Tax Options Configuring Payment Options Related guides or tutorials Accessing the Monthly/Retainer Fee tab To enter the Monthly/Retainer Fee tab:…
maatdeskadminGenerating Bills for Billable Clients
In this guide, you will learn how to automatically generate invoices for all clients with unbilled activities through the Billable Clients tab. Table of Contents Accessing the Billable Clients Tab Setting the Details Level Setting Tax Options Configuring Payment Options Related guides or tutorials Accessing the Billable Clients Tab To enter the Billable Clients tab:…
Editing your Profile
Maatdesk allows you to edit your user profile to, for example, configure your electronic signature, change your password or edit your basic information when necessary. In this guide, you will learn the basic steps to working with your Profile in Maatdesk. Table of contents Accessing your Profile Uploading or changing your profile picture Editing your…
Getting started with Maatdesk accounts
This guide provides an explanation of the first steps to follow in Maatdesk. You will learn how to create a tenant for a firm, accept an invitation to access Maatdesk, reset your password, or use unique credentials for the different tenants you may have access to. Table of contents Creating a Tenant Accepting an invitation…
Getting started with Events
This tutorial provides the basics of working with Events so you can add events to your calendars, share them, create invitations, and more. Table of contents Events in Maatdesk Creating a custom Event Setting a custom recurrence for an event Setting reminders for an event Viewing the invitations Replying to an invitation Viewing replies to…
How to work with Transactions, Transfers and Disbursements
In this tutorial, you will learn the basic concepts to manage the different types of Transactions to make deposits, withdrawals, or adjustments in bank accounts Table of contents Creating a Transaction Transferring Funds Between bank accounts Between matters Disbursing Funds Creating a Transaction To start creating transactions, use one of these ways: Click the Deposit…
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 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…