Accounting
- Can I Upload Trust Check History?
- What is a Contingency Based Matter?
- What is Pre-Billing?
- What Are the Different Billing Types?
- What is a Work In Progress Report?
- What is a Timekeeper Productivity Report?
- What is a Three-way Reconciliation Report?
- How Can I Edit a Bank Reconciliation?
- Can I add Time Entries that are not billed to the client?
- Can I Edit or Delete Invoiced Time Entries?
- What are Default Payment Terms?
- Do I Need to Have Special Software to Print a Check?
- How to Deactivate Bank Account
- How to integrate Quickbooks Online with CARET Legal?
- How do I record a transaction to a trust account that is not related to a client/matter?
- Alignment problems with check printing
- Does Zola Suite Handle Bank Reconciliations?
- Does My Bank or Credit Card Provider Link with Zola Suite?
- How Do I Pay A Vendor Bill?
- How Can I Set My Client Expense Reimbursements To Hit an Income Account?
- Creating Departments and Accounts on the Chart of Accounts
- What is a "journal entry"?
- Can I apply a Retainer with a Trust Check?
- How can I charge Invoice Level Discounts to just Fees, and not Expenses?
- How do I use Evergreen Retainers?
- How Do I Transfer Funds from One Matter to Another?
- How do I enter a client expense that doesn’t have a specific payee?
- Can I Apply a Retainer in One Matter to an Invoice in Another Matter As Payment?
- How Can I Add a Vendor Credit Memo?
- How to record a New Retainer?