Zola Suite Help Site and Portal



    • Recent Articles

    • How Do I Use Zola Suite's Date Calculator?

      The date calculation tool is integrated into Zola's New Event Modal to allow you to calculate any number of days/weeks/months/years forward or backward from a specified date. For instance, if you need to complete a task 60 days prior to a certain ...
    • Why am I seeing duplicate transactions when using Download and Review?

      Through our integration with Plaid, you may from time to time see what appears to be a duplicate transaction in the download feed. These are in fact not true duplicates, but are based on the status of the transaction at the time you perform the ...
    • How to Charge Interest on Overdue Bills?

      Occasionally, you may have clients who have overdue invoices. If you wish to charge them interest, or a late fee/penalty, you now have that option in Zola Suite. Before Interest charges can be generated, you must first enable this setting under Firm ...
    • How can I charge Invoice Level Discounts to just Fees, and not Expenses?

      If your firm would like to exclude any costs when applying Invoice Level discounts you will want to make a change to your billing options to enable this feature. Under Firm Settings ->  Billing Options ensure “Do not apply Invoice Level Discounts to ...
    • How do I record a deposit that is not a payment to an invoice?

      Oftentimes, you will have deposits going into your operating account that are not client-related. This could include owner's contributions, donations, interest deposits, or any other payments coming into the firm that are not payments to an invoice. ...
    • Popular Articles

    • How Do I Enable Spell Check for Google Chrome?

      You can enable spell check within Google Chrome by using an extension called Grammarly and then turning it on by: Go to Settings. Scroll all the way down and click on Advanced Settings. Under Privacy, find out “Use a web service to help resolve ...
    • How do I export my calendar from Microsoft Office 365?

      If you would like to import your calendar into Zola Suite, you will need to first export it from  Microsoft Office 365: Log into your 365 account (The default login is portal.office.com) Go to your calendar app by selecting the "Calendar" option ...
    • How to Adjust the Screen Resolution or Zoom settings in Google Chrome?

      If you notice that the size of your screen in Google Chrome is too big or too small, try adjusting the resolution or zoom. Click on the 3 vertical dots in the top right corner of the browser Click on the + or - to make the screen bigger or smaller
    • How Do I Enable Spell Check for Microsoft Edge?

      To enable the spell checker on Edge, use these steps: Open Microsoft Edge. Click the Settings and more (three-dotted) button from the top-right corner. Click the Settings option. Click on Languages. Under the "Check spelling" section, turn on the ...
    • How do I export my Calendar from Microsoft Outlook?

      You will need to export your Calendar to an ICS file by following the steps below: With Outlook 2013 or 2016 open, go to the Calendar you would like to export.  Click File > Save Calendar. This will open a window where you will pick where to save the ...

      Experiencing degraded performance in Zola Suite?

      Check our status page to see any known issues that are currently being resolved.