What Reports Can I View for my APX Payments?
Within the Reports section of Accounting, there are 2 reports that can be used to gage the payments processed through APX. Client Payments Report The Client Payments Report will provide you with a list of all deposits including direct payments to ...
Can I Print More Than One Check at a Time?
When making payments from the system, whether using Vendor Bills or AP Checks, you may want to enter the payments first, then print them later in a batch. Rather then printing them one by one, either at the time you create the check by hitting save ...
How can I Duplicate Contact Information?
Often times you may need to add a new Contact with the same information as an existing Contact. Instead of manually copying and pasting their details, including phone numbers, email, and addresses, you can simply close the existing Contact and make ...
Can I Send Text Messages From Zola Suite?
Zola Suite offers multiple ways to communicate with your clients and colleagues. In addition to our in-app email client, phone call notes, client portal, and email blasting, we also have the ability to send text messages directly from a Matter. ...
How Can I Have Reports Automatically Sent Out?
Zola Suite offers Scheduled Reporting for Enterprise + subscription levels. If there is a particular report that you wish to have sent out either to yourself, or other users, you can do so by using the "Schedule Reports" button on the green toolbar ...