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. ...