Zola Suite Help Site and Portal



    • Recent Articles

    • How Do I Create A Portfolio Document?

      Zola Suite allows you to easily merge documents together to create a portfolio document. You can do so simply by selecting the documents you would like to have merged into a portfolio document. You will then see the "Multi-Select Options" at the ...
    • How Can I See Future Time Entries?

      While Zola Suite allows you to create future time entries via Calendar Events or by manually editing the date, we only allow you to bill for work that has already been done.  The time list and unbilled activity page will automatically filter entries ...
    • How Do I Re-Map My NetDocs?

      You will need to go into the Matter Options and click the 'Clear' button next to the name of your Workspace. When you've cleared it, you'll get a notification at the bottom of your screen confirming the mapping has been removed.  To map a new ...
    • Can I Upload Trust Check History?

      In Zola Suite, you have the ability to create trust checks one at a time, which can be printed and used to pay disbursements from retained funds. If you are looking to upload a list of trust checks that have already been created, rather than create ...
    • How do Vendor Bills show on my General Ledger?

      Vendor Bills are a great way of tracking what the firm owes to vendors. These Vendor Bills can be entered as firm expenses to be paid later, and can be assigned to matters for the purpose of creating billable expenses. Vendor Bills hit multiple ...
    • Popular Articles

    • 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 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 Outlook account through a web browser (The default login is portal.office.com) On the top right of the calendar page ...
    • How to Adjust the Resolution in Microsoft Edge?

      If you notice that the size of your screen in Microsoft Edge is too big or too small, try adjusting the resolution or zoom. Click on the 3 horizontal dots in the top right corner of the browser Click on the + or - to make the screen bigger or smaller
    • 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 ...
    • How do you close/zero out accounts at year end?

      In this article, you will learn what journal entries are needed to close your books at year-end.   Please note that once you close your books for that fiscal year, no other entries are to be made for that period. Thus, before closing your books we ...

      Experiencing degraded performance in Zola Suite?

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