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 ...
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 ...
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