Can I see my firm's Activity Feed on the iOS app?
You can! Simply tap the activity icon, located in the top right corner of the iOS app's Dashboard, and it will bring you to the activity feed.
What is the “Activity Log" in Firm Settings?
This is your real-time feed of your account. The Activity Log shows entries of everything your firm is working on. You can create time entries from an item by clicking the green clock icon on its row. If a Matter is associated with the entry it will ...
How to Set Up an iOS Developer Account?
In order to place your new Caseway mobile app on the app store, we need the firm to create their own iOS developer account. Before you start make sure that you have the following information: Registered Legal Entity Name (Not DBAs, Fictitious ...
How Do I Clear a Transaction from the Download and Review Feed?
First, navigate to the Banks and Registers page, select the credit card from the drop-down, then click Download and Review Select the transaction you'd like to clear. If this activity was already created in Zola Suite and appears on your Bank ...
How Do I Add Credit Card Activity and Payments to Zola Suite?
Several ways to capture Credit Card Activity and Payments in Zola Suite are described below. If you have not done so already, be sure to Add the Credit Card to your Banks and Registers. 1- Non-Billable Credit Card Activity can be added through ...
Can I See Other People’s Tasks Within My Firm?
You can see other team member's Tasks by using the advanced search. Simply start typing their name and pick them from the list - Zola will do the rest. You can see multiple user's task lists by using the "Assigned To" field.
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