Can I Set Increments on a Matter Basis?
Yes! When you create a Matter, you can set the increment right away. If you don't, it will be saved as the increment you entered in your Firm Settings.
If you would like to change this later on, you can do so in the Matter Options tab of the Matter page.
How Do I Set Up Increments for Time-Based Billing?
Zola Suite supports increments on a per-matter basis and also supports a firm-wide default increment. There are a few methods throughout Zola Suite to set up increments for time-based billing. Setting increment when creating a new matter Create a new ...
How Do I Create a New Matter?
Setting up a new Matter can be done in two ways: They can be quickly added from any section of Zola Suite through the Quick Add menu From the Matter section of Zola Suite by clicking on the “+" on the right-hand side of the Matters' menu. In the New ...
I See Where I Can Add a Matter Name but What About a Matter Number? How Are Those Assigned?
Matter numbers are assigned by the system when you create a new matter. As the user, you can, however, choose the format of a matter number. For example, you may elect to have it be a simple number (e.g. 00010) or a number and matter name (e.g. 00010 ...
How Do I Add User Rates to a Matter?
If you need to add a special rate to a specific Matter that is outside of your default rate and rate cards, then you will want to set up user rates within that specific Matter. Select the 'Options' tab inside of the Matter Scroll down to 'User Rates' ...
Am I Able to Change How My Matters Are Named in Zola Suite?
Yes, you can set how new Matters will be named in your firm's account in Firm Settings in the Matter Options page. If you would like to pick up from a previous numbering system, you are able to set the starting matter number for your cases. You can ...
Experiencing degraded performance in CARET Legal?