How Do I Add a New Expense Type?
You can add a new Expense Type by following the steps below:
Navigate to Accounting section and click on Reports tab.
Click on Accounting Report button and open the Chart of Accounts.
To add a new account, click the + on the green action bar.
Enter the expense number and name, and select "Expense" in the Account Type drop down.
How to Use the Quick Add Feature to Add Entries From Any Page?
The Quick Add feature is located at the top of every page in Zola Suite and looks like a plus sign. Once you click on the plus sign, you will see all of the options available which will open in a new modal so you will never lose your place.
How do I bill a client for an expense?
When you pay a vendor or matter-related fee, you have the option to record that payment as an expense directly through a check as a hard cost or as a soft cost. Hard Cost Create a new check (hard-cost) from the Expenses tab of the Matter, or from ...
How Do I Record a New Retainer?
When taking in any kind of advanced client payment, retainer or recording a deposit to the Trust account you will want to enter it as a New Trust/Retainer Payment. You can also create a retainer with a credit card via LawPay. Go to Accounting section ...
How Do I Bill Flat Fees?
You can bill flat fees by creating a Blank Invoice: From the Accounting section, click the + button on the green bar and select New Invoice From Scratch. Now you can select that Matter you would like to create the invoice for. Now you will be able ...
Who Will the New Lead Notifications Be Sent To?
Each time a new Leads come into the CRM, there will be an Email notification that gets sent to anyone in the firm that you choose to add within Firm Settings. Navigate to Firm Settings Select CRM Options Under the section, Notified Users for Form ...
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