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 ...
What is the Difference Between “Work Categories/Type” and “Services”?
“Work Categories/Type” and “Services” serve two different purposes within Zola Suite. Work Categories/Types are mainly used for hourly billing, while Services are for a flat fee service. A “Work Category” would be the type of work or task you are ...
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 APX or LawPay. Go to ...
Who Will the New Lead Notifications Be Sent To?
Each time a new Leads come into the CRM, there will be an Email notification sent top anyone in the firm you choose to notify. This can be set up in Firm Settings. Go to Firm Settings Select CRM Options. Under the section, Notified Users for Form ...
Experiencing degraded performance in Zola Suite?