How do I enter fees like banking fees or other related expenses that are matter related?
You can easily write a check for the expense so the amount is deducted from the appropriate account and reflected in the banking records.
When you write the check, be sure to check off the option to Bill Client so the expense will show in the Unbilled activity for the Matter.
How can I charge Invoice Level Discounts to just Fees, and not Expenses?
If your firm would like to exclude any costs when applying Invoice Level discounts you will want to make a change to your billing options to enable this feature. Under Firm Settings -> Billing Options ensure “Do not apply Invoice Level Discounts to ...
How Do I Set up Invoice Administrative Fees/Auto Charge a Percentage of Fees?
If your firm needs to automatically invoice certain clients for disbursements based on a percentage rate of fees, Zola Suite features an “Administrative Fee” option to facilitate that. This option can be enabled by default under Firm Settings and ...
Can I Upload Time Entries and Expenses from a Spreadsheet?
You can now easily import a spreadsheet with time entries and expenses through your Zola Suite account without the assistance of Zola’s migration team. Contact us for copies of these import templates. Once you have filled out your Time or Expenses ...
Can I add non-Matter related Notes?
Until we develop a way to enter notes for non-Matter related notes, we suggest creating a Matter either for Potentials or for internal firm purposes to act as a catch-all. Also, you can create a Matter for a potential/ referral and set the status ...
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 ...
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