How do I use Firm Budgeting?
Zola Suite’s Firm Budgeting will allow you to create many budgets, specifying a budget figure for any applicable Profit & Loss accounts. These budgets can then be selected on the Profit & Loss Report, comparing them to the actuals and displaying the differences.
To create a new budget, navigate to the Reports tab within the Accounting section > Click Firm Budgeting.
Select the + icon on the far right of the budget list to create a new budget.
Budgets can be created by Month, Quarter, or Year. Additionally, multiple budgets can be created for the same interval.
The Profit and Loss report utilizes the budgets dropdown to overlay the budgeted figures with the current view.
How to Download the Caseway Secure Firm Portal for iOS?
The Caseway Secure Firm Portal is a safe and secure way to access your legal documents and invoices while on the go. You are also able to share documents with the firm using your mobile device. Below are the instructions on how to find the app and ...
What is a Firm Collaborator?
Through the Firm Collaborators feature, you can assign additional users to a matter. A collaborator may be another attorney, staff, billing or intake person, docketing manager, or legal assistant/paralegal. To add a Firm Collaborator, navigate to ...
What is the difference between My Settings and Firm Settings?
My Settings gives you access to your personal settings such as User Profile settings, Email Account settings and Password settings. Firm Settings is for administrator use and allows customization of the firm's Zola account. Users with access to ...
How Do I Use Advanced Originations?
Does your firm have more than one Responsible Attorney per Matter, or you wish to split Originations between multiple attorneys? If so, Zola Suite Offers the ability to calculate advanced origination rates and percentages within any given Matter. ...
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. Setting increment when creating a new matter Create a new matter Under New Matter form, you can define the increment under the BILLING section. ...
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