How to add payroll to accounting?
Zola Suite does not currently have payroll integration but moving over the accounting can be done using journal entries.
If needed separate Payroll Expense accounts can be created for each employee or division(paralegals, admin, lawyers, and etc.)
Date with the payroll check date
Debit the payroll expense account(s) created above
Credit the bank account the payroll payment is coming from
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 have Retainers Automatically get Applied to Open Invoices?
With the Apply Trust Funds (Batch) option you are able to apply retainers from multiple Matters all at once. If Pre-Bill is active make sure that all invoices are approved and finalized before starting. Payments can only be applied to Approved ...
How do I apply a partial payment to an invoice?
If a client will be paying invoices in installments or give you one large amount for multiple invoices, you may need to apply a partial payment. To do so: Select from either the Quick Add or in the Accounting Section, 'Apply Direct Payment' Fill out ...
How Do I Write-off an Invoice?
What do you do when you know that a client is not able to pay an invoice and you have to write it off as a loss? Zola Suite's new Write-off feature will enable you to write-off this debt and track it as a loss. You will no longer need to provide a ...
How Do I Easily Access My Favorite Reports?
Do you have a report, or multiple reports, that you access on a regular basis? You can mark it as a favorite, which will allow you to open it from any page in Zola Suite. To mark a report as a Favorite, first, navigate to the Reports tab within the ...
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