Is there an easy way for me to find a note that I’m looking for?
Zola Suite was built with organization in mind. Your Notes are organized by Matter to keep everything that is related together. Once you are in the Matter's Note section, you can use the search bar (in the top left corner under the header) to find the Note you need.
How do I customize a Note?
When composing a note, we offer several options for customization and styles. You can edit the font style, size, color, and background. You can also use the toolbar to add numbers, bullets, indents, block quotes, hyperlinks, images, tables and ...
What is a Three-way Reconciliation Report?
A Three-way Reconciliation Report is a report that compares your Bank Statement balance (you enter this in), Book Balance in Zola Suite and the Client Ledger Balances in Zola Suite. Running this report is a great way to catch discrepancies and ensure ...
How Do I Sync My Google or Office 365 Calendar?
If you use Outlook to access your Office 365 calendar, be sure to disable reminders before syncing your Calendar Events. First, launch Outlook and click "Calendar" near the bottom of the screen. To stop Outlook from creating reminders by default ...
How to generate a Three-Way Reconciliation Report
You can run a Three-Way Reconciliation report through the Reports page, which is accessible from Accounting section. Click on Reports and Trust Reports Select Three way reconciliation report: 1. From the Select Account drop-down, select the ...
Can I change the way my Matter numbers are formatted?
1. Go to the Firm Settings of your account. 2. Go into the Matter Options tab of Firm Settings. If you're moving over from another practice management program and have a numbering system in place, you can start where you left off by selecting to Set ...
Experiencing degraded performance in Zola Suite?