What is the difference between an alert and a reminder?
Both alerts and reminders can be set up for tasks, however, they serve different purposes. As an assignor (the individual who assigns a task to another member of the team), you have the option to select an alert so you will receive a notification in the event that a task has been "completed" or is "past due." A reminder is to be used by the individual completing the tasks. Reminder notifications can be set to be sent a number of hours, days or weeks before an event. Reminders can be emailed, sent via SMS or pop-up when you are logged into your Zola account.
What is the difference between Operating and Trust Retainers?
A Trust Retainer is money that is given to the firm that needs to go into a separate escrow account where the firm has no access to it. However, an operating account is money that is given to the firm that can be used by the firm on payment. Once ...
If I select a pop-up reminder for an Event and I am not signed into Zola Suite, will I be able to see it?
No, pop-up reminders will only be visible if you are in an active Zola session. However, there are a number of other reminder options to ensure you know that the event is approaching, even if you are not close to your computer. When you create a new ...
What is the difference between a Pending Matter and an Open Matter?
When you create a new matter, you may assign a status to the case. You will find three options here: Open, Pending and Closed. There is often some confusion regarding the difference between Open and Pending. Generally speaking, Open should be ...
What Is the Difference Between Actual Time and Billable Time?
The time that you enter into Zola Suite is called actual time. If you are billing using an increment, billable time will be the amount of time you bill your client once it has been rounded up using your increment. For instance, you work on drafting ...
What Is the Difference Between Reconciling and Clearing?
In Zola Suite you can Reconcile or Clear transactions to check if the records in your bank/credit account match your Zola Suite records. Reconciliation works with both trust and operating bank accounts but not credit cards accounts. In Zola Suite, ...
Experiencing degraded performance in Zola Suite?