Common Tasks

Login

Logout

Change password

Set/change Mobile Web Access password

Select a prebill

WIP transfer to an open prebill

Edit a prebill

Edit fee and expense detail items

Transfer prepaid (PPD) from one matter to another

Hold a matter from a consolidation prebill

Reprint a prebill

Print a bill

Print cover letters

Post a bill

Create a manual bill

Unpost (reverse) a manual bill

Unpost a bill

Unpost (reverse) a manual bill

Print statements

Export and email bills

Create a credit memo

Reverse a credit memo

Payment received after bill is written off

Write off a matter or client balance

Create a cash receipt

Edit a cash receipt

Delete a cash receipt

Partially pay an invoice

Reverse a cash receipt

Cash Receipt Wizard

Apply prepaid (PPD) funds to A/R balance

Change prepaid (PPD) asset account

Reverse prepaid and apply to an outstanding invoice

Reverse prepaid (PPD) and refund the client

Transfer prepaid (PPD) to trust

Enter trust payments

Apply trust to A/R balance, balance forward, or a posted bill

Refund a trust deposit

Negative trust balance or overdraft

Auto select checks

Manually select checks

Add or remove a voucher

Print/post checks

Create a new vendor in Quick Checks