About Settings

The setting feature allows you to create and modify:

• General Information

• Expense Types

• Staff Type

• Bank Details

• Service Tax Details

• Payroll Tax Details

• Migration of your information from other tools such as Clio and Amicus

• File Types

• Payment Types

• Practice Area

• Communications

Who Can Use The Settings Feature

Only Admin user(s) with access rights can manage the settings features.

Updated on: 08/09/2023