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