Settings
Settings
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 thePopularExpense Type
About Expense Type Expense types when created under the administration settings expense types section are available for selection in the Expense Type field when creating an Expense Activity under Activities & Billing Expense Entry Specific Client Expense Entry or General Expense Entry. The expense type feature is available on all Danalix subscription plans. How to Create an Expense TyFew readersFile Types
About File Types Who Can Use This Feature Anyone who has access to Danalix application can use this feature. How to Create File Types Go to: Administration sidebar navigation Settings tab File Types sub-tab Create File Type button on the pop-up screen, enter the file information and save. How toFew readersGeneral Information
About General Information The General Information feature allows you to set and/or enable: • The financial“currency”you want to use across Danalix application • Date format • Overtime rate • Alert (in days) for Activities Not Billed • Time Zone • Vacation and Sick Days • Vacation and Sick Leave Rate • Enable features such as: o Phone, Fax, and Text o Merchant Fees Reimbursement o Online Payment o Communications o Flow Pop Up o Electronic Funds Transfer (EFT) Form (https://storage.crispFew readersPayment Types
About Payment Type Who Can Use This Feature Anyone who has access to Danalix application. How to Create Payment Type Go to: Administration sidebar navigation Settings tab Payment Types sub-tab Create Payment Type button on the pop-up screen enter the payment information and save. How to Update a PFew readers
App Users & Staff
App Users & Staff Users
Danalix Application (App) Users & Staff Users Danalix gives you the ability to add and/or invite other users to use the application. Users can be added as a: “Staff” and/or “a Danalix Application User.” The number of users you can add and/or invite to Danalix application will depend on your subscription plan. Who Can Use The App User & Staff User Feature Only Admin user(s) with access rights to this feature can add and invite other people to Danalix application. About App Users YouPopularStaff
About Staff Type The staff type feature is used to add your work staff to Danalix system for purposes such as payroll. Staff type is available on all Danalix subscription plans. Who Can Use This Feature Only Admin user(s) with access and entitlement rights can manage the Staff Type feature. How to Add a New Staff To add a new staff, go to: Administration sidebar navigation Settings tab SFew readers
Bank Details
About Bank Details The Bank Details feature allows you to set-up your bank account information including the Trust Accounts and General Accounts. The banking feature is available on all Danalix subscription plans. Who Can Use The Bank Details Feature Any user with access and entitlement rights can use the bank features. How to Add Trust or General Bank Account To create Trust or General Account, go to: Administration sidebar navigation Settings tab Bank Details sub-tab AdPopularCommunications
About Communications The Communications feature allows you to integrate your mailbox (email clients) such as Outlook , Gmail, Yahoo, and Other email clients into Danalix application. This enables you to send, receive, and organize your email correspondence directly from within Danalix. Who Can Use This Feature Anyone who has access to Danalix can use this feature. How to Create CommunicationPopularMigration
About Migrating Other Applications And Information Into Danalix Danalix gives you convenience and control over your experience in every way. If you are using other applications such as Clio, Danalix makes it very convenient for you to migrate your information. What Applications and Information Can You Migrate Amicus Clio Other general information How to Migrate Clio to Danalix Clio migrFew readersChange Password
Change Password To change your Admin User password, use the “Reset Password” button on the User Profile screen. Danalix strongly recommends your password adhere to the following strong password rules: Use at least 8 characters Use a combination of letters (upper and lower case letters), characters, numbers, and punctuations Don’t use your current password with modifications Don’t use real or common words from any language Don’t use real or common words spelled backwards, abbrFew readersPractice Area
About Practice Area The practice area feature provides a list of predefined legal practice areas to use when creating a Matter. In addition, if there is a practice area that is not listed, you have the ability to “add” your own to the list of selections. Anyone who has access to Danalix is able to use this feature. How to Create a Practice Area Go to: Administration sidebar navigation Settings tFew readersService Tax
About Service Tax Danalix helps you automatically apply Service Tax(es) levied by the government for services your practice (firm) provides. The Service Tax feature allows you to setup one or more service taxes applicable to your business. The service tax feature is available on all Danalix subscription plans. Who Can Use This Feature Any user with access and entitlement rights can use the servFew readersPayroll Tax
About Payroll Tax With Danalix, you have the convenience of setting up payroll tax that automatically calculate as a percentage withheld from your employees’ salaried or waged pay, and payable to the government. The payroll tax feature is available on all Danalix subscription plans. Who Can Use This Feature Admin users with access and entitlement rights to the payroll tax feature. How to SetupFew readersManage Payment Information
Manage Payment Information To update your payment information, go to: Administration sidebar menu Use Profile tab on the user profile screen, use the “Update Card Details” link to manage and update your payment information. Danalix allows you to use any major Visa, MasterCard, American Express, and Discover cards as payment options. Only one credit card at a time can be stored on your profile.Few readers