Click Accounting > General.

Enter or select your Lock Period Date.

This will be the earliest date where office transactions can be entered. Setting this date will prevent you from entering any office transactions outside of the lock period, so they don't transfer to your general ledger. This will be used at the end of the financial period.

Enter or select the current Financial Year Start Date.

This is the date your accounting system and your general ledger roll over to the new financial year.

If using Xero, you can tick the checkbox to Group General Journal Items.

Tick the General Ledger Auto Export checkbox if you wish to enable automatic export of your general ledger journals to your accounting application.

If you enable the automatic export of your general ledger journals, regularly check your General Ledger Link to ensure that all journals are in your accounting application.

Tick the checkbox to Use Asterisks on Trust Cheque Printouts.

If you wish to skip the Payment Type Details screen after selecting a Payment Type, untick the Enforce Payment Type Details checkbox.

Enter a value into either the Within amount or Within percent fields.

For information on Fee Estimate Warnings, please see our article here.

A time entry is made against a matter for time that was spent on work for a client. Time entries are based on an hourly rate and billable units. The default and most commonly used unit is 6 minutes. You can change the default time recording unit to be a value between 1 and 60.

Select the default Minutes per Billing Unit for the firm from the drop-down list.

 When running Apply Activity Code on a time or fee entry, tick the checkboxes to also have the following fields update:

• Apply New Tax Status
• Apply New Fee Code/Staff Rate
• Apply New Description

Click Save.

Click Accounting > Reports.

Enter your custom aging periods in ascending order.

Enter or select a new date for the Trust Account Last EOM.

Click Save.

Click Accounting > Payment Types.

Click New Payment Type and select a type.

Enter the Full Name.

Tick the checkboxes, if the payment type is an Auto EFT No. (an automatic numbering system) and/or Needs Banking (included in a bank deposit slip).

If the selected payment type is a cheque, enter the number of clearance days i.e. A personal cheque may require five working days and a bank cheque may require three working days to clear.

Select the Payment Type.

Click Save.

Once you've added the payment type, it will become available as a payment type when creating either a payment or receipt.

Select any of the Payment Types you wish to edit.

The Edit Payment Type window will open.

Choose the fields you would like to edit and make your changes.

Click Save.

Click Accounting > Auto Completion Text.

Click New Auto Completion.

Select the Type from the drop down list.

Enter the Description.

This is the exact content that will be used for the auto complete text.

Click Save.

Click Accounting > Transaction Numbering.

Enter the last number for each accounting entry required.

For example, if the Last Invoice No. used is 16, then the Next Invoice Number when generated will be 17.

Click Save.

For other numbers such as Last Cheque No. please see our article here.

Click Accounting > Billing Categories.

Click New Billing Category.

Enter the Billing Category Name.

Click Save.