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Reporting Dimension - Matter Level - Areas of Practice Level, Group and Class -
Bank Accounts - How to manage a Bank Institution change -
Cheques - How to set up cheque number range per firm -
Cheque - Setting-up Printer and Printer Tray(s) -
Client and Matter - Create a reusable team -
Client & Matter Dashboard - How to customize the Basic Information section -
Contact - How to Add/Modified Party Represented Category List -
Deposits - How to set up general and/or trust deposit slips to launch on the screen at printing instead of going directly to the printer -
Deposits - How to activate the "Submit To" button for the General/Trust Deposits -
Firm - Setting up a new firm in an existing environment -
Firm - Firm Holiday Calendar -
Interfirm - Interfirm GL Account Setup -
Invoice - Setting up the member electronic signature -
Invoice - Modifying the firm coordinates appearing on Client's document -
Invoice - Setting up the Tax Registration no to Print on the Invoice -
Logos - How to Implement Logos on Client Documents and Cheques -
Matter - How to reset the Matter Numbering System -
Lawyer-Assistant Relationship in Acumin -
Member Wizard - How to Create a Member, Acumin User, and Rates -
Member - Setting-up a Member also Client or Vendor & Impact on Potential Conflict Assessments -
Member - Setting-up the "Submit to" member for Trust and General Deposits and/or Payments -
Member - User Date Settings -
Member - User Default Panel Access and Options -
Member - Activating or deactivating a member -
Member - WIP Modifications and Write-Off Limits - Use Case and Changes -
Member - Member Name Change -
Member - Budget - Hours worked and allocated fee budget -
Personalized Letter Templates - Setting up Cover Letter, Purchase and Redemption Bank Letters and Engagement Letter Templates -
Report - How to Create Aging Schemes -
Sales Tax - How to Modify an Existing Tax Rule -
Sales tax - How to create a new Vendor Invoice Policy -
Sales Tax - Sales Tax Introduction - Quick Start -
Security permission - User Administrator Rights -
Security Permission - How to grant permission to a user groups (affecting all users within the group) -
Security Permission - How to grant a permission to a specific user -
Security Permission - Use of third party invoice access in context of invoice posted status and own work standard functionality -
Security Permission - How to create a new user profile -
*Spell Checker - Not in Dictionary area is Greyed Out -
Team - How to mass update of team members at the client and matter level -
Time - Capture of time off for planned and unplanned Time Off - Vacation, Sick Days and Personal Days -
Trust - How to deactivate the Trust Administrative Fee (TAF) option -
Trust - Configuring TAF Automation for BC Law Society Compliance -
Trust - New TAF Process for prior versions for BC Law Society Compliance -
Upload - Journal Entry Electronic Uploads - Quick Start -
Upload - Disbursement Upload Template in Excel - Setup and Import Steps -
Upload - Access and Use the Time Upload Template -
User Default - Print List View to Excel -
User Defaults - Auto perform Spell Check at posting -
User Profile - How to Modify the User Name Field When Active Directory User is Already Assigned in Acumin -
Vendors - How to create a new vendor with the Vendor Wizard