Drive Documentation
Menu
Dashboards
Dashboard Widgets
Create Dashboard Page
Edit Dashboard Page
Re-order Dashboard Pages
Dashboard Setup
Recurring Activities
Create Recurring Activity
Edit Recurring Activity
Payments
Trust Payments
Supplier Payments
G/L Payments
Non-taxable Payment
Billing Runs
Create Billing Run
Edit Billing Run
Bank Imports
Create Bank Import (OFX)
Create Bank Import (CSV)
Edit Bank Import
Approve Bank Import
Client Invoices
Create Client Invoice
Client Invoice Detail View
Client Invoice Allocations View
Client Invoice Communications View
Client Invoice Audit View
Journal Batches
Create a new Journal
Save, Approve, Print, Reset entry dates/descriptions and Delete
Reverse, Print, Copy
Accounts
Create
View
AML (FICA)
Matter Notes
Create Matter Note
Edit Matter Note
Delete Note
Search Notes
Matter History
Using the History Function
Global Actions
Capture Activity
Capture Note
Timers
Search
Drive Revenue
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