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ContactsLaw
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The following articles are step-by-step guides to performing common tasks in
ContactsLaw
:
Accounting
How to set up ABA export for payments
How to post a debtor adjustment to capture missing GST
How to fix common trust accounting errors
Contacts
How to import contacts from a spreadsheet
Documents
How to create document templates
How to create PDF templates
How to insert tabular data into a document template
How to define optional sections in document templates
How to pass information between document workflow steps
Management
How to set up a new workflow activity
How to configure an aggregation workflow
How to set up a subsidiary company
How to set up payroll
How to delete a workgroup
Payroll
How to handle common payroll scenarios
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