CPMS Wiki

ContactsLaw Management tab

In ContactsLaw, the management tab is located on The Practice and Subsidiary company tabs. It houses most of the company-wide settings, policies, billing options and accounting templates. Access is restricted by permissions, with the practice manager being responsible for most areas within.

The management tab is broken down into the following views (a subset of which are available to subsidiary companies):

Practice policies - Configure accounting periods, tax rates, default payroll settings, transaction authority levels, default billing options, scales and profile fields.
Activities - Manage activities and workflows.
Creditors - Maintain the list of creditor contacts, configure terms and payment methods.
Fixed charges - Manage the list of fixed charge types that can be used within the company.
Disbursements - Manage the list of disbursement journal types that can be used within the company.
Direct debits - Manage the list of direct debit templates that can be used within the company.
Scheduled tasks - Configure scheduled tasks that will be performed by the ContactsLaw Daemon.
System settings - Configure environmental and/or one-off settings relating to your installation of ContactsLaw.

Additionally, you can import address field data into ContactsLaw from this screen.