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To access appliance settings select the settings icon , (the grey cog, ) from the top menu bar. From the settings screen, select 'Appliance Settings'.
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As the settings are altered, the Monthly Budget and Annual Budget calculations automatically update. This can be useful in determining the Productive Productivity Rate.
Time
In the time drop down menu the firm can nominate how many minutes per unit.
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In Trust Accounting there are a few of the error messages that can be customised to suit individual firms. They can be particularly polite or if the firm has problems with staff not listening taking in messages then the message can be customised to this audience.
'Can Backdate Trust Receipts' is an important feature and should only be used during the set up of the firm. We strongly recommend that once the set up is complete that the settings are changed so that trust receipts cannot be cannot be backdated.
talk about ref numbers
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If your firm does not have express permission in writing to use EFT transfers, do not tick this box.
General
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Users And Access Rights
This section provides an overview of all users within the firm's Wise Owl Legal database.
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