Wise Owl Legal has a few handy tips to ensure you get the most out of the software, in order to maximise the productivity within your business!
- Where possible use keyboard shortcuts
- Control the number of tabs open as to not get lost….
How we suggest you run WOL browsers:
- Have a browser solely dedicated to WOL to avoid cluttering with other webpages
- Only have tabs open if they are needed
- When completing a bank reconciliation:
- First open up a new tab with the trust register
- If opening up separate tabs for adjustments and/or to view transactions, close the tab once finished to avoid cluttering up the browseWhen reading large reports
- When reading large reports on screen instead of scrolling, use the space bar to move the page one frame down. To move one frame up, use Shift + Spacebar. Use CTRL + F to find an amount or name within the report.