All training video locations are listed here for your perusal. Please click on the title of the video you need help with and it will open the relevant video in YouTube.
Training video links are also included in the relevant help topic and on the FAQ pages. Click here to go to QuickVids.
Should you wish to see a training video that is not listed here, please use the Contact HelpDesk aeroplane from your OWL Database.
Accessing the upgraded Help Pages (May 2022)
An Overview of the Wise Owl Legal Settlement Calculator
Short Overview of Document Templates available
How to re-generate the 2FA code
How to Create and Edit a Contact
How to Create and Edit a Matter
How to enter a Matter to Matter Transfer
How to Reverse or Cancel a Trust Cheque (And which one should be used)
How to enter Time Records / How to record time / How to Enter fixed fees
How to enter a Recovery Record
How to enter Disbursements / Client Outlays
How to enter a General Receipt
How to enter an Adjustment Note
How to reconcile Debtors between OWL and QuickBooks Online
- Link to Reconciliation spreadsheet (right click and open in new tab)
Document Module - Quick View of Back End
Document Module - How to create a new document from a template
How to enter a Trust to General Transfer
How to send a PDF Invoice from the OWL via email
How to send a word document from Wise Owl as a PDF on email