Settings

Manage user and organization settings

Click the gear icon in the left hand navigation to open settings

Account Information

Personal -> Account Information

It will default to Personal -> Account Information

On this view you can update your name, location and default hourly billing rate

Personal -> Security

Use this view to update your password

Security

Personal -> Notifications

Use this view to set up notifications for Invoices, matter creation and assignment, matter PNC time tracking, reminders and task & event assignment

Notifications

Organization -> Organization Information

Use this view to add / edit organization information such as name, website, time zone, and add a logo and locations

Organization Information

Organization -> Roles

Use this view to set Practice Roles and default rates

Roles

Organization -> Matter Roles

Use this view to set matter specific roles

Matter Roles

Organization -> Person Tags

Use this view to create tags for people

Person Tags

Organization -> Matter Categories

Use this view to create categories and sub-categories for Matters

Matter Categories

Organization -> User Management

Use this view to manage users in your organization

User Management

Organization -> Invoice Settings

Use this view to add / edit invoice settings, such as default payment terms, taxes, default invoice address, any notes you want to show on invoices and terms & conditions

Invoice Settings

Organization -> Quickbooks Integration

Use this view to configure your Quickbooks Online integration

Quickbooks Integration

Organization -> Payment Integration

Use this view to configure your Confido Payments integration

Confido Payments

Organization -> Xero Integration

Use this view to configure your Xero accounting integration

Xero Integration

Organization -> HubSpot Integration

Use this view to configure your HubSpot marketing integration

HubSpot Integration