Knowledge Base
Matters.Cloud
Matters.Cloud
Recent Articles
Updating Matters.Cloud for Microsoft Outlook
Introduction The Matters.Cloud Outlook add-in is designed to update automatically for most new features, however in certain situations where a major new feature is released that creates a new entry point (button / menu item) within Outlook, the ...How Do I Close A Matter?
Step 1: Open Matter Open the Matter you wish to close by clicking on Matters from the left hand menu and clicking on the Matter name. Step 2: Edit Matter Edit the Matter by clicking on the Edit button located on the top left of the Matter profile ...Installing Matters.Cloud for Microsoft Outlook
Introduction The Matters.Cloud Outlook add-in provides an easy way for users to save their emails to Matters.Cloud directly within Outlook and to (optionally) record time as part of the process. In this article, we will guide you on how to install ...Dashboards: Tile List
Introduction Matters.Cloud includes the ability to create tailored dashboards that provide real-time data and insights into various aspects of your practice. In this knowledge base article, we provide a comprehensive list of the tiles available for ...NetDocuments: What Data Fields Do You Sync?
Overview The following data is included within the integration: Data Fields: Clients The following data is exported to NetDocuments: client.client_code client.client_key client.name (contact = first name + last name, organization = name) ...
Popular Articles
How Long Is The Free Trial Period?
Answer matters.Cloud offers a free 30 day trial. During this period you are free to invite additional users and use all system capabilities. On completion of the 30 day trial period, your account will become inactive and then automatically deleted ...What Type of Rates are Supported for Time Entry?
Overview Matters.Cloud provides support for multiple rate levels to support different billing arrangements. Rate Types The following types of rates are available: User User rates are the default rate that Matters.Cloud will apply to time ...Xero: Setting Up Your Integration
Overview The Matters.Cloud + Xero integration is available to all Xero subscribers and allows users to: Export Clients from Matters.Cloud to Xero. Export Invoices from Matters.Cloud to Xero. Import Receipts from Xero into Matters.Cloud Connecting ...How To Create A Client?
Overview Clients are to be used whenever you want to associate a matter, invoice, receipt or trust account transaction. Each client record is linked to either an organization or contact record and is automatically assigned a unique client code. ...FreeAgent: Setting Up Your Integration
Overview The Matters.Cloud + FreeAgent integration is available to all FreeAgent subscribers and allows users to: Export Clients from Matters.Cloud to FreeAgent. Export Matters from Matters.Cloud to FreeAgent. Export Invoices & Credit Notes ...