Recent Articles
How to Bill to a Third Party in Matters.Cloud
Introduction In Matters.Cloud, third-party billing is used when you need to raise an invoice to a parent company, agent, or any other third party that differs from the client to which a matter belongs. This feature ensures that billing information, ...
Export Data from Google Drive Using Google Takeout
Introduction Google Takeout is a useful service provided by Google that allows users to export and download their data from various Google services, including Google Drive. This can be particularly helpful if you wish to transfer your data to an ...
Managing Invoice Payments in Matters.Cloud
Introduction This knowledge base article provides a comprehensive guide for managing invoice payments within the Matters.Cloud platform. It covers recording new payments, deleting payments, and creating invoice write-offs. Follow these instructions ...
Creating New Document Types Within NetDocuments Via Admin Console
Introduction NetDocuments enables users to categorise documents using various profile attributes, including document types. Adding a new document type helps users organize documents more precisely according to their workflow or project requirements. ...
Using the Invoice Lock Date in Matters.Cloud
Introduction In this knowledge base article, we'll guide you through the steps of setting an invoice lock date within the platform. The invoice lock date is designed to maintain the integrity of your financial records. By setting an invoice lock ...
Popular Articles
Free 30-Day Trial: What You Need to Know
Introduction At Matters.Cloud, we offer a free 30-day trial so you can explore all the features and capabilities of our platform without any commitment. During this trial period, you have complete access to the system, allowing you to invite ...
Using the Invoice Lock Date in Matters.Cloud
Introduction In this knowledge base article, we'll guide you through the steps of setting an invoice lock date within the platform. The invoice lock date is designed to maintain the integrity of your financial records. By setting an invoice lock ...
Xero: Setting Up Your Integration
Introduction Welcome to the this introductory guide to integrating Matters.Cloud with Xero. This step-by-step tutorial is designed to help you set up a seamless connection between the two platforms, allowing for efficient data synchronisation and ...
How To Create A Client?
Introduction Clients in Matters.Cloud serve as a central point of reference for managing various legal processes, from matters to invoices, receipts, and related contacts. Properly setting up and associating clients with these entities is crucial for ...
FreeAgent: Setting Up Your Integration
Introduction Welcome to the this introductory guide to integrating Matters.Cloud with FreeAgent. This step-by-step tutorial is designed to help you set up a seamless connection between the two platforms, allowing for efficient data synchronisation ...