Recent Articles
How to Update the Address Used on an Invoice
Introduction Keeping your firm's address information up to date is essential to ensure that all invoices reflect the correct details. If your firm has recently moved premises or needs to amend its invoicing address, you can easily update this ...
How to Reset Your Password in Matters.Cloud
Overview If you've forgotten your password or need to reset it for any reason, you can follow the steps outlined below to reset your password in Matters.Cloud. Resetting your password will allow you to regain access to your account. Steps to Reset ...
Unable to Login: Account Locked Out in Matters.Cloud
Overview If you are unable to log in to your Matters.Cloud account and are seeing a message indicating that your account is locked, this article will guide you through the steps to resolve the issue and regain access to your account. Symptoms You are ...
Understanding the Time Write Off Process
Introduction When managing matters, there may be instances where time needs to be written off before closing a case. Matters.Cloud provides two key methods to handle this process effectively, ensuring accurate financial reporting and transparency. ...
Managing Dashboards in Matters.Cloud
Introduction Matters.Cloud dashboards are essential tools for visualising key data, tracking performance, and making informed decisions. Whether you're setting up a new dashboard, modifying an existing one, or customising it to fit your team's needs, ...
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 ...
Mover is designed to migrate data between platforms.