15 articles
Overview Text templates automatically populate narration in various sections of the system, saving time and ensuring consistent wording. Templates can be used for: Client/Trust Payments and R...
Overview Custom Fields allow your firm to capture additional information that is not available in the system’s standard fields. They can be applied to: Matters Contacts (Clients/Entities) In...
Overview Branches are used to separate and report on different business units or office locations. They allow firms to segment matter ownership and financial reporting, making them particularly u...
Overview The Firm Selection screen has been enhanced to improve usability where users have access to multiple firms and invitations. Improvements include: Search functionality Tabbed navigati...
Efimis is an interactive web application. The web pages you visit are a mix of static and interactive content. Web applications depend on a reliable broadband connection with bandwidth suitable f...
Re-installing can fix a number of different issues. To re-install, please follow the steps below. Note 1. You may be prompted to log back in after the re-installation, so make sure you know y...
Overview Budget Sets allow firms to plan, manage, and monitor expected income and expenses over a defined period. They form the foundation of financial forecasting, and management reporting. A B...
Overview Financial Years and Periods define the accounting periods relevant to your region. These settings are used throughout the system and will appear as filters across various accounting and ...
Overview Payment methods define how payments are received and processed within the system. They allow firms to manage different payment channels such as cash, EFT, credit card etc. Setting up Pa...
Overview Posting Templates allow you to save and reuse commonly used transaction setups, improving efficiency and consistency when entering financial data. Templates can be created and applied a...
Overview Activities define the type of work being performed on a matter. They are used to categorise time entries and itemised work, ensuring accurate billing, reporting, and application of activ...
Overview This guide is designed to help new users navigate and use the system effectively. Not all tabs are available to every user, as access is permission-based. If you have full permissions ...
Overview In this guide we provide an overview of the Dashboards available and explain what each widget displays and how they may be customisable. We also provide instructions on how you can save...
Overview Custom Views allow you to tailor how information is displayed across the system, making it easier to find and work with the data you need. You can: Save your preferred views. Set a ...
Overview Setting up a new user in Efimis requires following a series of steps across both the Desktop application and Billing system to ensure proper access and permissions. Under no circumstanc...