Setup

First-Time Search Setup

This guide will show you how to configure your search options to have the greatest flexibility.

Written by Matthew Jones
Updated over a week ago

Billing Time Periods

A Guide to creating them, an explanation on what they’re for, and some info on updating them during new financial periods.

Written by Matthew Jones
Updated over a week ago

Creating and Applying Interest Fees to Overdue Bills

A guide to creating Interest Rates in your Business Center and then applying them on the Matter level to new, overdue Bills.

Written by Matthew Jones
Updated over a week ago

Creating Resource Types

How to create a Resource Type to later be used in the creation of Rates

Written by Matthew Jones
Updated over a week ago

Automatically Add Retainer Replenishment Requests

A guide to where to find your current Retainer balance and how to include a Retainer Replenishment charge to a Bill.

Written by Matthew Jones
Updated over a week ago

Adding/Updating a Logo for your Billing PDF’s

A quick Guide to setting the logo that will appear on your Bill PDF’s

Written by Matthew Jones
Updated over a week ago

Configuring the Dynamics365/Curo365 Outlook Plugin

Setting the plugin which will allow your Outlook App to link with Curo365 and provide a variety of new features and benefits.

Written by Matthew Jones
Updated over a week ago

Creating Matter Cost Types

A guide to creating Matter Cost Types to be used in charging Matter Costs

Written by Matthew Jones
Updated over a week ago

Adding a New User to your Curo365 Environment

A guide for adding new Users to Curo365 and giving them access to the correct portions of the Environment.

Written by Matthew Jones
Updated over a week ago

Configuring Users

How to add Resource Types and give access permissions to Users in your firm

Written by Matthew Jones
Updated over a week ago

Creating Rates

A guide to creating Rates that will be used in future Billings.

Written by Matthew Jones
Updated over a week ago

Creating New or Configuring Existing Financial Accounts

A guide to creating Financial Accounts to be used in Business Centers, Business Central and the Finances of Curo365

Written by Matthew Jones
Updated over a week ago

Creating Disbursement Types

A guide to creating Disbursement Types to be used in Business Centers, Business Central and firm finances

Written by Matthew Jones
Updated over a week ago

Creating Payment Allocation Types

A guide to creating Allocation Types to be used in Business Centers, Business Central and firm finances

Written by Matthew Jones
Updated over a week ago

Configuring your Business Center

A guide to setting Users, Approvals and the various Accounts required to have a functional Business Center.

Written by Matthew Jones
Updated over a week ago

Adding a New User to a Business Center

How to add a new user to a business center.

Written by Matthew Jones
Updated over a week ago

Setting and Using an Email Signature

This guide will show you how to set and select an email signature for emailing with Curo365.

Written by Matthew Jones
Updated over a week ago

General Personalizations

How to change your landing page, limit or increase the number of records/results shown in a list by default, and how to change time zones

Written by Matthew Jones
Updated over a week ago

Creating Flat Fee Service Types

How to Create Flat Fee Service Types to be used on all future Matters.

Written by Matthew Jones
Updated over a week ago

Creating Appointment Types

How to find and create Appointment Types in Curo365 to be used later within Matters or with Contacts.

Written by Matthew Jones
Updated over a week ago

Creating a New Matter Type

How to create a new Matter Template, name it and have it ready for use on future Matters.

Written by Matthew Jones
Updated over a week ago