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Setup
Setup
Everything you need to get things up and running smoothly the first time with Curo365.
20 articles in this collection
Written by
Matthew Jones
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
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
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
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
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