Setup
Everything you need to get up and running smoothly in Curo365.
SharePoint Customizations and Version History
Adding a Resource Type – Alternate Method
The Curo365 Configuration
Creating and Applying Interest Fees to Overdue Invoices
Creating Resource Types
Adding/Updating a Logo for your Invoice PDF’s
Automatically Add Retainer Replenishment Requests
Configuring the Dynamics365/Curo365 Outlook App
Matter Expense Types
Adding a New User to your Curo365 Environment
Configuring Security Roles
Creating Rates
Creating New or Configuring Existing Financial Accounts
Creating Disbursement Types
Creating Payment Allocation Types
Configuring your Business Center
Adding a New User to a Business Center
Setting and Using an Email Signature
General Personalizations
Creating Flat Fee Service Types
Creating Appointment Types
Creating a New Matter Type