Setup

Everything you need to get things up and running smoothly the first time with Curo365.

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19 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.
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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.
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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
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Written by Matthew Jones
Updated yesterday

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.
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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.
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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
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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.
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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
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Written by Matthew Jones
Updated over a week ago

Creating Rates

A guide to creating Rates that will be used in future Billings.
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Written by Matthew Jones
Updated yesterday

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
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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
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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
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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.
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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.
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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.
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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
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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.
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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.
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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.
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Written by Matthew Jones
Updated over a week ago