Curo365

A feature that allows you to remove charges from Invoices, as well as move them to other Invoices or other Matters.

Remove From Invoice

A short Guide showing where to set a discount that applies on all Invoices to this specific Matter.

Matter-Level Discounts

A single Invoice containing all information from all invoices related to all or some of a client’s matters.

Consolidated Invoices

An Entity that allows us to pre-create Time Entries with hours and Amounts that can be quickly used during Billing.

Time Entry Types

An explanation on how to add additional Invoice Recipients on the Matter level.

Additional Invoice Recipients

A guide to setting a User’s information for LEDEs Invoicing, as well fields required for LEDEs Invoices.

LEDEs Invoicing Setup

A guide to enabling and utilizing taxes incurred on certain Matter Expenses.

Matter Expense Taxes

A guide to setting the Operating Balance to display on your Invoice

Operating Balances on Invoices

A Guide showing you how the Split Invoicing feature works on the Matter Entity

Split Invoicing

A short Guide to setting the Invoice Format on a Matter and what this means for generating Invoices.

Invoice Formats

A more specified Configuration for handling how your Disbursements and Matter Expenses are processed in Curo365 and Business Central.

Payment Method Sync Configuration

A short guide explaining how to put a Matter’s Invoicing cycle on hold.

Hold Matter Invoicing

A guide on taking an approved, generated Invoice, and making changes to it.

Revising an Invoice

A guide to how the Apply Retainer function works on an Invoice level and what is paid in what order.

Apply Retainer

A guide to Voiding a Invoice that’s already been fully Posted/Completed.

Voiding an Invoice

A guide to Posting Payments and Deposits, as well as Paying Expenses and creating Disbursements, in Outside Financial Software.

Posting to an Outside Financial Software

A Guide to setting Fees that will apply to all Invoices created from a specific Business Center.

Administrative Fees

A guide to Transferring funds from one Matter or one Account to another.

Matter and Account Transfers

A guide for completing a Flat Fee service and an explanation of the resulted calculated rates.

Completing Flat Fee Services

Creating and billing flat fee services on a given matter.

Flat Fee Services

A short guide for creating Batch Transfers and their use.

Batch Transfers

A short Guide for finding the Auto Allocation option on Payments.

Auto Allocation Execution

This guide will show you two different ways to Invoice time to a submitted flat fee service.

Time Entries on a Flat Fee Service

A Guide to setting, using and manipulating Rates on the Matter level.

Rates in Matters

A guide for how to put funds into, use and take funds out of Operating Accounts.

Operating Overage Accounts/Operating Balances

A guide to previewing and generating two types of statements, as well as a short intro on how to edit the statement texts.

Statements

Two methods to creating and submitting Timed Entries items, regardless of Matter Invoicing type.

Time Entries

A guide on how to create Matter Expenses, as well as the parts of a Matter Expense.

Matter Expenses

A Guide to creating Rates Types to be used in Rates and being set in Matters.

Creating Rate Types

A guide to adding a Credit to an existing Matter

Credits

A guide to creating Discounts on an existing Invoice.

Discounts

A guide to creating Fees on an existing Invoice

Invoice Fees

A guide for Marking Up or Marking Down a Timed Entry while still keeping a record of the initial rate and time spent.

Markup/Markdown

A guide for creating and sending Disbursements.

Disbursements

How to create a Write-Off for an existing Invoices

Write-Offs

This guide will teach you how to approve and generate PDF’s and emails for submitted time entries.

Generate and Approve Invoices

A guide for showing how to create Bank Deposits and apply Payments into said Deposit.

Bank Deposits, Payments and Payment Allocations

Vaughn

Helpful articles guiding you in meeting your end-to-end accounting needs with the Curo365 and Business Central integration