Firm Settings |
Canadian users designate their province and configure province-specific settings when starting their application trial. The region-specific accounting rules will automatically apply and can be disabled.
If your firm practices in more than one province in Canada, you can enable per-matter province and tax settings. This allows you to override the firm selected province at matter level.
Under Setup > Firm Settings > Regional, you can review or change the default settings for handling Trust Admin Fees (TAFs).
Under Setup > Firm Settings > Regional, you can review or change the default settings for handling Transaction Levies.