My Settings

The My Settings area is unique for each user and includes common user-specific settings. Once the admin assigns these settings, each firm user can log into their account to review the suggested settings.

Access My Settings

To access My Settings:

From the toolbar, click your Profile icon.
From the drop-down, select Setup.
From the Setup left navigation, click My Settings.
The My Settings screen opens, displaying tabs atop the screen.

Note: Your system access is based on your assigned user permissions, so your setup area access may or may not be identical to other users in the firm.

Wherever you see a tooltip icon (question mark), you can hover over it for onscreen descriptions.

My Preferences Tab

Default Operating Bank	Specify a bank to be pre-selected for all operating transactions.
Default Trust Bank	Specify a bank to be pre-selected when you create a new matter.
Invoice Payment Screen Behavior	Defaults to Return to Pay Invoices Screen Set to Close After Saving if you wish it to close after recording a payment
Default Timekeeper	Specify a default timekeeper to be pre-selected when you enter time and expenses. Will not affect other firm users Can select another timekeeper from the list
Default Matter Owner	Select a default matter owner to be pre-selected when you create a matter. Will not affect other firm users Can select another matter owner from the list
Use Client Name	Determines how the client's name displays onscreen Default original name format is John Smith. Default display name format is Smith, John.
Print Client Name	Determines how the client's name prints on reports Default original name format is John Smith. Default display name format is Smith, John.
Unbilled Entries/Matters Through	Default is Set based on billing cycle. Determines the include time/expense entries till date when you generate a new invoice.
Send Email When Task is Completed	This defaults to Use Firm Default. You can choose to override Firm Default by choosing Yes/No from the drop-down.

Check Settings Section

This feature is available in the Pro plan. For details, see Compare All Plans.

Default Check Print	Used when you create bank transactions Set to manual if you do not intend to print checks from the program.
Default Check Style	Controls check format type. Applicable only if you plan to print checks from the program
Check Print Additional Info (Operating/General)	Determines whether payee's full address prints on checks. Applicable only if you plan to print checks from the program
Check Print Additional Info (Trust)	Determines whether additional info prints on trust checks Applicable only if you plan to print checks from the program
Check Print Sub-Account Location	Determines where the sub-account number prints on the check. Applicable only if you specified a bank provided sub-account number when creating the matter
Check Print Memo2 on Stub2	Determines whether Memo2 (normally used only for internal notes) displays on the last stub of printed checks Applicable only if you plan to print checks from the program
Print Full State/Province Name	When checked, the full state or province name will display within the address on your checks.
Font Size	Select a Check template format from font sizes 9 to 12. The selected font size will apply only to the check and not the stub.
Check Print Offset	To accommodate various printers, we provide an offset setting. Value must stay between 0 and 2. If the text is too high, increase this number. If the text is too low, decrease this number.

Trust Settings Section

Trust Retainer Debit Payable Info	Default payee when trust funds are drawn to pay invoices
Future Dated Transaction Warning	Program alerts user attempting to create a future dated transaction

Other Settings

Include items in Deposit Slip Reports	The Use firm preferences box is checked by default. Uncheck if you wish to include or exclude any fields. Check the fields (client name, matter name, matter file number) you would like to display in Deposit Slip and Deposit Summary report
Default Calendar	Select a default calendar.
Receive Daily Digest Emails to all Users	Digests are email summaries of information such as upcoming meetings, overdue tasks, daily activities, etc.

User Tab

TimeZone	Set your time zone
Date Format	Select your date display format
Default Country	Select your default country
Default Calendar	Select your default calendar Note: You can skip the calendar option until you review calendar integrations.
SMS Integration	If your firm has enabled SMS integration, click the toggle button to turn the setting on. Note: Users in a restricted role do not have the ability to use this toggle.

Security Tab

Inactivity Timeout in Minutes Two-Factor Authentication	Select the period of inactivity after which the application will automatically sign you out. If the toggle button beside One-Time Passcode via SMS is on, your firm administrator has enabled this application. Contact your firm administrator if you wish to make any changes.