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 left navigation panel, click 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.
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| Default Trust Bank |
- Specify a bank to be pre-selected when you create a new matter.
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| 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
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| 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
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| 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.
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| 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.
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| 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.
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| 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.
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Check Settings Section
| Default Check Print |
- Used when you create bank transactions
- Set to manual if you do not intend to print checks from the program.
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| Default Check Style |
- Controls check format type.
- Applicable only if you plan to print checks from the program
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| 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
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| Check Print Additional Info (Trust) |
- Determines whether additional info prints on trust checks
- Applicable only if you plan to print checks from the program
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| 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
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| 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
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| Print Full State/Province Name |
- When checked, the full state or province name will display within the address on your checks.
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| 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.
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| 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.
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Trust Settings Section
| Trust Retainer Debit Payable Info |
- Default payee when trust funds are drawn to pay invoices
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| Future Dated Transaction Warning |
- Program alerts user attempting to create a future dated transaction
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Other Settings
| Default Calendar |
- Select a default calendar.
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| Receive Daily Digest Emails to all Users |
- Digests are email summaries of information such as upcoming meetings, overdue tasks, daily activities, etc.
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User Tab
| TimeZone |
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| Date Format |
- Select your date display format
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| Default Country |
- Select your default country
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| Default Calendar |
- Select your default calendar
Note: You can skip the calendar option until you review calendar integrations.
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| 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.
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