How to set up Quill integration
This guide will look at how to set up your Quill integration. HOW TO SET UP QUILL ACCESS Click Setup Then Accounts & Finances […]
How to Save a Quote as a PDF
This guide will look at how to download a quote as a PDF so that you can attached it (or multiple PDFs) to an email. How […]
How to revoke Quill access
This guide will look at how to revoke your Quill integration. HOW TO REVOKE QUILL ACCESS Click Setup Then Accounts & Finances Then […]
How to Log Hours in Hoowla
This guide will look at how to use Billables in Hoowla. There are a few ways within Hoowla that you are able to log time. You […]
How to Switch On the Timer to Log Hours
This guide will look at how to switch on the timer to log hours as part of the time recording function in Hoowla. How to […]
What does my client see when they are asked to upload ID?
This guide will help you understand what the client experiences when they log in and are prompted to upload their ID. Please note: If you have […]
How do I prompt my client to upload ID through their portal?
This guide will look at how you can automatically prompt a client to upload their ID through the client portal. Once the setting has been activated […]
How to Find Saved Reconcile Reports
This guide will look at how to find your saved reconcile reports in Hoowla. HOW TO FIND SAVED RECONCILE REPORTS Click on Accounts Then […]
Understanding the Case List Screen
This guide will take an overall view of the case list screen and explain what the different icons mean. Understanding the Case List Screen Click […]
Ordering a bankruptcy official search (K16)
This guide will look at how to order a Bankruptcy Official search (K16) using Hoowla’s Land Registry integration. Please note: In order to use this service you […]