Time and Billing with Filevine Invoices
Trust Accounting with Project Funds
- Trust Accounting with Project Funds
- Using the Finance Connect Dashboard & Project Funds on contingency projects
- Disbursements Feature Walkthrough
- Walkthrough of Disbursements Feature
- Adding opening balance to project funds manually
- Configuration details needed for Disbursements or QuickBooks Accounting
Expenses
- Walkthrough of Expense Request Features
- Expense Request: Billing Codes
- Expense Request: QuickBooks Classes Sync
- Expense Request: Multiple Credit Cards
- Grouping Bills for One Payment using QuickBooks Billpay
- How to: Finance Connect Expense Request - Soft Cost Collection Report
QuickBooks Balances (AKA QuickBooks Accounting)
- Walkthrough of Case Costs Functionality
- Walk through of Trust Account functionality
- Finance Connect: Syncing Case Cost and Trust from Multiple QuickBooks Accounts
- Using Expensify and other 3rd party accounting tools
- How to Use Journal Entries in QuickBooks Online for Opening Balances
- Trust Balance by Customer Report in QuickBooks
Time & Billing Core Functionality in Filevine
Filevine Payments
- Filevine Payments: minimum setup for Finance Connect
- Filevine Payments - Manually Add A Bank Account
- Filevine Payments - Can both links go to my trust account?
- Filevine Payments - Key Billing Settings
- Filevine Payments - Requesting a Payment 3 Ways
- Filevine Payments - Interface Review
Additional Resources
- Activating a Filevine Integration & Creating a Service Account + PAT
- Granting Tenant Admin Access in Filevine
- Contingency Workflow in Filevine with Finance Connect
- Adding the Vineskills user to Filevine & Granting Tenant Admin
- QuickBooks Customer Reporting
- Filevine Integration User
Time and Billing with QuickBooks Invoices
- Time & Billing with QuickBooks Payments
- Walk through of Trust Account functionality (Time & Billing)
- Applying Trust/Retainer Amounts Against an Invoice Manually
- Walk through of Auto-apply trust feature
- Client Matter ID automatic push to QuickBooks Online invoice
- Transferring a trust/retainer balance between matters