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+354 546 8000
Knowledge base
Firmbeat
First steps
8
Add your first client
Add your first matter
Add your first time entry
Your user details
Your Company Details
View all 8
Revenue
11
Graphical Time Entries
Adding time entries
Adding travel
Adding products
Pricing overview
View all 11
Expenses
2
Add expenses
Deleting expenses
Matters
14
What is a matter?
Create matter
Import matters
Matter templates
Deleting a matter
View all 14
Clients
6
Create a client
Create a foreign client
Create new contact
Import clients
Special prices for a client
View all 6
Search
3
Universal search
Search in tables
Search within a matter
Invoicing
5
Tax setup
Exclude matters from billing
Currencies
Invoicing in different currencies
See total outstanding balance
User management
4
Adding users
User roles
Change your password
Adding a profile picture
Events
4
What is an event?
Sync events with other calendar apps
Event vs. Task
Adding an event
Tasks
2
What is a task?
Adding a task
Reports
5
Reports
Visual reports
Work report for a matter
Work report for a client
Export tables as an Excel document
Service portal
5
What is the service portal?
Adding users to the service portal
Setup of custom URL
Button for the service portal on your website
Service portal branding
Subscription management
1
Payments
Integrations
1
Outlook integration
Security and Data Protection
0