Clerks and Team (7)

A collection of step-by-step guides and resources to help Clerks and the Team navigate and make the most out of the BarBooks application - from setup to daily usage.

CLERK | How To Create An Opportunity

Modified on Tue, 22 Jul at 8:09 PM
CLERK | How To Accept/Reject an Opportunity

Modified on Tue, 22 Jul at 8:10 PM
CLERK | How To Convert an Opportunity to a Matter

Modified on Tue, 22 Jul at 8:04 PM
CLERK | How To Create a Task

Modified on Tue, 22 Jul at 8:28 PM
CLERK | How To Create a Non-Billable Task

Modified on Tue, 22 Jul at 8:28 PM
CLERKS | How To Create An Expense (Matter Related)

Modified on Tue, 22 Jul at 8:40 PM
CLERK | How to Upload A Document To a Matter

Modified on Tue, 22 Jul at 8:43 PM