MONESQ Plus

Getting Started

• MONESQ Plus sign-up checklist
• Signing Up for a MONE$Q Plus & Linking Bank Accounts (Merchant Applications)
• Getting Started with your MONE$Q Plus Account
• Setting up a merchant account

Payments

• Generate a Payment Link for your Website
• Generate a Payment Button for your Website
• Cancel a Payment Plan
• Payment link for clients
• Receiving a payment to operating account
• Receiving a payment to trust account

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Matters

• Searching a matter
• Matter numbering
• Matter dashboard overview
• Files in matter
• Editing a matter
• Creating a new matter

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Invoices

• Create a multi-matter invoice
• How long does it take to process an ACH?
• Sending an invoice to an Entity Secondary contact
• Attach files to an Invoice
• Voiding an invoice
• Viewing an invoice

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Refunds

• Searching a refund
• Payment refunds

Contacts

• Contact dashboard overview
• Files added to Contact
• Importing your contacts
• Exporting client contacts
• Editing contacts
• Deleting contacts

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eSignature

• Download signed document without audit trail
• Download Audit Trail for an e-Signature document
• Download a Partially Signed e-Signature Document
• Create an eSignature document that inserts an effective date
• Creating new document for signature

Reports

• Transactions report
• Invoices report
• Contacts report

File Storage

• File Storage Overview
• Navigating in File Storage
• Filtering, Sorting & Searching for a File or Folder
• Upload a File or Folder
• Moving files and folders
• Create a Folder in File Storage

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Settings

• Personal Settings
• Two-Factor Login Verification
• Manage 3rd party payees
• Custom Data Entries- Expense Categories
• Description of Roles and Access Levels
• Privacy mode

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Trust Accounting

• Creating a Trust deposit
• Trust Account Set-up Preparation
• Trust Accounting – Initial Setup
• Transaction ledger
• Disbursements ledger
• Contact ledger

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Calendar

• Sync Microsoft Outlook Calendar with MONESQ
• Add people to task and deadline watch lists
• Syncing with Google Calendar
• Calendar overview
• Creating a new event
• Creating a new task

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Billable Activity

• View Billable Activities

Time entry

• Applying rounding rules to time entries
• Custom data entries - Time entry activities
• Viewing time entries
• Running multiple timers
• How to use the timer
• Generating an invoice with time entries

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CRM

• CRM overview
• Editing your pipeline
• Create a new Lead
• Leads Inbox
• Create calendar event with lead
• Change lead status

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Flat fees

• Viewing flat fees
• Editing a flat fee
• Deleting a flat fee
• Adding a new flat fee

Expenses

• Viewing expense entries
• Viewing additional files added to an expense
• Soft vs. hard expenses
• Editing an expense
• Deleting an expense
• Billable vs. not billable

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MONESQ integrations

• Integrating QuickBooks Online
• View QBO sync history and re-sync transactions
• Edit QBO mapping
• Integrate MONESQ with Circable
• Disconnect Circable