Eric

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Activity overview

Latest activity by Eric
  • Eric created an article,

    Google Drive Integration

    Integrating MONESQ with Google Drive allows you to upload and manage firm and client files in either location and have them be visible in both. How it works MONESQ File Storage automatically create...

  • Eric created an article,

    Syncing with Google Calendar

    Calendar Sync You can integrate your MONESQ Calendar with your Google Calendar so you always have your MONESQ events, tasks and deadlines with you. How it works Once your integration is set-up, you...

  • Eric created an article,

    Personal Settings

    MONESQ allows you to quickly access and edit your personal settings from any screen.   Changing your personal settings: Click on your profile image in the upper right corner of the screen: From th...

  • Eric created an article,

    Personal Settings

    MONESQ allows you to quickly access and edit your personal settings from any screen.   Changing your personal settings: Click on your profile image in the upper right corner of the screen: From th...

  • Eric created an article,

    Two-Factor Login Verification

    Your MONESQ account allows you to activate two-factor authentication when logging into your account.  When activated, every time you log in to your account, you will be asked to verify your identit...

  • Eric created an article,

    Two-Factor Login Verification

    Your MONESQ account allows you to activate two-factor authentication when logging into your account.  When activated, every time you log in to your account, you will be asked to verify your identit...

  • Eric created an article,

    Generating disbursements from trust & printing checks

    It is often necessary to issue disbursements from your trust account.  Your MONESQ Plus account allows you to issue disbursement from your trust account to your operating account, to a contact, or ...

  • Eric created an article,

    Transferring funds between trust accounts

    Sometimes it may be necessary to transfer funds from a contact level trust to any matter level trust under that contact, or visa versa - or from any matter level trust under the same contact.   MON...

  • Eric created an article,

    Creating a new deadline

    Click on the white '+' circle and select 'Deadline' from the drop-down menu:     You will be presented with the 'Deadline' tab of the new entry screen:     Populate deadline information: Subjec...

  • Eric created an article,

    Creating a new task

    Click on the white '+' circle and select 'Task' from the drop-down menu:     You will be presented with the 'Task' tab of the new entry screen:     Populate task information: Subject: Provide t...