Settings
Yes. There are 10 invoice templates you can choose from under Settings>Invoice & Expense>Invoice template. If you want the descrip...
Fri, 1 Feb, 2019 at 3:45 PM
The System Settings area is reached by clicking on Settings in the left navigation menu This area consists of: Dashboard Customization (Coming Soon...
Fri, 19 Apr, 2019 at 9:31 AM
Yes. You can use various criteria to create the system generated case number according to your preferences. This video goes through the customization p...
Fri, 19 Apr, 2019 at 9:57 AM
The Subject Type is most likely not associated with that particular type of case. This is easy to resolve. Check to see if the subject type that is not...
Fri, 28 Jun, 2019 at 11:34 AM
Yes. You can also add your company letterhead and footer to any CROSStrax Template. Click on Settings and go to the Investigator Reports section Cli...
Mon, 22 Apr, 2019 at 10:34 AM
Click on Settings Locate the Users & Security section Click on the last item in the section which is Roles and Access Check out this video for de...
Wed, 24 Apr, 2019 at 3:22 PM
This video tutorial is a compilation of 3 separate videos. Links to the individual videos are below If you would like to watch all the videos at once, ...
Thu, 2 May, 2019 at 7:48 AM
This tutorial provides information on the following topics: Setup of Invoice Items (services and rates you charge the client for) Setup of Expense Items ...
Fri, 21 Jun, 2019 at 11:21 AM
If you work cases where you could have multiple subjects, this video will be helpful. The following is covered in this video: Adding and Editing Subje...
Fri, 28 Jun, 2019 at 2:19 PM
No. You can link the client in CROSStrax to any client you want in your QuickBooks account.
Wed, 10 Jul, 2019 at 3:03 PM