Settings & Customization
API
Security
User Settings
Configuring Billing Settings
- NACHA Compliant ACH Vendor Payment Setup Guide
- How to bill for only fees or expenses?
- How to add an exception to a rate table?
- How to Set a Default Rate Table
- Bill Template Planning and Tips
- Bill/Invoice Template Editor
Web Version Customization
- Setting Records Inactive and Active
- Item Manager in the Web
- Customizing Grid Columns On Record Lists
- Turning Related Items into Individual Tabs
- Centerbase Item Types
- Unable to Save Form Layouts on Items
System Settings
- Changing Matter Folder Names After They're Generated
- Configuring the Navigation Bar
- How to Grant Access to System Settings
- Consolidated Bill Web Copy
- User Profiles
- Finding Item and Field Types for Custom Items
System Utilities
Windows Administrative Tool
- Configuring the Centerbase Mobile App
- Accessing Charts in the Admin Tool
- Auto-Naming with the Item Manager.
- Adding New Fields with the Windows Admin Tool (PC Client)
- Centerbase Administrative Tool
- Definition of Lookup Field Options