Getting Started
New to EvolveGo? Start here.
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Dashboards, Saving Customised Views and Full Screen Matter Cards
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Close and archive a matter
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Enhancements to Navigation Menu - From 19 April 2023
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Default Document Folders - EvolveGo
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Conflict Check
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Client/Trust Reporting - Dormant Client/Trust
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Cost Centres
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Period Date Reporting
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VAT Return
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Fee Earner Performance Reporting
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Trust Banking
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Allotments / Earmarked Funds
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Client/Trust Payments
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Client/Trust Receipts
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Client/Trust Matter to Matter Transfers
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Disbursement Codes
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Create Disbursements and Cost Recoveries
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General Ledger Disbursements
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Transfer Disbursements
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Transfer Cost Recoveries
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Managing Invoices
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Invoice Reports
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Creating and editing an Invoice
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Split Invoicing
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How do I apply Credit Notes or Client Funds to an Invoice or Disbursement?
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Office Payments
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Preparing Payments - ABA Files (AU Only)
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Prepare Payments - Cheque Printing
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Office Receipts
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Posting a General Journal
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How To: Create a New Account in the Office Journal
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How To: Create and Allocate Supplier Prepayments
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Updating EvolveGo
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How To: Record Transit Money in EvolveGo
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How To: Provide Feedback for Matter Types
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FAQ: When I log in, it says I'm not associated with an Organisation?
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FAQ: Can I show WIP on my Balance Sheet?
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FAQ: How to troubleshoot Office applications (Word, Excel, Outlook) -EvolveGo
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FAQ: Can I record time on a closed matter?
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FAQ: Why don't the Work Item Listing and Performance Reports match?