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How to setup the leave management?

Follow the steps below to leverage the Leave Management Module of LegalXGen Create/Define ‘Leave Type(s)’ applicable to the firm (view ) Type of Leave No. Of Leave (per cal year) Personal Leave 23 Sick Leave 5 Maternity Leave 90 … … Name and numbers can be defined as per firm’s . . . Read more

How to filter/export invoices?

Logon to your LegalXGen Account Go to Accounts  Invoices You’ll be redirected to a view where may see all your earlier created invoices. (By default last two month’s invoices are fetched/ shown) You may see some standard filters on the top. Apply the necessary filter, i.e. Filter By Client, Matter, . . . Read more

How to upload offline invoice?

Logon to your LegalXGen Account Go to Accounts  Invoices You’ll see all your earlier created invoice listed over here. Identify the invoice for which you wish to upload the offline invoice. You may choose the relevant filter. Go to the extreme right column ‘Action‘ of the desired invoice (for which . . . Read more

How to install LxSync?

Download LxSync setup from the following url. Downlad Setup From the download location locate the file ‘setup.exe‘ right click on it, click on the option ‘Install‘ to begin the installation.

How do I view the team members reporting to me?

Logon to your LegalXGen Account On the top right, click on the ‘Down Arrow Icon‘ present next to your profile name. You’ll see an option ‘Profile‘ click on it. On your profile page scroll down to the panel ‘Reportees‘, you’ll see the list of people reporting to you.

How to edit/delete any Vendor Invoice?

Logon to your LegalXGen Account Go to Accounts Vendor Invoices You’ll see all the vendor invoices listed over here. You may apply appropriate filter to search your invoice. Locate the invoice you wish to edit/delete. Click on the option ‘Action‘ present in the last column. You’ll see option(s) ‘Edit‘/ ‘Delete‘. . . . Read more

How to approve or reject any Vendor Invoice?

Logon to your LegalXGen Account Go to Accounts  Vendor Payments. You’ll be redirected to a view where all the vendor invoices are listed. Locate/Identify the invoice you wish to ‘Approve‘ or ‘Reject‘. Click on the ‘Action’ column present in the last column. You’ll see an option ‘Approval Action‘, click the . . . Read more