Knowledge Base
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Watch the steps. (00:51 Secs) Or, follow the steps below: Logon to LegalXGen Go to Manage >> Contacts Search for any Contact on which you wish to post Notes/ Comments. Click on the Contact Name to View the details. On Contact Dashboard you’ll see a tab ‘Notes’ Click on it. . . . Read more
Watch the steps. (00:44 Secs) Also, You can follow the below screenshot by using the steps- Login to Legalxgen Click on Matter Click on the Bulk Action Click on the Resources Resource window will be displayed. Select Assign By Team + Practice Area. Click on +Assign Button. This will list . . . Read more
Watch the steps. (00:50 Secs)Watch the steps. (00:50 Secs) Or, follow the steps 1.logon to Legalxgen.com 2.click on Timesheet>>view timesheet 3.Select timesheets that you want move from one matter to another 4.click on Bluck Edit 5.click on change field 6.Select matter to move timesheet 7.click on save,You are done . . . . Read more
Login to Legalxgen Go to Application Settings (Click on your profile name on the top right) Click on the tab ‘Timesheet‘ In the ‘Timesheet Settings‘ panel locate the switch ‘Timesheet Completion Reminder‘. That’s it!! You may Turn it On/ Off.
Login to Legalxgen Go to Timesheet >> View Timesheet Enter the Invoice No, which you want to verify if the time entries are tagged or not. You may change the period to ‘Any Period‘ All the invoices tagged in particular should be listed below.
Watch the steps. (0:42 Secs) Or, follow the steps below: Logon to Legalxgen Go to Manage >> Users Search/ identify the users whose access rights you wish to update. Select the users by ticking the checkboxes. On the top right you’ll see ‘Bulk Update’ button. Click on it. In the . . . Read more
Watch the steps. (0:45 Secs) Or, follow the steps below: Login to Legalxgen Go to Matters Select the list of matters on which you wish to apply rates from the Pricing Group. Click on the ‘Assign Rate’ icon on the top. A window will appear. Select the pricing group you wish . . . Read more
Watch the steps. (0:33 Secs) Or, follow the steps below: Logon to Legalxgen Go to Application Settings >> Timesheet Locate the panel ‘Pricing Group’ You’ll see a button ‘New Pricing Group’. Click on it. Click on it To Assign the resource, click on gear icon. Search for the resource, Enter . . . Read more
Login to E-Invoice Web Portal at https://einvoice1.gst.gov.in/ Click on Login and enter your Username and Password You will be open to the dashboard of the system. Click on User Credentials under API Registration. Click on Create API User. An OTP will be sent to your registered mobile Number. Enter the . . . Read more
Watch the steps. (0:33 Secs) Or, follow the steps below: Logon to Legalxgen Go to Accounts >> Invoices Identify the invoice that you want to Sync on e-Invoicing portal Go to extreme right column (Action Column) You’ll see an option E-Invoice Click on it In the Window Select the Category . . . Read more