Have a Question?

If you have any question you can ask below or enter what you are looking for!

How to turn On ‘Timesheet Completion Reminder’?

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.

How to Apply Pricing Group on Selected Matters?

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

How to create User Credentials under API Registration

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

How to Sync Invoice on e-Invoicing Portal?

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

How to Add Client/Invoicee Address and GST Details

Watch the steps. (01:10 Secs) Or, follow the steps below: Logon to Legalxgen Go to Manage Click on Contacts Select the client’s name to which you want to add the address Click on New Address Tab Enter the Address Type as Primary. Secondary or Address1, Address 2 etc., (By this . . . Read more

How to Setup Business Unit

Watch the steps. (00:40 Secs) Or, follow the steps below: Log on to LegalXgen Go to Application Settings – you can find it by clicking on the top right corner Profile Name Click on System Settings Tab Goto Business Unit Click on the New Business Unit button Click on Save. . . . Read more

How to Tag others on any timesheet?

Watch the steps. (00:37 Secs) Or, follow the steps below: Logon to LegalXGen Go to Timesheet Go to the time entry, that you wish to tag to other users. In the action column you’ll see an option ‘Tag This Timesheet’. Click on it In the Window Opened, search the users . . . Read more