Configure Firm Settings in triConvey Companion Site Web App

Learn how to configure Billing settings for your firm to customise your experience in the triConvey Companion Site Web App.

Table of Contents

• How to access Firm Settings
• Edit Firm Details
• Manage staff & user permissions
• Set up activity codes
• Customise your invoices
• Customise emails sent from triConvey
• Confirm GST settings
• Manage accounts
• Connect triConvey to Xero
• Connect triConvey to MYOB
• Set up Stripe card payments

How to access Firm Settings

1.    Open the triConvey Companion Site web app and select the gear icon from the bottom-left corner.

2.    Select Firm Settings.

Edit Firm Details

The Firm Details tab allows you to edit basic information about your firm, which will be reflected in client-facing documents such as invoices.

Manage staff & user permissions

The Staff & Users tab allows Firm Owners to assign permissions to staff in regard to accessing Accounts and Reports in the Web App.

Set up activity codes

The Time & Activities tab allows you to add Fee, Time or Disbursement codes. Codes help you save time entering individual line items into invoices by pre-filling information.

Learn more about creating fee, time or disbursement activity codes.

Customise your invoices

The Invoice Settings tab allows you to amend the look and feel of the invoice you generate in triConvey.

Learn more about customising invoices and applying invoice templates.

Customise emails sent from triConvey

The Email Templates tab allows you to customise the message you send out in emails containing invoices, invoice reminders and evergreen retainer requests.

Confirm GST settings

The GST tab shows the GST rate applied to invoice items that contain GST. If your firm is registered for GST, make sure the Registered for GST box is ticked.

Ticking the Registered for GST box will change your invoice name from "Invoice" to "Tax Invoice".

Manage accounts

The Accounts tab allows you to configure settings for the various accounts you manage in triConvey. Main tasks you can do here include:

• Update trust account and controlled money account details
• Update operating account details
• Enable trust and office cheque printing
• Enable and configure an evergreen retainer
• Adjust the numbering of trust transactions and controlled money account transactions

Connect triConvey to Xero

To automatically send transactions entered into triConvey through to the general ledger in Xero, set up your Xero integration.

Connect triConvey to MYOB

To automatically send transactions entered into triConvey through to the general ledger in MYOB, set up your MYOB integration.

Set up Stripe card payments

Connect Stripe with triConvey to enable the option for your clients to pay invoices directly via credit or debit card.