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Configuration
- Companies Bank accounts
  Activities Families of clients Categories of correspondents
  
  Billable task codes Sales price per quantity per matter
  Non-billable task codes Charges codes
  Terms of Payment
  
  Sales codes Sales code by company Calculated sales codes Labels of sales codes per matter
  VAT codes
  
  Email and letter templates Invoice templates
  Custom characteristics General Options
Collaborators
- Collaborators Change of collaborators History of rates and remuneration Collaborator selling price per matter Sending email to a collaborator
  
  Groups of collaborators Collaborator functions Levels of collaborators Categories of employer charges
  
  Absences Holidays
  Potential time by month Detail of potential time
  
  Change my password Modulate Web subscription Access rights by profile
events
- Completed and upcoming events Kanban board
  Group creation of events Event codes
  
  Client events table
  Clients with permanent deadline Deadlines by clients
  
  Permanent deadlines Typical clients
  Deadline categories
  
  One-off deadlines per matter Typical matter
  Mission letters
Clients / Matters
- Clients Group modification of clients Sending email to a client
  
  Documents Generate text from model
  Correspondents Sending email to a correspondent
  
  Matters Group modification of matters Group creation of matters
  Budget renewal
  
  Achievements by matter and by client Achievements per month
  Budgets by matter and by client Budgets per month
Time / Expenses
- Time spent per month Time spent per fortnight Time spent per week Time spent per day
  Achievements by non-billable task
  
  Agenda completed Detail of actual time spent Monthly entry of time spent
  
  Provisional agenda Detail of budgeted time Monthly entry of budgeted time
  Budgeted time by month Budgets per non-billable task
  
  Detail of expenses incurred Expenses incurred per month
  Detail of budgeted expenses Budgeted expenses per month
Billing
- Billing budgets per month Detail of billing budgets
  Quotes Quote lines
  
  Invoices Turnover per company and per month
  Preparation of invoices Invoices to be validated
  
  Payments Create check deposit document
  Customer account movements Overdue payment reminders
  
  Create SEPA direct debit file SEPA amendments
  Create RUM automatically SEPA Mandates in PDF
Tools
- Reports / Editions Pivot tables
  Import Import of social from Silae
  Export API interconnection
  
  Export invoices to accounting Export expenses to accounting Export payments to accounting Export movements to accounting
  Export invoices to GED Accredited Platform connection PA transmission history
  
  Server file manager
  History of actions carried out Regeneration of data Recalculation of time at new rates Delete non-billable times / expenses
  
  Create a backup Loading a backup
  Help - Questions / Answers To contact us