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Knowledge Base Articles

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Add and Manage Reasons for Closing Case File

Add a Reason for Closing Go to Case Files > Settings > Reason for Closing. Click Add Reason for Closing Case File. Enter a Reason … Read more

List Sales Tax

Chart of Accounts

The Chart of Accounts categorizes all sales and expense transactions recorded in the system. This ensures accurate financial organization and management, enabling the system to … Read more

Create and Manage Case Files

At its core, a Case File stores, organizes, and manages client information. Each case file is assigned a case type, which defines a unique workflow … Read more

Transfer Home Branch

Go to Case Files. Select a case file. Click Move case file. In the Move Case File prompt, select a destination location, then click Move.

Add and Manage Case Contacts

Case contacts allow you to add important contacts related to a case file. They also enable you to specify the contact’s relationship to the case … Read more

Add and Manage Case Payers

Payers are individuals or entities responsible for covering the cost of services provided to the client in a case file. A payer can be an … Read more

Add and Mange Case Alerts & Memos

Add an Alert or Memo Go to Case Files. Select a case file. In the Alerts & Memos card, click Add note. Enter the note, … Read more

Create and Manage Invoices

Invoices serve as formal records of billable services and products provided to a client. The system allows you to create, preview, and manage invoices efficiently, … Read more

Reconcile Payments

Reconciling payments ensures that recorded transactions in the system match actual payments received. This process helps maintain accurate financial records, prevent discrepancies, and ensure all … Read more

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