# SurePoint Practice Pro Help Center

> Advice and answers from the SurePoint Practice Pro Team

## Video Training

- [How to Create a New Client](https://support.zencase.com/en/articles/5188278-how-to-create-a-new-client.md): This video illustrates how to create a new client in SurePoint Practice Pro \(formerly ZenCase\)
- [How to Create a New Matter](https://support.zencase.com/en/articles/5188282-how-to-create-a-new-matter.md): This video illustrates how to create a new matter in SurePoint Practice Pro \(formerly ZenCase\)
- [How to Create and Modify a Contact](https://support.zencase.com/en/articles/5188272-how-to-create-and-modify-a-contact.md): This video illustrates how to create and modify a contact in SurePoint Practice Pro \(formerly ZenCase\)
- [How to search for clients, contacts, and matters](https://support.zencase.com/en/articles/5176310-how-to-search-for-clients-contacts-and-matters.md): This article contains a video on how to search for clients, contacts, and matters in SurePoint Practice Pro \(formerly ZenCase\)
- [Creating Connections between People, Organizations and Matters](https://support.zencase.com/en/articles/5188292-creating-connections-between-people-organizations-and-matters.md): This video illustrates how to create connections between people, organizations and matters - Practice Pro \(Formerly ZenCase\)
- [How to Create a New Task](https://support.zencase.com/en/articles/5188283-how-to-create-a-new-task.md): This video illustrates how to create a new task in SurePoint Practice Pro \(formerly ZenCase\)
- [How to Create and Use Task Blueprints](https://support.zencase.com/en/articles/5188267-how-to-create-and-use-task-blueprints.md): This video illustrates how to create and use task blueprints in SurePoint Practice Pro \(formerly ZenCase\)
- [How to Enter and See Time Entries, Expenses, Collections and Receivables](https://support.zencase.com/en/articles/5188287-how-to-enter-and-see-time-entries-expenses-collections-and-receivables.md): This video illustrates how to enter and see time entries, expenses, collections and receivables in SurePoint Practice Pro \(formerly ZenCase\)
- [Creating, Saving and Finding Documents with the NetDocuments Integration](https://support.zencase.com/en/articles/5155797-creating-saving-and-finding-documents-with-the-netdocuments-integration.md): This is a video on how to use NetDocuments with SurePoint Practice Pro \(formerly ZenCase\)
- [Custom Records for Litigators](https://support.zencase.com/en/articles/5786089-custom-records-for-litigators.md): This video shows how litigators can use Custom Records. Practice Pro \(formerly ZenCase\)

## Getting Started

- [Practice Pro - Homepage Dashboard and Dashboard widgets](https://support.zencase.com/en/articles/16013732-practice-pro-homepage-dashboard-and-dashboard-widgets.md): Practice Pro - Homepage Dashboard and Dashboard widgets
- [Creating A SurePoint Practice Pro \(formerly ZenCase\) Organization](https://support.zencase.com/en/articles/3291048-creating-a-surepoint-practice-pro-formerly-zencase-organization.md): How To Create A New Organization In SurePoint Practice Pro
- [Inviting Users To Your Organization](https://support.zencase.com/en/articles/3291223-inviting-users-to-your-organization.md): How To Invite The Rest Of Your Team To Your Practice Pro Organization
- [Add Your Organization Information](https://support.zencase.com/en/articles/3826629-add-your-organization-information.md): How to Add Your Firm Information, such as Logo, Tax ID and Locations
- [Configure Your Organization Settings](https://support.zencase.com/en/articles/3826812-configure-your-organization-settings.md): How To Add Divisions, Abbreviations, Relationship Roles, Matter Types, Billing Cycles, Billing Types, Member Types, And More
- [Configure Your Firm General Settings](https://support.zencase.com/en/articles/6313266-configure-your-firm-general-settings.md): How To Configure Your Firm General Settings For Two Factor Auth, Custom Numbers, and Task Requirements
- [Configure Your Firm Billing Settings](https://support.zencase.com/en/articles/5815614-configure-your-firm-billing-settings.md): How To Configure Your Firm Billing Settings To Start Sending Invoices
- [Setup Role Groups](https://support.zencase.com/en/articles/10057332-setup-role-groups.md): How To Add Role Groups In Firm Settings In Practice Pro
- [Setup LEDES Billing For Your Organization](https://support.zencase.com/en/articles/6515283-setup-ledes-billing-for-your-organization.md): How To Enable And Use LEDES Billing For Your Organization In Practice Pro
- [Setup Default Charge Description With LEDES Codesets](https://support.zencase.com/en/articles/10088339-setup-default-charge-description-with-ledes-codesets.md): How to Setup And Use the Default Charge Description With LEDES Codesets in Practice Pro
- [Create Custom LEDES Billing Templates](https://support.zencase.com/en/articles/8975699-create-custom-ledes-billing-templates.md): How To Create Custom LEDES Billing Templates In Firm Settings In SurePoint Practice Pro \(formerly ZenCase\)
- [Setup Percentages for Allocation Fees For The Firm](https://support.zencase.com/en/articles/8950981-setup-percentages-for-allocation-fees-for-the-firm.md): How To Setup Percentages For Allocation Fees to Originators and Working Members For The Firm In PracticePro \(formerly ZenCase\)
- [Setup A Soft Cost Expense For Percentage Of Invoice Fees](https://support.zencase.com/en/articles/7733649-setup-a-soft-cost-expense-for-percentage-of-invoice-fees.md): How To Setup A Soft Cost Expense For Percentage Of Invoice Fees In SurePoint Practice Pro \(formerly ZenCase\)
- [Setup Charge Interest For Your Firm](https://support.zencase.com/en/articles/8218048-setup-charge-interest-for-your-firm.md): How To Setup Charge Interest For Your Firm In Practice Pro
- [Create Security Groups For Your Organization](https://support.zencase.com/en/articles/6313247-create-security-groups-for-your-organization.md): How To Setup Security Groups For Your Firm Members In SurePoint Practice Pro \(formerly ZenCase\)
- [Add Custom Fields for your Organization](https://support.zencase.com/en/articles/3827019-add-custom-fields-for-your-organization.md): How to Add Custom Fields for Client, Companies, Matters, Tasks, and People
- [Add Custom Records for your Organization](https://support.zencase.com/en/articles/5406506-add-custom-records-for-your-organization.md): How to Add Custom Records for your Organization
- [Add Integrations for your Organization](https://support.zencase.com/en/articles/3827776-add-integrations-for-your-organization.md): How to Add an Integration for your Organization
- [Dashboards For Security Groups In SurePoint Practice Pro \(formerly ZenCase\)](https://support.zencase.com/en/articles/7247221-dashboards-for-security-groups-in-surepoint-practice-pro-formerly-zencase.md): How To Enable Dashboards For Security Groups In SurePoint Practice Pro
- [SurePoint Practice Pro \(formerly ZenCase\) Chrome Extension](https://support.zencase.com/en/articles/5673577-surepoint-practice-pro-formerly-zencase-chrome-extension.md): Add subjects, facts, legal authorities, documents, questions and answers to ZenKM knowledge management system with the Chrome extension
- [How to restrict users from accessing the Automations section in Practice/Finance Pro.](https://support.zencase.com/en/articles/13482765-how-to-restrict-users-from-accessing-the-automations-section-in-practice-finance-pro.md): How to restrict users from accessing the Automations section in Practice/Finance Pro.
- [Finance Pro - How to use the Quick Search Feature](https://support.zencase.com/en/articles/13628517-finance-pro-how-to-use-the-quick-search-feature.md): Finance Pro - How to use the Quick Search Feature
- [How can I track user login activity and status in Practice Pro?](https://support.zencase.com/en/articles/15857459-how-can-i-track-user-login-activity-and-status-in-practice-pro.md)
- [Import Data Migration Order Sequence](https://support.zencase.com/en/articles/6434221-import-data-migration-order-sequence.md): How To Verify Your Migration Data Before Importing Into SurePoint Practice Pro \(formerly ZenCase\)
- [Import Data Migration Tips and Tricks](https://support.zencase.com/en/articles/6377033-import-data-migration-tips-and-tricks.md): Import Data Migration Tips and Tricks When Importing Data From Another System Into PracticePro \(formerly ZenCase\)
- [Import Organization Defaults For Your Firm](https://support.zencase.com/en/articles/4498147-import-organization-defaults-for-your-firm.md): How To Import Locations, Divisions, Relationship Roles, Matter Types, Member Types, Billing Cycles, etc Into Practice Pro From Another System
- [Import Members, Contacts, Matters, And Tasks](https://support.zencase.com/en/articles/4987242-import-members-contacts-matters-and-tasks.md): How To Import Members, Contacts, Matters, And Tasks Into Practice Pro From Another System
- [Import Contact Connections, Roles, And Memos](https://support.zencase.com/en/articles/4987262-import-contact-connections-roles-and-memos.md): How To Import Contact Connections, Roles, And Memos In SurePoint Practice Pro \(formerly ZenCase\) From Another System
- [Import Contact Custom Fields and Values](https://support.zencase.com/en/articles/4992750-import-contact-custom-fields-and-values.md): How To Import Contact Custom Fields And Values In PracticePro \(formerly ZenCase\) From Another System
- [Import Matter Custom Fields and Values](https://support.zencase.com/en/articles/4424253-import-matter-custom-fields-and-values.md): How To Import Matter Custom Fields And Values In PracticePro \(formerly ZenCase\) From Another System
- [Import Matter Zen KM Items](https://support.zencase.com/en/articles/8202653-import-matter-zen-km-items.md): How To Import Matter Zen KM Items In Practice Pro From Another System
- [Import Task Blueprint Libraries](https://support.zencase.com/en/articles/8765754-import-task-blueprint-libraries.md): How To Import Task Blueprint Libraries In SurePoint Practice Pro \(formerly ZenCase\) From Another System
- [Import Task Memos](https://support.zencase.com/en/articles/4866790-import-task-memos.md): How To Import Task Memos In SurePoint Practice Pro \(formerly ZenCase\) From Another System
- [Import Task Custom Fields and Values](https://support.zencase.com/en/articles/8201114-import-task-custom-fields-and-values.md): How To Import Task Custom Fields And Values In SurePoint Practice Pro \(formerly ZenCase\) From Another System
- [Import Legacy Billing Records Into Practice Pro \(formerly ZenCase\)](https://support.zencase.com/en/articles/6873569-import-legacy-billing-records-into-practice-pro-formerly-zencase.md): How To Import Legacy Billing Records From Another System Into Practice Pro \(formerly ZenCase\)
- [Import Client Ledgers](https://support.zencase.com/en/articles/6500267-import-client-ledgers.md): How To Import Client Ledgers Into SurePoint Practice Pro \(formerly ZenCase\) From Another System
- [Import Matter Ledgers](https://support.zencase.com/en/articles/6500311-import-matter-ledgers.md): How To Import Matter Ledgers Into SurePoint Practice Pro \(formerly ZenCase\) From Another System
- [Import Unbilled And Unsettled Billed Time Entries, Expenses, Invoices, And Payments](https://support.zencase.com/en/articles/4930835-import-unbilled-and-unsettled-billed-time-entries-expenses-invoices-and-payments.md): Import Unbilled And Unsettled Billed Time Entries, Expenses, Invoices, And Payments Into Practice Pro From Another System
- [Import Trust Transactions](https://support.zencase.com/en/articles/4987277-import-trust-transactions.md): Import Trust Transactions Into SurePoint Practice Pro \(formerly ZenCase\) From Another System
- [Data Migration Go Live Checks](https://support.zencase.com/en/articles/12052234-data-migration-go-live-checks.md): How To Perform Data Migration Go Live Checks In SurePoint Practice Pro \(formerly ZenCase\)

## Integrations

- [Practice Pro - Business Intelligence Section, how to access and use it](https://support.zencase.com/en/articles/14016925-practice-pro-business-intelligence-section-how-to-access-and-use-it.md): Within Practice Pro, you will find a section called Business Intelligence, which provides access to a series of reports and tools powered by Legal Insights.
- [SurePoint Practice Pro Add-On for Outlook](https://support.zencase.com/en/articles/14486946-surepoint-practice-pro-add-on-for-outlook.md): SurePoint Practice Pro Add-On for Outlook
- [Practice Pro - How do I find expenses that are not in QuickBooks?](https://support.zencase.com/en/articles/15187450-practice-pro-how-do-i-find-expenses-that-are-not-in-quickbooks.md): How do I find expenses that are not in QuickBooks?
- [SurePoint Pro - Lawmatics Integration](https://support.zencase.com/en/articles/14340050-surepoint-pro-lawmatics-integration.md): SurePoint Pro - LawMatics Integration
- [SurePoint Pro - Law Toolbox Integration.](https://support.zencase.com/en/articles/14351386-surepoint-pro-law-toolbox-integration.md): SurePoint Pro - Law Toolbox Integration.
- [SurePoint Pro - Law Toolbox Integration. FAQ's](https://support.zencase.com/en/articles/14432054-surepoint-pro-law-toolbox-integration-faq-s.md): SurePoint Pro - Law Toolbox Integration. FAQ's
- [User: How To Restore A Deleted Document](https://support.zencase.com/en/articles/6376773-user-how-to-restore-a-deleted-document.md): How To Restore A Deleted Document In SurePoint Practice Pro \(formerly ZenCase\)
- [Admin: Setup NetDocuments for SurePoint Practice Pro \(formerly ZenCase\)](https://support.zencase.com/en/articles/3815926-admin-setup-netdocuments-for-surepoint-practice-pro-formerly-zencase.md): How to Setup and Configure Your NetDocuments Cabinet for SurePoint Practice Pro
- [Admin: Integrate File Management with NetDocuments](https://support.zencase.com/en/articles/3948527-admin-integrate-file-management-with-netdocuments.md): How To Integrate SurePoint Practice Pro \(formerly ZenCase\) With Your NetDocuments Repository/Cabinet
- [User: Connect To NetDocuments To Manage Files](https://support.zencase.com/en/articles/3951078-user-connect-to-netdocuments-to-manage-files.md): How To Connect To NetDocuments In Practice Pro To Manage Files For Your Clients And Matters
- [User: NetDocuments Troubleshooting Creating Contacts, Matters, Or Documents](https://support.zencase.com/en/articles/7034476-user-netdocuments-troubleshooting-creating-contacts-matters-or-documents.md): Common NetDocuments Permissions Troubleshooting Solutions With The SurePoint Practice Pro \(formerly ZenCase\) Box Integration
- [User: Contact Or Matter Not Linking To NetDocuments](https://support.zencase.com/en/articles/10041381-user-contact-or-matter-not-linking-to-netdocuments.md): Contact Or Matter Not Connecting To NetDocuments in Practice Pro
- [Admin: Integrate File Management with Box.com](https://support.zencase.com/en/articles/3291252-admin-integrate-file-management-with-box-com.md): How To Integrate PracticePro \(formerly ZenCase\) With Your Box.com Account
- [User: Connect To Box.com To Manage Files](https://support.zencase.com/en/articles/3950806-user-connect-to-box-com-to-manage-files.md): How To Connect To Box.com In PracticePro \(formerly ZenCase\) To Manage Files For Your Clients And Matters
- [User: Box Troubleshooting Login](https://support.zencase.com/en/articles/4193321-user-box-troubleshooting-login.md): Common Box Login Troubleshooting Solutions With The SurePoint Practice Pro \(formerly ZenCase\) Box Integration
- [User: Box Troubleshooting Can't Edit or Download File](https://support.zencase.com/en/articles/5859191-user-box-troubleshooting-can-t-edit-or-download-file.md): Common Box File Download and Edit Troubleshooting Solutions with the SurePoint Practice Pro \(formerly ZenCase\) Box Integration
- [Admin: Setup SharePoint ForSurePoint Practice Pro \(formerly ZenCase\)](https://support.zencase.com/en/articles/9977138-admin-setup-sharepoint-forsurepoint-practice-pro-formerly-zencase.md): How To Setup And Configure Your SharePoint Document Library For SurePoint Practice Pro
- [Admin: Integrate File Management with SharePoint](https://support.zencase.com/en/articles/6843027-admin-integrate-file-management-with-sharepoint.md): How To Integrate Practice Pro With SharePoint Account
- [Admin: Setup iManage Cloud For SurePoint Practice Pro \(formerly ZenCase\)](https://support.zencase.com/en/articles/9977143-admin-setup-imanage-cloud-for-surepoint-practice-pro-formerly-zencase.md): How To Setup And Configure Your iManage Cloud Document Library For SurePoint Practice Pro
- [Admin: Integrate File Management with iManage](https://support.zencase.com/en/articles/9312133-admin-integrate-file-management-with-imanage.md): How To Integrate Practice Pro With Your iManage Library
- [User: Connect To iManage To Manage Files](https://support.zencase.com/en/articles/9979540-user-connect-to-imanage-to-manage-files.md): How To Connect To iManage In Practice Pro To Manage Files For Your Clients And Matters
- [Admin: Setup QuickBooks For SurePoint Practice Pro \(formerly ZenCase\)](https://support.zencase.com/en/articles/3992265-admin-setup-quickbooks-for-surepoint-practice-pro-formerly-zencase.md): How To Setup And Configure Your QuickBooks Online Account For SurePoint Practice Pro
- [Admin: Integrate Billing with QuickBooks](https://support.zencase.com/en/articles/3948738-admin-integrate-billing-with-quickbooks.md): How to Integrate Practice Pro with your QuickBooks Account
- [Admin: Troubleshoot Will Not Send To QuickBooks Online In SurePoint Practice Pro \(formerly ZenCase\)](https://support.zencase.com/en/articles/9369294-admin-troubleshoot-will-not-send-to-quickbooks-online-in-surepoint-practice-pro-formerly-zencase.md): Common QuickBooks Troubleshooting Solutions Will Not Send To QuickBooks Online For SurePoint Practice Pro QuickBooks Online Integration
- [QuickBooks Recommendations & Resources](https://support.zencase.com/en/articles/9118764-quickbooks-recommendations-resources.md): QuickBooks Recommendations & Resources For Practice Pro Integration
- [Trust Account Data Migration for QuickBooks Online](https://support.zencase.com/en/articles/7892043-trust-account-data-migration-for-quickbooks-online.md)
- [How to Account for Partially Paid Invoices if the QuickBooks Online Integration is Set to Accrual \(Expert Article for Data Migration Consultants\)](https://support.zencase.com/en/articles/12901612-how-to-account-for-partially-paid-invoices-if-the-quickbooks-online-integration-is-set-to-accrual-expert-article-for-data-migration-consultants.md)
- [Link ZenCase / Practice Pro Clients and Vendors to Quickbooks Customers](https://support.zencase.com/en/articles/9738969-link-zencase-practice-pro-clients-and-vendors-to-quickbooks-customers.md): How to Link Clients and Vendors to QuickBooks Customers
- [User: Connect To Office 365 To Manage Calendar, Contacts, And Documents](https://support.zencase.com/en/articles/3951139-user-connect-to-office-365-to-manage-calendar-contacts-and-documents.md): How to Connect to Office 365 In Practice Pro to Manage Your Calendar, Contacts, and Documents
- [User: How To Share My Calendar In Outlook](https://support.zencase.com/en/articles/5111138-user-how-to-share-my-calendar-in-outlook.md): How To Setup My Outlook Calendar To Share With Another Member
- [User: Outlook Troubleshooting Can't View Shared Calendar In SurePoint Practice Pro \(formerly ZenCase\)](https://support.zencase.com/en/articles/5881780-user-outlook-troubleshooting-can-t-view-shared-calendar-in-surepoint-practice-pro-formerly-zencase.md): Common Outlook Troubleshooting Solutions For Can't View Shared Calendar With The SurePoint Practice Pro Microsoft 365 Outlook Integration
- [Admin: Setup Law Pay For Practice Pro \(formerly ZenCase\)](https://support.zencase.com/en/articles/9043602-admin-setup-law-pay-for-practice-pro-formerly-zencase.md): How To Integrate With Law Pay For Creating A Payment Link On Invoices in Practice Pro \(formerly ZenCase\)
- [Admin: How To Set Up E-Billing with LawPay](https://support.zencase.com/en/articles/10927321-admin-how-to-set-up-e-billing-with-lawpay.md): How To Set Up E-Billing with LawPay in PracticePro
- [Practice Pro - Integration with Finance Core](https://support.zencase.com/en/articles/13436473-practice-pro-integration-with-finance-core.md): Practice Pro - Integration with Finance Core

## Manage Contacts

- [Perform Conflict Check For New Contacts](https://support.zencase.com/en/articles/6970123-perform-conflict-check-for-new-contacts.md): How To Perform A Conflict Check For New Contacts In Practice Pro
- [Find A Contact Or Client](https://support.zencase.com/en/articles/6313192-find-a-contact-or-client.md): How To Find A Contact Or Client By Search Or Filtering In SurePoint Practice Pro \(formerly ZenCase\)
- [View Contacts And Save Custom Filters](https://support.zencase.com/en/articles/5811696-view-contacts-and-save-custom-filters.md): How To View Contacts And Save Custom Filters In Practice Pro \(formerly ZenCase\)
- [Create A Contact](https://support.zencase.com/en/articles/3995872-create-a-contact.md): How To Create Contacts In Practice Pro
- [Create A New Client](https://support.zencase.com/en/articles/11567054-create-a-new-client.md): How To Successfully Create A New Client In Practice Pro
- [Edit A Contact](https://support.zencase.com/en/articles/5811786-edit-a-contact.md): How To Edit A Specific Contact In Practice Pro
- [Add a Connection for a Contact](https://support.zencase.com/en/articles/5819588-add-a-connection-for-a-contact.md): How to Add a Connection for a Contact in Practice Pro
- [Add a Memo for a Contact](https://support.zencase.com/en/articles/5819613-add-a-memo-for-a-contact.md): How to Add a Memo for a Contact in Practice Pro
- [Add Custom Information for a Contact](https://support.zencase.com/en/articles/5819626-add-custom-information-for-a-contact.md): How to Add Custom Information for a Contact in Practice Pro
- [View Or Add A Matter For A Contact](https://support.zencase.com/en/articles/5819634-view-or-add-a-matter-for-a-contact.md): How To View Or Add A Matter For A Contact In Practice Pro
- [Add an Event for a Contact](https://support.zencase.com/en/articles/5819851-add-an-event-for-a-contact.md): How to Add an Event for a Contact in Practice Pro
- [Add a Role or Rate Assignment for a Client](https://support.zencase.com/en/articles/5497597-add-a-role-or-rate-assignment-for-a-client.md): How to Add a Role or Rate Assignment for a Client in SurePoint Practice Pro \(formerly ZenCase\)
- [Add a Charge for a Client](https://support.zencase.com/en/articles/5819720-add-a-charge-for-a-client.md): How to Add a Charge for a Client in Practice Pro
- [Add a Document for a Client](https://support.zencase.com/en/articles/5819760-add-a-document-for-a-client.md): How to Add a Document for a Client in Practice Pro
- [View A Client Ledger And Client Balance](https://support.zencase.com/en/articles/5819806-view-a-client-ledger-and-client-balance.md): How To View A Client Ledger And Client Balance In SurePoint Practice Pro \(formerly ZenCase\)
- [Add a Trust Transaction for a Client](https://support.zencase.com/en/articles/5819823-add-a-trust-transaction-for-a-client.md): How to Add a Trust Transaction for a Client in SurePoint Practice Pro \(formerly ZenCase\)
- [Setup LEDES Billing For Client](https://support.zencase.com/en/articles/6624226-setup-ledes-billing-for-client.md): How To Enable And Configure LEDES Billing For A Client In Practice Pro
- [Setup Custom LEDES Template For Clients](https://support.zencase.com/en/articles/8995872-setup-custom-ledes-template-for-clients.md): How To Setup Custom LEDES Template For Clients In SurePoint Practice Pro \(formerly ZenCase\)
- [Setup Charge Interest For Clients](https://support.zencase.com/en/articles/8218100-setup-charge-interest-for-clients.md): How To Setup Charge Interest For Clients In Practice Pro \(formerly ZenCase\)
- [Merge Multiple Contacts](https://support.zencase.com/en/articles/8034771-merge-multiple-contacts.md): How To Merge Multiple Contacts In Practice Pro
- [Delete A Contact](https://support.zencase.com/en/articles/8205781-delete-a-contact.md): How To Delete A Contact In Practice Pro \(formerly ZenCase\)
- [View History Audits For A Contact](https://support.zencase.com/en/articles/5819838-view-history-audits-for-a-contact.md): How To View History Audits For A Contact In SurePoint Practice Pro \(formerly ZenCase\)
- [Practice Pro - How to create Custom Record Templates for Client Intake](https://support.zencase.com/en/articles/14210707-practice-pro-how-to-create-custom-record-templates-for-client-intake.md): Practice Pro - Create Custom Record Templates for Client Intake
- [SurePoint Practice Pro - Contact Management](https://support.zencase.com/en/articles/16013779-surepoint-practice-pro-contact-management.md): Practice Pro - Contact Management

## Manage Matters

- [Matter Based Security](https://support.zencase.com/en/articles/6313244-matter-based-security.md): How To Restrict Access To A Specific Matter With Security Permissions
- [View Matters And Save Custom Filters](https://support.zencase.com/en/articles/5811741-view-matters-and-save-custom-filters.md): How To View Matters And Save Custom Filters In Practice Pro \(formerly ZenCase\)
- [Find A Matter In SurePoint Practice Pro \(formerly ZenCase\)](https://support.zencase.com/en/articles/6313199-find-a-matter-in-surepoint-practice-pro-formerly-zencase.md): How To Find A Matter By Search Or Filtering In SurePoint Practice Pro
- [Edit A Matter In SurePoint Practice Pro \(formerly ZenCase\)](https://support.zencase.com/en/articles/5811933-edit-a-matter-in-surepoint-practice-pro-formerly-zencase.md): How To Edit A Specific Matter In SurePoint Practice Pro
- [Transfer Matter To Another Client](https://support.zencase.com/en/articles/6313252-transfer-matter-to-another-client.md): How To Transfer A Matter To Another Client In Practice Pro
- [Add a Task for a Matter](https://support.zencase.com/en/articles/5820221-add-a-task-for-a-matter.md): How to Add a Task for a Matter in SurePoint Practice Pro \(formerly ZenCase\)
- [Add a Task Blueprint to a Matter](https://support.zencase.com/en/articles/7437264-add-a-task-blueprint-to-a-matter.md): How to Add a Task Blueprint to a Matter In SurePoint Practice Pro \(formerly ZenCase\)
- [Add a Memo for a Matter](https://support.zencase.com/en/articles/5820039-add-a-memo-for-a-matter.md): How to Add a Memo for a Matter in SurePoint Practice Pro \(formerly ZenCase\)
- [Add Custom Records to a Matter](https://support.zencase.com/en/articles/5488638-add-custom-records-to-a-matter.md): How to Add, Pin, and UnPin Custom Records to a Matter
- [Add Custom Information for a Matter](https://support.zencase.com/en/articles/5820045-add-custom-information-for-a-matter.md): How to Add Custom Information for a Matter in Practice Pro
- [Add a Document for a Matter](https://support.zencase.com/en/articles/5820085-add-a-document-for-a-matter.md): How to Add a Document for a Matter in Practice Pro
- [Add a Connection for a Matter](https://support.zencase.com/en/articles/5820029-add-a-connection-for-a-matter.md): How to Add a Connection for a Matter in Practice Pro
- [Add a Charge for a Matter](https://support.zencase.com/en/articles/5820076-add-a-charge-for-a-matter.md): How to Add a Charge for a Matter in SurePoint Practice Pro \(formerly ZenCase\)
- [View A Matter Ledger And Matter Balance](https://support.zencase.com/en/articles/5820090-view-a-matter-ledger-and-matter-balance.md): How To View A Matter Ledger And Matter Balance In SurePoint Practice Pro \(formerly ZenCase\)
- [Add a Role or Rate Assignment for a Matter](https://support.zencase.com/en/articles/5497543-add-a-role-or-rate-assignment-for-a-matter.md): How to Add a Role or Rate Assignment for a Matter in SurePoint Practice Pro \(formerly ZenCase\)
- [Add an Event for a Matter](https://support.zencase.com/en/articles/5820051-add-an-event-for-a-matter.md): How to Add an Event for a Matter in Practice Pro
- [Add a Trust Transaction for a Matter](https://support.zencase.com/en/articles/5820105-add-a-trust-transaction-for-a-matter.md): How to Add a Trust Transaction for a Matter in Practice Pro
- [ZenKM To-Go User Guide](https://support.zencase.com/en/articles/11758925-zenkm-to-go-user-guide.md): ZenKM To-Go is a companion app to PracticePro \(formerly ZenCase\) that allows you to view matter information offline, ideal for situations with no internet access.
- [Setup Billing Contact For Matter Address On Invoices](https://support.zencase.com/en/articles/7867908-setup-billing-contact-for-matter-address-on-invoices.md): How To Setup Billing Contact For Matter Address On Invoices In SurePoint Practice Pro
- [Setup Default Invoice Discount For A Matter](https://support.zencase.com/en/articles/8174672-setup-default-invoice-discount-for-a-matter.md): How To Setup Default Invoice Discount For A Matter In Practice Pro \(formerly ZenCase\)
- [Setup LEDES Billing For Matter](https://support.zencase.com/en/articles/6624253-setup-ledes-billing-for-matter.md): How To Enable And Configure LEDES Billing For A Matter In Practice Pro
- [Setup Custom LEDES Template For Matters](https://support.zencase.com/en/articles/8995886-setup-custom-ledes-template-for-matters.md): How To Setup Custom LEDES Template For Matters In SurePoint Practice Pro \(formerly ZenCase\)
- [Setup Fixed Fee Billing For Matters](https://support.zencase.com/en/articles/8102820-setup-fixed-fee-billing-for-matters.md): How To Setup Fixed Fee Billing For Matters In Practice Pro \(formerly ZenCase\)
- [Setup Fixed Fee Task Billing For Matters](https://support.zencase.com/en/articles/6313270-setup-fixed-fee-task-billing-for-matters.md): How To Setup Fixed Fee Task Billing For Matters In PracticePro \(formerly ZenCase\)
- [Setup Split Fee Billing Arrangements For A Matter](https://support.zencase.com/en/articles/7042583-setup-split-fee-billing-arrangements-for-a-matter.md): How To Setup Split Fee Billing Arrangements For A Matter In SurePoint Practice Pro \(formerly ZenCase\)
- [Setup Percentages for Allocation Fees For A Matter](https://support.zencase.com/en/articles/8861584-setup-percentages-for-allocation-fees-for-a-matter.md): How To Setup Percentages For Allocation Fees For A Matter to Originators and Working Members In Practice Pro \(formerly ZenCase\)
- [Setup Percentage Of Invoice Fees Soft Cost For A Matter](https://support.zencase.com/en/articles/7733695-setup-percentage-of-invoice-fees-soft-cost-for-a-matter.md): How To Setup Percentage Of Invoice Fees Soft Cost For A Matter in SurePoint Practice Pro \(formerly ZenCase\)
- [Setup Charge Interest For Matters](https://support.zencase.com/en/articles/8218495-setup-charge-interest-for-matters.md): How To Setup Charge Interest For Matters In Practice Pro \(formerly ZenCase\)
- [Setup Matter Budget Notifications](https://support.zencase.com/en/articles/9977267-setup-matter-budget-notifications.md): How To Setup Matter Budget Notifications In Practice Pro
- [Perform Billing Actions On A Matter Page In Practice Pro \(formerly ZenCase\)](https://support.zencase.com/en/articles/7987043-perform-billing-actions-on-a-matter-page-in-practice-pro-formerly-zencase.md): How To Perform Billing Actions On A Matter Page In Practice Pro \(formerly ZenCase\)
- [Merge Multiple Matters](https://support.zencase.com/en/articles/8116506-merge-multiple-matters.md): How To Merge Multiple Matters In SurePoint Practice Pro
- [Delete A Matter](https://support.zencase.com/en/articles/8205797-delete-a-matter.md): How To Delete A Matter In Practice Pro \(formerly ZenCase\)
- [View History Audits For A Matter](https://support.zencase.com/en/articles/5820112-view-history-audits-for-a-matter.md): How To View History Audits For A Matter In SurePoint Practice Pro \(formerly ZenCase\)
- [Practice Pro -How to Create a Matter - 2 Options available](https://support.zencase.com/en/articles/13637635-practice-pro-how-to-create-a-matter-2-options-available.md): Practice Pro -How to Create a Matter - 2 Options available to take you to the Matter Form
- [How can I troubleshoot and resolve numbering issues in Practice Pro?](https://support.zencase.com/en/articles/16213470-how-can-i-troubleshoot-and-resolve-numbering-issues-in-practice-pro.md)

## Manage Tasks

- [View Tasks And Save Custom Filters](https://support.zencase.com/en/articles/5811730-view-tasks-and-save-custom-filters.md): How To View Tasks And Save Custom Filters In Practice Pro \(formerly ZenCase\)
- [View Custom Information For A Task](https://support.zencase.com/en/articles/8186470-view-custom-information-for-a-task.md): How To View Custom Information For A Task In Practice Pro \(formerly ZenCase\)
- [Find A Task In SurePoint Practice Pro \(formerly ZenCase\)](https://support.zencase.com/en/articles/6313201-find-a-task-in-surepoint-practice-pro-formerly-zencase.md): How To Find A Task By Search Or Filtering In SurePoint Practice Pro
- [Create A Task In SurePoint PracticePro \(formerly ZenCase\)](https://support.zencase.com/en/articles/5811658-create-a-task-in-surepoint-practicepro-formerly-zencase.md): How To Create Tasks In SurePoint PracticePro
- [Create And Use Task Blueprints](https://support.zencase.com/en/articles/5812020-create-and-use-task-blueprints.md): How To Create And Use Task Blueprints To Populate Tasks For A Matter In Practice Pro \(formerly ZenCase\)
- [Edit Task On A Matter](https://support.zencase.com/en/articles/5814405-edit-task-on-a-matter.md): How To Edit A Task On A Matter In SurePoint Practice Pro \(formerly ZenCase\)
- [Add Memos to Tasks](https://support.zencase.com/en/articles/5815673-add-memos-to-tasks.md): How to Add Memos to Tasks in Practice Pro
- [Add Task Dependencies to a Task](https://support.zencase.com/en/articles/5815688-add-task-dependencies-to-a-task.md): How to Add Task Dependencies to a Task in Practice Pro
- [View History Audits For A Task](https://support.zencase.com/en/articles/5815690-view-history-audits-for-a-task.md): How To View History Audits For A Task In SurePoint Practice Pro \(formerly ZenCase\)
- [Delete A Task](https://support.zencase.com/en/articles/7986646-delete-a-task.md): How To Delete A Task In Practice Pro \(formerly ZenCase\)

## Manage Unbilled Charges

- [Find A Time Entry, Fixed Fee, or Expense](https://support.zencase.com/en/articles/6313206-find-a-time-entry-fixed-fee-or-expense.md): How To Find A Time Entry, Fixed Fee, Or Expense By Search Or Filtering In SurePoint Practice Pro \(formerly ZenCase\)
- [View Unbilled Charges And Save Custom Filters](https://support.zencase.com/en/articles/5863811-view-unbilled-charges-and-save-custom-filters.md): How To View Unbilled Charges And Save Custom Filters In ZenCase
- [Add a Time Entry, Fixed Fee, and Expense](https://support.zencase.com/en/articles/5812151-add-a-time-entry-fixed-fee-and-expense.md): How to Add a Time Entry, Fixed Fee, and Expense for a Matter in SurePoint Practice Pro \(formerly ZenCase\)
- [Add a Time Entry from a Matter Bookmark](https://support.zencase.com/en/articles/7986874-add-a-time-entry-from-a-matter-bookmark.md): How to Add a Time Entry from a Matter Bookmark in SurePoint Practice Pro \(formerly ZenCase\)
- [Add a Hard Cost Expense](https://support.zencase.com/en/articles/7670787-add-a-hard-cost-expense.md): How to Add a Hard Cost Expense in Practice Pro
- [Add a Soft Cost Expense](https://support.zencase.com/en/articles/7670603-add-a-soft-cost-expense.md): How to Add a Soft Cost Expense in SurePoint Practice Pro \(formerly ZenCase\)
- [Edit Unbilled Charges](https://support.zencase.com/en/articles/5814111-edit-unbilled-charges.md): How To Edit Unbilled Charges: Time Entries, Fixed Fees, and Expenses For A Matter In Practice Pro
- [Add a Discount to Time Entry or Fixed Fee](https://support.zencase.com/en/articles/5815665-add-a-discount-to-time-entry-or-fixed-fee.md): How to Add a Discount to Time Entry or Fixed Fee in Practice Pro
- [Send Expense To QuickBooks](https://support.zencase.com/en/articles/4606582-send-expense-to-quickbooks.md): How To Send Expense To QuickBooks In Practice Pro \(formerly ZenCase\)
- [Move A Charge To A Pre-Bill](https://support.zencase.com/en/articles/5815669-move-a-charge-to-a-pre-bill.md): How To Move A Charge To A Pre-Bill In SurePoint Practice Pro \(formerly ZenCase\)
- [Settings For Automated Time Manager \(ATM\) Suggestions](https://support.zencase.com/en/articles/8020211-settings-for-automated-time-manager-atm-suggestions.md): How To Configure Settings For The Automated Time Manager \(ATM\) Suggestions In Practice Pro \(formerly ZenCase\)
- [The ATM \(Automated Time Manager\)](https://support.zencase.com/en/articles/8009829-the-atm-automated-time-manager.md): What Is The ATM \(Automated Time Manager\) in Practice Pro?
- [Actions on Suggestions table](https://support.zencase.com/en/articles/8016196-actions-on-suggestions-table.md)
- [Delete A Time Entry, Fixed Fee, Or Expense](https://support.zencase.com/en/articles/8205762-delete-a-time-entry-fixed-fee-or-expense.md): How To Delete A Time Entry, Fixed Fee, Or Expense In Practice Pro \(formerly ZenCase\)
- [View History Audits For Charges](https://support.zencase.com/en/articles/5864016-view-history-audits-for-charges.md): How To View History Audits For Time Entries, Fixed Fees, and Expenses In SurePoint Practice Pro \(formerly ZenCase\)

## Manage Billing

- [How do I manage the billable status of contacts in Practice Pro?](https://support.zencase.com/en/articles/13396798-how-do-i-manage-the-billable-status-of-contacts-in-practice-pro.md)
- [How do I configure, access, and troubleshoot LEDES billing in Practice Pro?](https://support.zencase.com/en/articles/13396853-how-do-i-configure-access-and-troubleshoot-ledes-billing-in-practice-pro.md)
- [What permissions and roles are required to add comments to pre-bills in Practice Pro?](https://support.zencase.com/en/articles/16002392-what-permissions-and-roles-are-required-to-add-comments-to-pre-bills-in-practice-pro.md)
- [View Unbilled Invoices By Matter or By Client And Save Filters](https://support.zencase.com/en/articles/5877158-view-unbilled-invoices-by-matter-or-by-client-and-save-filters.md): How To View Unbilled Invoices By Matter or By Client And Save Filters In SurePoint Practice Pro \(formerly ZenCase\)
- [View Unbilled Invoice Interest](https://support.zencase.com/en/articles/8219303-view-unbilled-invoice-interest.md): How To View View Unbilled Invoice Interest In Practice Pro \(formerly ZenCase\)
- [View Pre-Billed Invoices And Save Filters](https://support.zencase.com/en/articles/6632574-view-pre-billed-invoices-and-save-filters.md): How To View Pre-Billed Invoices And Save Filters In SurePoint Practice Pro
- [View A Fixed Fee Matter Pre-Bill](https://support.zencase.com/en/articles/8102876-view-a-fixed-fee-matter-pre-bill.md): How To View A Fixed Fee Matter Pre-Bill In SurePoint Practice Pro
- [View A Fixed Fee Task Pre-Bill](https://support.zencase.com/en/articles/7846552-view-a-fixed-fee-task-pre-bill.md): How To View A Fixed Fee Task Pre-Bill In SurePoint Practice Pro
- [Find a Billing Statement in SurePoint PracticePro \(formerly ZenCase\)](https://support.zencase.com/en/articles/9720611-find-a-billing-statement-in-surepoint-practicepro-formerly-zencase.md): How to Find a Billing Statement By Search Or Filtering in SurePoint PracticePro \(formerly ZenCase\)
- [Create A Pre-Bill](https://support.zencase.com/en/articles/5815001-create-a-pre-bill.md): How To Create A Pre-Bill For A Client Or Matter In SurePoint Practice Pro \(formerly ZenCase\)
- [Create A Fixed Fee Matter Pre-Bill](https://support.zencase.com/en/articles/8102856-create-a-fixed-fee-matter-pre-bill.md): How To Create A Fixed Fee Matter Pre-Bill In SurePoint Practice Pro
- [Create A Fixed Fee Task Pre-Bill](https://support.zencase.com/en/articles/7846463-create-a-fixed-fee-task-pre-bill.md): How To Create A Fixed Fee Task Pre-Bill In SurePoint Practice Pro
- [Create And View Split Bill Arrangement For A Pre-Bill](https://support.zencase.com/en/articles/7042765-create-and-view-split-bill-arrangement-for-a-pre-bill.md): Create And View Split Bill Arrangement For A Pre-Bill In Practice Pro
- [Create A Pre-Bill With Percentage Of Invoice Of Fees Soft Cost](https://support.zencase.com/en/articles/7733688-create-a-pre-bill-with-percentage-of-invoice-of-fees-soft-cost.md): How To Create A Pre-Bill With Percentage Of Invoice Of Fees Soft Cost In SurePoint Practice Pro \(formerly ZenCase\)
- [Edit A Pre-Bill](https://support.zencase.com/en/articles/5815730-edit-a-pre-bill.md): How To Edit, Review, And Approve A Pre-Bill In PracticePro \(formerly ZenCase\)
- [Add, Edit, And Remove Charge Line Items On A Pre-Bill](https://support.zencase.com/en/articles/5815802-add-edit-and-remove-charge-line-items-on-a-pre-bill.md): How To Add, Edit, And Remove Charge Line Items On A Pre-Bill In SurePoint Practice Pro \(formerly ZenCase\)
- [Add Billing Statement Cover Letter to Pre-Bill PDFs](https://support.zencase.com/en/articles/9771727-add-billing-statement-cover-letter-to-pre-bill-pdfs.md): How to Add Billing Statement Cover Letter to Pre-Bill PDFs In Practice Pro
- [Time Entry Billable And Show On Bill On Pre-Bill](https://support.zencase.com/en/articles/6640653-time-entry-billable-and-show-on-bill-on-pre-bill.md): How To Set Your Time Entry As Billable And Show On Bill On Pre-Bill In SurePoint Practice Pro \(formerly ZenCase\)
- [Automatically Add Reviewers To Pre-Bills](https://support.zencase.com/en/articles/6842920-automatically-add-reviewers-to-pre-bills.md): How To Automatically Add Reviewers To Pre-Bills In SurePoint Practice Pro \(formerly ZenCase\)
- [Pre-Bill Reviewer Assignment And Sequence Management](https://support.zencase.com/en/articles/10952295-pre-bill-reviewer-assignment-and-sequence-management.md): Manage Who Reviews Pre-Bills And In What Order In Practice Pro
- [Apply Matter Level Credit To Pre-Bills](https://support.zencase.com/en/articles/6313235-apply-matter-level-credit-to-pre-bills.md): How To Apply Matter Level Credit To Pre-Bills In Practice Pro
- [Apply Matter Level Trust Funds To Pre-Bills](https://support.zencase.com/en/articles/7339070-apply-matter-level-trust-funds-to-pre-bills.md): How To Apply Matter Level Trust Funds To Pre-Bills In SurePoint Practice Pro
- [Apply Charge Interest To A Pre-Bill](https://support.zencase.com/en/articles/8218763-apply-charge-interest-to-a-pre-bill.md): How To Apply Charge Interest To A Pre-Bill In Practice Pro \(formerly ZenCase\)
- [Setup Custom LEDES Template For Pre-Bills](https://support.zencase.com/en/articles/8995895-setup-custom-ledes-template-for-pre-bills.md): How To Setup Custom LEDES Template For Pre-Bills In SurePoint Practice Pro \(formerly ZenCase\)
- [Save Custom Filters For Billing Statements](https://support.zencase.com/en/articles/9720716-save-custom-filters-for-billing-statements.md): How To Save Custom Filters For Billing Statements In Practice Pro
- [Invoice Template Variables](https://support.zencase.com/en/articles/11139184-invoice-template-variables.md): How To Use Invoice Template Variables In PracticePro \(formerly Zencase\)
- [How can I customize pre-bills to show only expenses in Practice Pro?](https://support.zencase.com/en/articles/13407951-how-can-i-customize-pre-bills-to-show-only-expenses-in-practice-pro.md)
- [Practice Pro - How to generate a billing statement](https://support.zencase.com/en/articles/13941209-practice-pro-how-to-generate-a-billing-statement.md): Practice Pro - How to generate a billing statement
- [Practice Pro - Generating Pre-Bills](https://support.zencase.com/en/articles/14109349-practice-pro-generating-pre-bills.md): Practice Pro - Generating Pre-Bills
- [Find An Invoice In SurePoint Practice Pro \(formerly ZenCase\)](https://support.zencase.com/en/articles/6313208-find-an-invoice-in-surepoint-practice-pro-formerly-zencase.md): How To Find An Invoice By Search Or Filtering In SurePoint Practice Pro
- [View Invoices And Save Filters](https://support.zencase.com/en/articles/6632786-view-invoices-and-save-filters.md): How To View Invoices And Save Filters In SurePoint Practice Pro \(formerly ZenCase\)
- [View And Pay Split Bill Arrangement For Final Invoice](https://support.zencase.com/en/articles/7064316-view-and-pay-split-bill-arrangement-for-final-invoice.md): How To View Split Bill Arrangement And Pay For Final Invoice In SurePoint Practice Pro
- [Create An Invoice And Send To Client](https://support.zencase.com/en/articles/3291277-create-an-invoice-and-send-to-client.md): How To Create An Invoice And Send To Client With SurePoint Practice Pro \(formerly ZenCase\)
- [Resend An Invoice To Client](https://support.zencase.com/en/articles/6361919-resend-an-invoice-to-client.md): How To Resend An Invoice To Client In SurePoint Practice Pro
- [Send Email For Invoice Overdue Reminder](https://support.zencase.com/en/articles/9043248-send-email-for-invoice-overdue-reminder.md): How To Send Email For Invoice Overdue Reminder In Practice Pro \(formerly ZenCase\)
- [Automatic Interest On Overdue Invoices](https://support.zencase.com/en/articles/8219147-automatic-interest-on-overdue-invoices.md): Automatic Interest On Overdue Invoices In Practice Pro \(formerly ZenCase\)
- [Delete An Invoice](https://support.zencase.com/en/articles/5822753-delete-an-invoice.md): How To Delete An Invoice For A Client In Practice Pro \(formerly ZenCase\)
- [How can invoices be customized in Practice Pro, including adding remittance information, managing limitations, and updating firm addresses?](https://support.zencase.com/en/articles/13514910-how-can-invoices-be-customized-in-practice-pro-including-adding-remittance-information-managing-limitations-and-updating-firm-addresses.md)
- [Find A Payment In SurePoint PracticePro \(formerly ZenCase\)](https://support.zencase.com/en/articles/6313210-find-a-payment-in-surepoint-practicepro-formerly-zencase.md): How To Find A Payment By Search Or Filtering In SurePoint PracticePro \(formerly ZenCase\)
- [View Payments And Save Filters](https://support.zencase.com/en/articles/6843065-view-payments-and-save-filters.md): How To View Payments And Save Filters In SurePoint Practice Pro \(formerly ZenCase\)
- [Create A Payment](https://support.zencase.com/en/articles/5815842-create-a-payment.md): How To Create A Payment For A Client In SurePoint Practice Pro \(formerly ZenCase\)
- [Create A Payment For Split Bill Arrangement](https://support.zencase.com/en/articles/7064740-create-a-payment-for-split-bill-arrangement.md): How To Create A Payment For Split Bill Arrangement Invoice In SurePoint Practice Pro
- [Create A Write-Off](https://support.zencase.com/en/articles/6300664-create-a-write-off.md): How To Create A Write-Off In SurePoint PracticePro \(formerly ZenCase\)
- [View And Allocate A Payment](https://support.zencase.com/en/articles/5820133-view-and-allocate-a-payment.md): How To View And Allocate A Payment For An Invoice In SurePoint Practice Pro \(formerly ZenCase\)
- [View Payment Allocations For Split Bill Arrangement Invoice](https://support.zencase.com/en/articles/7064859-view-payment-allocations-for-split-bill-arrangement-invoice.md): How To View Payment Allocations For Split Bill Arrangement Invoice In SurePoint Practice Pro
- [Edit A Payment](https://support.zencase.com/en/articles/5820172-edit-a-payment.md): How To Edit A Payment For A Client In SurePoint Practice Pro \(formerly ZenCase\)
- [View, Issue, And Edit Client Refunds](https://support.zencase.com/en/articles/6843444-view-issue-and-edit-client-refunds.md): How To View, Issue, And Edit A Client Refund
- [Assign Matter Level Credits And Perform Credit Transfers](https://support.zencase.com/en/articles/6570226-assign-matter-level-credits-and-perform-credit-transfers.md): How To Assign Matter Level Credits And Perform Credit Transfers In SurePoint Practice Pro \(formerly ZenCase\)
- [Delete A Payment](https://support.zencase.com/en/articles/5820185-delete-a-payment.md): How To Delete A Payment For A Client In Practice Pro \(formerly ZenCase\)
- [Practice Pro Payments](https://support.zencase.com/en/articles/13914120-practice-pro-payments.md): How to create and record a new payment in Practice Pro
- [Practice Pro - How to view and manage your Billing statements.](https://support.zencase.com/en/articles/13941567-practice-pro-how-to-view-and-manage-your-billing-statements.md): Practice Pro - How to view and manage your statements.
- [Find A Trust Transaction In SurePoint PracticePro \(formerly ZenCase\)](https://support.zencase.com/en/articles/6313214-find-a-trust-transaction-in-surepoint-practicepro-formerly-zencase.md): How To Find A Trust Transaction By Search Or Filtering In SurePoint PracticePro \(formerly ZenCase\)
- [View Trust Transactions And Save Filters](https://support.zencase.com/en/articles/6843386-view-trust-transactions-and-save-filters.md): How To View Trust Transactions And Save Filters In SurePoint Practice Pro
- [Transfer Trust Funds To Another Matter](https://support.zencase.com/en/articles/11133304-transfer-trust-funds-to-another-matter.md): How To Transfer Trust Funds To Another Matter in Practice Pro
- [Void Trust Transactions](https://support.zencase.com/en/articles/7991409-void-trust-transactions.md)
- [Perform Trust Reconciliation In SurePoint Practice Pro \(formerly ZenCase\)](https://support.zencase.com/en/articles/8440325-perform-trust-reconciliation-in-surepoint-practice-pro-formerly-zencase.md): How To Perform Trust Reconciliation In SurePoint Practice Pro
- [How to disburse a settlement payment to a client form a Trust Account.](https://support.zencase.com/en/articles/15082138-how-to-disburse-a-settlement-payment-to-a-client-form-a-trust-account.md): How to disburse a settlement payment to a client form a Trust Account.
- [Add Portal Users to Client Portal for a Client](https://support.zencase.com/en/articles/7217211-add-portal-users-to-client-portal-for-a-client.md): How to Add Portal Users to Client Portal for a Client in Practice Pro
- [Login To The Client Portal](https://support.zencase.com/en/articles/8105707-login-to-the-client-portal.md): How To Login To The Client Portal For SurePoint Practice Pro Clients
- [Setup Two Factor Authentication In Client Portal](https://support.zencase.com/en/articles/8105809-setup-two-factor-authentication-in-client-portal.md): How To Setup Two Factor Authentication In Client Portal For SurePoint Practice Pro Clients
- [View Client Portal Dashboard](https://support.zencase.com/en/articles/8105980-view-client-portal-dashboard.md): How To View Client Portal Dashboard For Practice Pro \(formerly ZenCase\) Clients
- [View Client Portal Invoices](https://support.zencase.com/en/articles/8106070-view-client-portal-invoices.md): How To View Client Portal Invoices For SurePoint Practice Pro Clients
- [View Client Portal Payments](https://support.zencase.com/en/articles/8106099-view-client-portal-payments.md): How To View Client Portal Payments For SurePoint Practice Pro Clients
- [Pay Invoice With Law Pay In Client Portal](https://support.zencase.com/en/articles/8105843-pay-invoice-with-law-pay-in-client-portal.md): How To Pay Invoice With Law Pay In Client Portal For SurePoint Practice Pro Clients

## ZenKM \(Knowledge Management\)

- [Populating Your Zen KM Matter Information](https://support.zencase.com/en/articles/3567039-populating-your-zen-km-matter-information.md): How To Populate Your Subjects, Facts, Authorities, Questions, Answers, Connections, Documents, Memos, and Tasks For Your Matter In One Place
- [Quick Add Zen KM Item](https://support.zencase.com/en/articles/8001056-quick-add-zen-km-item.md)
- [Tracking Information Due To/From People or Organizations](https://support.zencase.com/en/articles/13612110-tracking-information-due-to-from-people-or-organizations.md): You can use SurePoint Pro to track all information due to or from any person or organization.

## Document Automation

- [Create A Document Using A Document Blueprint](https://support.zencase.com/en/articles/3478166-create-a-document-using-a-document-blueprint.md): Learn How To Create A Document For A Matter Using A Document Blueprint
- [Setup And Use NetDocuments Document Reviewers](https://support.zencase.com/en/articles/7267861-setup-and-use-netdocuments-document-reviewers.md): How To Setup And Use NetDocuments Document Reviewers In SurePoint Practice Pro \(formerly ZenCase\)
- [Positioning Signatures For Document Signing](https://support.zencase.com/en/articles/3308133-positioning-signatures-for-document-signing.md): The Box + Adobe Sign Integration Supports The Positioning Of Document Signatures
- [View Document Blueprints and Save Custom Filters](https://support.zencase.com/en/articles/9711653-view-document-blueprints-and-save-custom-filters.md): How to View Document Blueprints And Save Custom Filters In Practice Pro \(formerly ZenCase\)
- [Find a Document Blueprint in Practice Pro](https://support.zencase.com/en/articles/9707236-find-a-document-blueprint-in-practice-pro.md): How to Find a Document Blueprint By Search Or Filtering in Practice Pro

## Trigger Workflows

- [Trigger Workflows](https://support.zencase.com/en/articles/8861580-trigger-workflows.md): How To Create Trigger Workflows In PracticePro \(formerly ZenCase\)
- [Practice Pro - Repeatable Triggers](https://support.zencase.com/en/articles/13750765-practice-pro-repeatable-triggers.md): You can now create a trigger that will repeat on a set interval to send notifications, send emails, create a task, or import task blueprint.

## Mobile App

- [SurePoint Practice Pro Mobile App](https://support.zencase.com/en/articles/8208102-surepoint-practice-pro-mobile-app.md): How To Install SurePoint Practice Pro \(formerly ZenCase\) Mobile App
- [Add a Timer in the Mobile App](https://support.zencase.com/en/articles/11185943-add-a-timer-in-the-mobile-app.md): Steps to Add a Timer in the Mobile App
- [View, Edit, or Delete a Timer](https://support.zencase.com/en/articles/11186110-view-edit-or-delete-a-timer.md): Steps to view, edit, or delete a timer on mobile app
- [Create, View, Edit, Delete Tasks](https://support.zencase.com/en/articles/11186130-create-view-edit-delete-tasks.md): Steps to Create, View, Edit, and Delete Tasks from the Tasks View on the mobile app
- [Mark a Task as Complete](https://support.zencase.com/en/articles/11186137-mark-a-task-as-complete.md): Steps to Complete a Task from Task list view or Edit Task View on mobile app
- [Create, View, Edit, and Delete Contacts](https://support.zencase.com/en/articles/11186152-create-view-edit-and-delete-contacts.md): Steps to Create, View, Edit, and Delete Contacts from the Contacts View on the mobile app
- [How to Bookmark a Contact](https://support.zencase.com/en/articles/11186156-how-to-bookmark-a-contact.md): Steps to bookmark contact from Contacts view on mobile app
- [Create, View, Edit, Delete Charge](https://support.zencase.com/en/articles/11186165-create-view-edit-delete-charge.md): Steps to Create, View, Edit, and Delete Charges from the Charge View on the mobile app
- [How to logout](https://support.zencase.com/en/articles/11186172-how-to-logout.md): Steps to log out of your account on the mobile app

## Outlook Mail

- [Import an Outlook Email in SurePoint Practice Pro \(formerly ZenCase\)](https://support.zencase.com/en/articles/8154567-import-an-outlook-email-in-surepoint-practice-pro-formerly-zencase.md): How To Import An Outlook Email In SurePoint Practice Pro
- [View Outlook Inbox Mail In SurePoint Practice Pro \(formerly ZenCase\)](https://support.zencase.com/en/articles/8119519-view-outlook-inbox-mail-in-surepoint-practice-pro-formerly-zencase.md): How To View Outlook Inbox Mail In SurePoint Practice Pro
- [How To Associate Matter To Emails](https://support.zencase.com/en/articles/8119931-how-to-associate-matter-to-emails.md): How To Associate Matter To Emails in Practice Pro \(formerly ZenCase\)
- [Create A Task and Associate Task To Email](https://support.zencase.com/en/articles/8154647-create-a-task-and-associate-task-to-email.md): How To Create A Task and Associate Task To Email In SurePoint Practice Pro
- [How to view emails from Matter page](https://support.zencase.com/en/articles/8140336-how-to-view-emails-from-matter-page.md)
- [How can I update a user’s email address and ensure the change reflects in Practice Pro?](https://support.zencase.com/en/articles/13352134-how-can-i-update-a-user-s-email-address-and-ensure-the-change-reflects-in-practice-pro.md)

## Reports

- [Aged WIP Report By Client Or Matter In Practice Pro](https://support.zencase.com/en/articles/8095131-aged-wip-report-by-client-or-matter-in-practice-pro.md): How To View Aged WIP Report By Client Or Matter In Practice Pro
- [Allocation Arrangement Report In SurePoint Practice Pro \(formerly ZenCase\)](https://support.zencase.com/en/articles/8951321-allocation-arrangement-report-in-surepoint-practice-pro-formerly-zencase.md): How To View Allocation Arrangement Report In SurePoint Practice Pro
- [Attorney Fee Petition Report in Practice Pro \(formerly ZenCase\)](https://support.zencase.com/en/articles/8443106-attorney-fee-petition-report-in-practice-pro-formerly-zencase.md): How To View Attorney Fee Petition Report in Practice Pro \(formerly ZenCase\)
- [Case List Report In SurePoint Practice Pro \(formerly ZenCase\)](https://support.zencase.com/en/articles/8772881-case-list-report-in-surepoint-practice-pro-formerly-zencase.md): How To View Case List Report In SurePoint Practice Pro
- [Case Load Report In SurePoint PracticePro \(formerly ZenCase\)](https://support.zencase.com/en/articles/8095158-case-load-report-in-surepoint-practicepro-formerly-zencase.md): How To View Case Load Report In SurePoint PracticePro
- [Client A/R Aging Report In PracticePro \(formerly ZenCase\)](https://support.zencase.com/en/articles/5859236-client-a-r-aging-report-in-practicepro-formerly-zencase.md): How To View Client A/R Aging Report In PracticePro
- [Client Invoices & Payments Report In SurePoint Practice Pro](https://support.zencase.com/en/articles/8095174-client-invoices-payments-report-in-surepoint-practice-pro.md): How To View Client Invoices & Payments Report In SurePoint Practice Pro
- [Client Invoices & Payments Legacy Report In Practice Pro \(formerly ZenCase\)](https://support.zencase.com/en/articles/8095190-client-invoices-payments-legacy-report-in-practice-pro-formerly-zencase.md): How To View Client Invoices & Payments Legacy Report In Practice Pro \(formerly ZenCase\)
- [Client Ledger Entries Report In Practice Pro \(formerly ZenCase\)](https://support.zencase.com/en/articles/8095541-client-ledger-entries-report-in-practice-pro-formerly-zencase.md): How To View Client Ledger Entries Report In Practice Pro \(formerly ZenCase\)
- [Collections Overview Report In SurePoint PracticePro \(fomerly ZenCase\)](https://support.zencase.com/en/articles/5893616-collections-overview-report-in-surepoint-practicepro-fomerly-zencase.md): How To View Collections Overview Report In SurePoint PracticePro
- [Connections Report In SurePoint Practice Pro \(formerly ZenCase\)](https://support.zencase.com/en/articles/8773802-connections-report-in-surepoint-practice-pro-formerly-zencase.md): How To View Connections Report In SurePoint Practice Pro
- [Cuts Report In SurePoint Practice Pro \(formerly ZenCase\)](https://support.zencase.com/en/articles/8095307-cuts-report-in-surepoint-practice-pro-formerly-zencase.md): How To View Cuts Report In SurePoint Practice Pro
- [Expense Report In SurePoint Practice Pro \(formerly ZenCase\)](https://support.zencase.com/en/articles/8095538-expense-report-in-surepoint-practice-pro-formerly-zencase.md): How To View Expense Report In SurePoint Practice Pro
- [Expenses Legacy Report in SurePoint PracticePro \(formerly ZenCase\)](https://support.zencase.com/en/articles/9241757-expenses-legacy-report-in-surepoint-practicepro-formerly-zencase.md): How to View Expenses Legacy Report in SurePoint PracticePro \(formerly ZenCase\)
- [Firm Receipt Allocation Report in SurePoint PracticePro \(formerly ZenCase\)](https://support.zencase.com/en/articles/9188547-firm-receipt-allocation-report-in-surepoint-practicepro-formerly-zencase.md): How to View Firm Receipt Allocation Report In SurePoint PracticePro \(formerly ZenCase\)
- [Hours Worked Report In SurePoint Practice Pro \(formerly ZenCase\)](https://support.zencase.com/en/articles/8773138-hours-worked-report-in-surepoint-practice-pro-formerly-zencase.md): How To View Hours Worked Report In SurePoint Practice Pro
- [Hours Worked By Matter Report In SurePoint Practice Pro \(formerly ZenCase\)](https://support.zencase.com/en/articles/8927254-hours-worked-by-matter-report-in-surepoint-practice-pro-formerly-zencase.md): How To View Hours Worked By Matter Report In SurePoint Practice Pro
- [Invoice A/R Aging Report In SurePoint Practice Pro](https://support.zencase.com/en/articles/8927250-invoice-a-r-aging-report-in-surepoint-practice-pro.md): How To View The Invoice A/R Aging Report In SurePoint Practice Pro \(formerly ZenCase\)
- [Invoice Summary Report In SurePoint Practice Pro \(formerly ZenCase\)](https://support.zencase.com/en/articles/8773338-invoice-summary-report-in-surepoint-practice-pro-formerly-zencase.md): How To View Invoice Summary Report In SurePoint Practice Pro
- [Matter A/R Aging Report In SurePoint Practice Pro](https://support.zencase.com/en/articles/5872282-matter-a-r-aging-report-in-surepoint-practice-pro.md): How To View Matter A/R Aging Report In SurePoint Practice Pro
- [Matter Ledger Entries Report In Practice Pro \(formerly ZenCase\)](https://support.zencase.com/en/articles/8778582-matter-ledger-entries-report-in-practice-pro-formerly-zencase.md): How To View Matter Ledger Entries Report In Practice Pro \(formerly ZenCase\)
- [Member Performance Report In SurePoint Practice Pro \(formerly ZenCase\)](https://support.zencase.com/en/articles/8095543-member-performance-report-in-surepoint-practice-pro-formerly-zencase.md): How To View Member Performance Report In SurePoint Practice Pro
- [Member Time By Matter Report in Practice Pro \(formerly ZenCase\)](https://support.zencase.com/en/articles/9184209-member-time-by-matter-report-in-practice-pro-formerly-zencase.md): How to View Member Time By Matter Report in Practice Pro \(formerly ZenCase\)
- [Rate Assignments Report In Practice Pro \(formerly ZenCase\)](https://support.zencase.com/en/articles/8095546-rate-assignments-report-in-practice-pro-formerly-zencase.md): How To View Rate Assignments Report In Practice Pro \(formerly ZenCase\)
- [Receipt Allocations Report In SurePoint Practice Pro \(formerly ZenCase\)](https://support.zencase.com/en/articles/8095549-receipt-allocations-report-in-surepoint-practice-pro-formerly-zencase.md): How To View Receipt Allocations Report In SurePoint Practice Pro
- [Receipt Allocations Summary Report In SurePoint Practice Pro \(formerly ZenCase\)](https://support.zencase.com/en/articles/8443111-receipt-allocations-summary-report-in-surepoint-practice-pro-formerly-zencase.md): How To View Receipt Allocations Summary Report In SurePoint Practice Pro
- [Receipt Summary Report In SurePoint Practice Pro \(formerly ZenCase\)](https://support.zencase.com/en/articles/9238002-receipt-summary-report-in-surepoint-practice-pro-formerly-zencase.md): How To View Receipt Summary Report In SurePoint Practice Pro
- [Task Budgets Report In SurePoint Practice Pro \(formerly ZenCase\)](https://support.zencase.com/en/articles/8095551-task-budgets-report-in-surepoint-practice-pro-formerly-zencase.md): How To View Task Budgets Report In SurePoint Practice Pro
- [Task Completion Report In SurePoint Practice Pro \(formerly ZenCase\)](https://support.zencase.com/en/articles/11133524-task-completion-report-in-surepoint-practice-pro-formerly-zencase.md): How To View Task Completion Report In SurePoint Practice Pro
- [Time Entries Calendar Report In Practice Pro \(formerly ZenCase\)](https://support.zencase.com/en/articles/8095553-time-entries-calendar-report-in-practice-pro-formerly-zencase.md): How To View Time Entries Calendar Report In Practice Pro \(formerly ZenCase\)
- [Time Entries By Matter Report In Practice Pro \(formerly ZenCase\)](https://support.zencase.com/en/articles/8095557-time-entries-by-matter-report-in-practice-pro-formerly-zencase.md): How To View Time Entries By Matter Report In Practice Pro \(formerly ZenCase\)
- [Time Entries By Member Report In Practice Pro](https://support.zencase.com/en/articles/8095559-time-entries-by-member-report-in-practice-pro.md): How To View Time Entries By Member Report In Practice Pro \(formerly ZenCase\)
- [Time Entries Legacy Report in Practice Pro \(formerly ZenCase\)](https://support.zencase.com/en/articles/9196585-time-entries-legacy-report-in-practice-pro-formerly-zencase.md): How to View Time Entries Legacy Report in Practice Pro \(formerly ZenCase\)
- [Trust Balances Report In SurePoint Practice Pro \(formerly ZenCase\)](https://support.zencase.com/en/articles/8095562-trust-balances-report-in-surepoint-practice-pro-formerly-zencase.md): How To View Trust Balances Report In SurePoint Practice Pro
- [Trust Ledger Report In SurePoint Practice Pro \(formerly ZenCase\)](https://support.zencase.com/en/articles/8773666-trust-ledger-report-in-surepoint-practice-pro-formerly-zencase.md): How to View Trust Ledger Report In SurePoint Practice Pro
- [Vendor Details Report In SurePoint Practice Pro \(formerly ZenCase\)](https://support.zencase.com/en/articles/8095566-vendor-details-report-in-surepoint-practice-pro-formerly-zencase.md): How To View Vendor Details Report In SurePoint Practice Pro
- [Vendor Summary Report In SurePoint Practice Pro \(formerly ZenCase\)](https://support.zencase.com/en/articles/8095570-vendor-summary-report-in-surepoint-practice-pro-formerly-zencase.md): How To View Vendor Summary Report In SurePoint Practice Pro
- [WIP Summary Report In SurePoint Practice Pro \(formerly ZenCase\)](https://support.zencase.com/en/articles/8927252-wip-summary-report-in-surepoint-practice-pro-formerly-zencase.md): How to View WIP Summary Report In SurePoint Practice Pro
- [How to Report on Flat Fee Cases Using the Member Performance Report](https://support.zencase.com/en/articles/10245502-how-to-report-on-flat-fee-cases-using-the-member-performance-report.md): Learn how to track and report on flat fee cases using the Member Performance Report, including time entries, billed amounts and collections.
- [Finance Pro - Reports in Finance Pro](https://support.zencase.com/en/articles/14045981-finance-pro-reports-in-finance-pro.md): Finance Pro - Reports in Finance Pro
- [Finance Pro - Reports for the Accounting Modules](https://support.zencase.com/en/articles/14046377-finance-pro-reports-for-the-accounting-modules.md): Finance Pro - Reports for the Accounting Modules
- [SurePoint Practice Pro - List of Reports available, including Report Descriptions](https://support.zencase.com/en/articles/15703260-surepoint-practice-pro-list-of-reports-available-including-report-descriptions.md): SurePoint Practice Pro - List of Reports available, including Report Descriptions
- [How can I generate reports for open invoices and payments for a client in Practice Pro?](https://support.zencase.com/en/articles/15922510-how-can-i-generate-reports-for-open-invoices-and-payments-for-a-client-in-practice-pro.md)

## Miscellaneous

- [Dashboards](https://support.zencase.com/en/articles/11381864-dashboards.md): How To Configure Dashboards In Practice Pro
- [Manage Tags](https://support.zencase.com/en/articles/7992461-manage-tags.md): How To Manage Tags In Practice Pro \(formerly ZenCase\)
- [How To Tag Items](https://support.zencase.com/en/articles/6313251-how-to-tag-items.md): How To Tag Items In Practice Pro \(formerly ZenCase\)
- [Firm Custom Contact And Matter Numbers](https://support.zencase.com/en/articles/6842974-firm-custom-contact-and-matter-numbers.md): How To Setup Firm Custom Contact And Matter Numbers In Practice Pro

## Accounting

- [Why can't I see or access invoice tags in Practice Pro?](https://support.zencase.com/en/articles/13396784-why-can-t-i-see-or-access-invoice-tags-in-practice-pro.md)
- [How can I generate open invoice reports for a single client in Practice Pro?](https://support.zencase.com/en/articles/13408075-how-can-i-generate-open-invoice-reports-for-a-single-client-in-practice-pro.md)
- [Finance Pro - General Ledger \(Accounts\) - How to navigate the chart of accounts](https://support.zencase.com/en/articles/14033865-finance-pro-general-ledger-accounts-how-to-navigate-the-chart-of-accounts.md): Finance Pro - General Ledger \(Accounts\) - How to navigate the chart of accounts
- [Finance Pro - Accounts - Creating a new Journal Entry](https://support.zencase.com/en/articles/14035534-finance-pro-accounts-creating-a-new-journal-entry.md): Finance Pro - Accounts - Creating a new Journal Entry
- [Practice Pro - GL Budgets](https://support.zencase.com/en/articles/14496572-practice-pro-gl-budgets.md): Practice Pro - GL Budgets
- [Practice Pro - Budget Reports](https://support.zencase.com/en/articles/14497888-practice-pro-budget-reports.md): Practice Pro - Budget Reports - How to review and analyze reports

## Finance Pro Contacts

- [Finance Pro - How to add matters](https://support.zencase.com/en/articles/13430024-finance-pro-how-to-add-matters.md): How to add Matters
- [Finance Pro - Where to save, review and display Time Entries](https://support.zencase.com/en/articles/13436364-finance-pro-where-to-save-review-and-display-time-entries.md): Where to save, review and display Time Entries
- [Finance Pro - Notification Panel](https://support.zencase.com/en/articles/13436495-finance-pro-notification-panel.md): Finance Pro - Notification Panel
- [Finance Pro - How to set up and manage sales tax](https://support.zencase.com/en/articles/14086396-finance-pro-how-to-set-up-and-manage-sales-tax.md): Finance Pro - How to set up and manage sales tax

## Practice Pro and Finance Pro Training Videos

- [Practice Pro - Client Intake Training Video](https://support.zencase.com/en/articles/13459598-practice-pro-client-intake-training-video.md): Practice Pro - Client Intake Training Video
- [Practice Pro - Create Custom Record Templates for Client Intake Training Video](https://support.zencase.com/en/articles/13459648-practice-pro-create-custom-record-templates-for-client-intake-training-video.md): Practice Pro - Create Custom Record Templates for Client Intake Training Video
- [Practice Pro - Conflict Check Training Video](https://support.zencase.com/en/articles/13459665-practice-pro-conflict-check-training-video.md): Practice Pro - Conflict Check Training Video
- [Practice Pro - Add a Contact or Client Training Video](https://support.zencase.com/en/articles/13459702-practice-pro-add-a-contact-or-client-training-video.md): Practice Pro - Add a Contact or Client Training Video
- [Practice Pro - Tasks Training Video](https://support.zencase.com/en/articles/13459734-practice-pro-tasks-training-video.md): Practice Pro - Tasks Training Video
- [Practice Pro - How to create a matter Training Video](https://support.zencase.com/en/articles/13459914-practice-pro-how-to-create-a-matter-training-video.md): Practice Pro - How to create a matter Training Video
- [Practice Pro - Entering Time Training Video](https://support.zencase.com/en/articles/13459930-practice-pro-entering-time-training-video.md): Practice Pro - Entering Time Training Video
- [Practice Pro - Entering Hard and Soft Costs Training Video](https://support.zencase.com/en/articles/13459938-practice-pro-entering-hard-and-soft-costs-training-video.md): Practice Pro - Entering Hard and Soft Costs Training Video
- [Practice Pro - Calendar Training Video](https://support.zencase.com/en/articles/13459952-practice-pro-calendar-training-video.md): Practice Pro - Calendar Training Video
- [Practice Pro - Reports for Practice Pro-Finance Core Training Video](https://support.zencase.com/en/articles/13459960-practice-pro-reports-for-practice-pro-finance-core-training-video.md): Practice Pro - Reports for Practice Pro-Finance Core Training Video
- [Finance Pro - Reports in Finance Pro Training Video](https://support.zencase.com/en/articles/13482306-finance-pro-reports-in-finance-pro-training-video.md): Finance Pro - Reports in Finance Pro Training Video
- [Practice Pro - Business Intelligence Training Video](https://support.zencase.com/en/articles/13482323-practice-pro-business-intelligence-training-video.md): Practice Pro - Business Intelligence Training Video
- [Practice Pro - Home Screen Overview Training Video](https://support.zencase.com/en/articles/13482357-practice-pro-home-screen-overview-training-video.md): Practice Pro - Home Screen Overview Training Video
- [Practice Pro - Finance Core Integration Training Video](https://support.zencase.com/en/articles/13482364-practice-pro-finance-core-integration-training-video.md): Practice Pro - Finance Core Integration Training Video
- [Practice Pro - Generating Pre-Bills Training Video](https://support.zencase.com/en/articles/13482376-practice-pro-generating-pre-bills-training-video.md): Practice Pro - Generating Pre-Bills
- [Practice Pro - Generate and Send Invoices Training Video](https://support.zencase.com/en/articles/13482384-practice-pro-generate-and-send-invoices-training-video.md): Practice Pro - Generate and Send Invoices Training Video
- [Practice Pro - Edit Prebills Training Video](https://support.zencase.com/en/articles/13482392-practice-pro-edit-prebills-training-video.md): Practice Pro - Edit Prebills Training Video
- [Practice Pro - Payments Training Video](https://support.zencase.com/en/articles/13482406-practice-pro-payments-training-video.md): Practice Pro - Payments Training Video
- [Practice Pro - Deposits Training Video](https://support.zencase.com/en/articles/13482452-practice-pro-deposits-training-video.md): Practice Pro - Deposits Training Video
- [Practice Pro - Billing Statements Training Video](https://support.zencase.com/en/articles/13482472-practice-pro-billing-statements-training-video.md): Practice Pro - Billing Statements Training Video
- [Finance Pro - Sales Taxes Training Video](https://support.zencase.com/en/articles/13482482-finance-pro-sales-taxes-training-video.md): Finance Pro - Sales Taxes Training Video
- [Practice Pro - Trust Accounting Training Video](https://support.zencase.com/en/articles/13482493-practice-pro-trust-accounting-training-video.md): Practice Pro - Trust Accounting Training Video
- [Practice Pro - Client Refunds Training Video](https://support.zencase.com/en/articles/13482513-practice-pro-client-refunds-training-video.md): Practice Pro - Client Refunds Training Video
- [Finance Pro - Accounts Payable](https://support.zencase.com/en/articles/13482521-finance-pro-accounts-payable.md): Finance Pro - Accounts Payable
- [Finance Pro - Accounts \(General Ledger\) Training Video](https://support.zencase.com/en/articles/13569614-finance-pro-accounts-general-ledger-training-video.md): Finance Pro - General Ledger \(Accounts\) Training Video
- [Finance Pro - Bank Reconciliation Training Video](https://support.zencase.com/en/articles/13744848-finance-pro-bank-reconciliation-training-video.md): Finance Pro - Bank Reconciliation Training Video
- [Practice Pro - Training Video - Setting up & using LEDES Billing](https://support.zencase.com/en/articles/14298678-practice-pro-training-video-setting-up-using-ledes-billing.md): Practice Pro - Training Video - Setting up & using LEDES Billing
- [Practice Pro - Setting Up and Managing Split Billing Training Video](https://support.zencase.com/en/articles/14425705-practice-pro-setting-up-and-managing-split-billing-training-video.md): Practice Pro - Setting Up and Managing Split Billing Training Video
- [SurePoint Finance Enterprise 'Plus' - 'Conflict Search' Webinar](https://support.zencase.com/en/articles/14667364-surepoint-finance-enterprise-plus-conflict-search-webinar.md): SurePoint Finance Enterprise 'Plus' - 'Conflict Search' Webinar
- [Practice Pro - Automated Time Manager Training Video](https://support.zencase.com/en/articles/14723249-practice-pro-automated-time-manager-training-video.md): Practice Pro - Automated Time Manager Training Video
- [Practice Pro Mobile App Training Video](https://support.zencase.com/en/articles/14888625-practice-pro-mobile-app-training-video.md): Practice Pro Mobile App Training Video
- [Practice Pro - Payment Allocations Training Video](https://support.zencase.com/en/articles/15016959-practice-pro-payment-allocations-training-video.md): Practice Pro - Payment Allocations Training Video

## Vendors

- [Finance Pro - How to add a vendor through Firm Settings or using the drop down menu](https://support.zencase.com/en/articles/13628523-finance-pro-how-to-add-a-vendor-through-firm-settings-or-using-the-drop-down-menu.md): Finance Pro - How to add a vendor through Firm Settings or using the drop down menu

## Conflict Checks

- [Practice Pro - How to perform conflict checks in Practice Pro](https://support.zencase.com/en/articles/14107311-practice-pro-how-to-perform-conflict-checks-in-practice-pro.md): Practice Pro - How to perform conflict checks in Practice Pro

## SurePoint Pro Training Videos

- [SurePoint Pro - Security Groups and Permissions Training Video](https://support.zencase.com/en/articles/14121905-surepoint-pro-security-groups-and-permissions-training-video.md): SurePoint Pro - Security Groups and Permissions Training Video
- [SurePoint Pro -Client and Matter Overview](https://support.zencase.com/en/articles/14122315-surepoint-pro-client-and-matter-overview.md): SurePoint Pro -Client and Matter Overview
- [Finance Pro - GL Budgets Training Video](https://support.zencase.com/en/articles/14625670-finance-pro-gl-budgets-training-video.md): Finance Pro - GL Budgets Training Video
- [Practice Pro - How to add a Role or Rate for a Matter Training Video](https://support.zencase.com/en/articles/15188964-practice-pro-how-to-add-a-role-or-rate-for-a-matter-training-video.md): Practice Pro - Add a Role or Rate for a Matter Training Video
- [Configuring Finance Pro GL Allocations Training Video](https://support.zencase.com/en/articles/15587836-configuring-finance-pro-gl-allocations-training-video.md): Configuring GL Allocations Training Video
- [SurePoint Finance Pro -Check Requests video](https://support.zencase.com/en/articles/16280434-surepoint-finance-pro-check-requests-video.md): SurePoint Finance Pro -Check Requests video

## SurePoint Pro Articles

- [Finance Pro - New Accounting and Financial visibility](https://support.zencase.com/en/articles/15177130-finance-pro-new-accounting-and-financial-visibility.md): Finance Pro - New Accounting and Financial visibility