WorkCloud Support & Knowledge Base

Migrating over to Actionstep 14

• Automatically Set Chrome to open Actionstep
• Installation Instructions for Office 2016-2019 Integration for Actionstep
• Deploying the Actionstep Outlook 365 Integration Add in - Office 365 Only
• How to setup your Hosted or non Office 365 Exchange Outlook Calendar to sync with Actionstep
• Bringing over Opening Matter Trust Balances/Setting opening Balance for Trust Account

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Invoicing & Accounting 13

• How to record an 'Anticipated Disbursement'
• Write Offs & Credit Notes Explained
• Changing who the bill is sent to - ie Third Party Payer
• Start Time on TimeSheet is not showing the current time
• Create a Debtor Statement

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Trust, Controlled Monies & Investment 9

• Creating a Custom Trust 'Statement' Template per Bank Account
• Printing a Controlled Monies Register - Article 64 of Uniform Trust Rules
• Trust Transactions not Showing in Reconcilations
• Payment Holds on Trust Transactions
• Setting up Controlled Monies accounts - including Report on Controlled Monies

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Actionstep Hints and Tips 22

• Email Signature coding - Actionstep
• Updating Actionstep Subscription Details
• Adding a new User into Actionstep
• Authentication Error - Actionstep Calendar Sync
• Troubleshooting the Actionstep Office Plug in

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Xero Integration 8

• Xero refresh Chart of Accounts
• Mapping Xero Accounts
• How to create and apply a credit (write-off) when XERO enabled
• Tax Constraints with Xero Connection to Actionstep
• Connecting Actionstep to Xero

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LEAP 1

• Leap Reports for for extracting data to Excel

Power BI Integration 2

• How to Sign up to Power BI (Trial Account)
• Actionstep Data Backup and Extraction

Actionstep New Admin Interface - Tips and Hints 3

• System Object Permissions
• Copying Data Collection Fields
• Force Dropdown List Options

Actionstep Reporting 2

• Differences between Fee Allocation and Fee Recovery Report in Actionstep
• Key Reporting options in Actionstep for Performance and Revenue tracking