Rocket Matter FAQ

Recent Updates

How to capture billable time for OneDrive documents.
Updated on: Aug 02, 2022
- Rocket Matter Knowledge Base OneDrive Integration How to capture billable time for OneDrive documents.
Disconnect Rocket Matter from OneDrive Business.
Updated on: Aug 02, 2022
- Rocket Matter Knowledge Base OneDrive Integration Disconnect Rocket Matter from OneDrive Business.
How to edit an Excel file using the Rocket Matter OneDrive integration.
Updated on: Aug 02, 2022
- Rocket Matter Knowledge Base OneDrive Integration How to edit an Excel file using the Rocket Matter OneDrive integration.
What is a 'Task' used for?
Updated on: Jul 06, 2022
- Rocket Matter Knowledge Base Tasks What is a 'Task' used for?
Task Pro premier Essentials Essentails
How to modify a Task.
Updated on: Jul 06, 2022
- Rocket Matter Knowledge Base Tasks How to modify a Task.
Pro premier Essentials Essentails
How to apply payments to Invoices in bulk.
Updated on: Jul 01, 2022
- Rocket Matter Knowledge Base Invoices: Bulk Payments and Adjustments How to apply payments to Invoices in bulk.
add Invoice multiple invoices LexCharge bulk record
How to add a Payment to trust.
Updated on: Jul 01, 2022
- Rocket Matter Knowledge Base Trust Accounting How to add a Payment to trust.
Payment Trust add add payment deposit funds receive payment
How to set up and use Client Matter Type Rates.
Updated on: Jul 01, 2022
- Rocket Matter Knowledge Base Additional Billing Options How to set up and use Client Matter Type Rates.
premier
How to enable payment processing fees on an existing matter.
Updated on: Jun 27, 2022
- Rocket Matter Knowledge Base Matters How to enable payment processing fees on an existing matter.
Firm Setup Guide.
Updated on: Jun 23, 2022
- Rocket Matter Knowledge Base Setup Guide: Firm Firm Setup Guide.