Rocket Matter FAQ

Recent Updates

Kanban troubleshooting tips.
Updated on: May 13, 2020
- Rocket Matter Knowledge Base Kanban View Kanban troubleshooting tips.
Kanban Scopes Deadlines Rocket Project Management workflow statuses Pro premier Essentials
How do I add or change a merge field on my Invoice Template?
Updated on: Feb 14, 2020
- Rocket Matter Knowledge Base Templates: Invoice, Summary and Statement How do I add or change a merge field on my Invoice Template?
add a field change my invoice template Invoice invoice template Invoices merge merge field mergefield Template matter custom field invoice client custom field invoice custom merge field Matter Custom field Template Merge Fields and Tables Pro premier
'I want to see a list of all of my matters which have a tax rate applied to them' Report Key
Updated on: Jan 17, 2020
- Rocket Matter Knowledge Base Reports 'I want to see a list of all of my matters which have a tax rate applied to them' Report Key
Pro premier
'I want to see the taxes invoiced and collected during a time period' Report Key
Updated on: Jan 17, 2020
- Rocket Matter Knowledge Base Reports 'I want to see the taxes invoiced and collected during a time period' Report Key
Pro premier
'I want to see all matters in which I am sharing invoices' Report Key
Updated on: Jan 17, 2020
- Rocket Matter Knowledge Base Reports 'I want to see all matters in which I am sharing invoices' Report Key
Pro premier
'I want to see a list of all matters with an Evergreen Retainer' Report Key
Updated on: Jan 17, 2020
- Rocket Matter Knowledge Base Reports 'I want to see a list of all matters with an Evergreen Retainer' Report Key
'I want to see all of my trust account transactions' Report Key
Updated on: Jan 17, 2020
- Rocket Matter Knowledge Base Reports 'I want to see all of my trust account transactions' Report Key
Essentials Pro premier
'I want to see a list of matters with budgets' Report Key
Updated on: Jan 17, 2020
- Rocket Matter Knowledge Base Reports 'I want to see a list of matters with budgets' Report Key
'I want to see all the expenses incurred' Report Key
Updated on: Jan 17, 2020
- Rocket Matter Knowledge Base Reports 'I want to see all the expenses incurred' Report Key
How to share an Invoice with multiple Contacts.
Updated on: Jun 17, 2019
- Rocket Matter Knowledge Base Invoice Sharing How to share an Invoice with multiple Contacts.
Multiple contacts Sharing an invoice Essentials Pro premier