SILQ is very customisable and most of this customisation can be done through system settings.
To get to your System Settings, click on the cog icon in the top right corner of the SILQ window that will take you directly to the System Settings window.
SILQ is very customisable and this is the section in which you are able to choose most of those customisations.
In each of the below sections, if you do not update any settings they will remain as the default that is already displayed on screen. If you do change any of the options, then be sure to press save on the bottom of the screen (you will need to do this for each section on the left hand side you are in).
Organisational Details
Fill in your company name.
Enter all your current address details. If your postal address is the same as your street address details, you can save time by clicking on the copy from street address button.
Enter your current Phone, email and website details (if applicable).
This information will be used on your invoices, receipts, documents and reports.
Click Save
Business Setup
This section provides you with options to:
1. Decide how time entries are calculated and grouped. There are 6 options here for you to update.
2.
Click Save
Matter class rates
Here you can change your rates charged per hour depending on the matter class. Note: You only need to enter entries here if the rates are different for a selected matter class from the fee earners defaults values.
Click Save
Defaults
Here you can enter in your default expense type, paid and income type, as well as your matter no. strategy and your default matter class. This will save time as it will automatically select these fields when filling in matters and invoices.
Click Save
Estimates
Enter in a estimate warning percentage and threshold to give a warning once the value of the matter transaction either reaches or exceeds the estimate.
Click Save
Regional Settings
Enter in your country, currency, tax type and tax rate.
Click Save
Trust
Set your Trust State. Trust Cheque.
Enter your default EFT Details when preparing a Trust to Office transfer. Please note: This is your Office bank account details.
Click Save
Search Provider
Enter your search provider, then your Username and Password to start using your search provider.
Click Save
Accounts
Setup and edit all of your bank accounts. You can add bank accounts by clicking on the “Acc No” Icon, then clicking on “New Account”
Click Save
Xero Integration
Add your Xero Invoice Account as well as choosing sync options. Once finished, click on Test Connection.
Click Save
SilqPay
Here is where you can set up your SilqPay. Enter your Payment API Key and select who pays the fee. “Email Link Desc” is where you can customize what you want the email link you are sending out to say, for example “Please click here to view and pay your invoice”. If you want any of the below option to show on the invoice, simply tick the check boxes. For example if you want the client to have the option to pay with direct debit, click on the “Show Direct Debit Payment” check box.
Click Save
Interest Rates
Here is where you can add an interest rate amount, effective date and the calculation method for clients who have overdue invoices.
Click Save
Exchange Rates
SILQ allows you to set exchange rates for various currencies by selecting the currency and exchange rate if you wish to invoice clients using a different currency.
Click Save
Templates
Here you can edit where each of your templates will be saved, as well as their save strategy.
You can edit the templates individually as to where you would like each matter to be saved by clicking on the invoice template icon. Document system refers to your online storage database; such as OneDrive. Enter in your document system, then the root folder for where you want the template to be saved.
Click Save
Statements
Here you can customise text to appear on each of your regular documents such as invoices, global footer (every document you produce) and your costs agreements.
Click Save
Lookups
There is another feature to make data entry easier which are called Lookups. Throughout SILQ there are various drop down list boxes which can be predefined with text. Lookups are the lists that show in the drop down lists such as on the case details tab in the update matter window, or the document type for Safe Custody.
For example, if there is a particular matter description you always deal with, instead of having to type the matter description in every time you create a new matter, you can predefine the text that will appear in that drop down list, and click it to use it.
Click Save