Beginners Guide to Apperio
- About Apperio
- Logging in for the First Time
- Work In Progress (WIP) in Apperio
- The Matters Page
- Filtering in Apperio
- The Invoice Page
The Apperio Dashboard
Tracking Spend
- Introduction to the Spend Overview
- The Analytics Page
- Rates in Apperio
- Totals Chart by Law Firm
- Fee Type by Law Firm
- Fee Breakdown by Role for Law Firms
Managing Matters
- Matter allocation rules
- Introduction to the Matters Page
- How to View a Matter
- A Breakdown of Matter Charts and Totals
- Managing Budgets
- Phases & Tasks
Invoice Approval
- Adding Approval Steps to an Invoice
- Changing Invoice Approvers
- Introduction to the Invoice Page
- Invoice Approval Workflows
- Managing Approval Groups
- Querying Invoices
The Reports Page
Rates and Billing Guidelines
Managing Users, Access and Permissions
- Managing Approval Groups
- User access and permissions
- Confidential Matters
- Adding Users
- Manage Existing Users
- Setting up Single Sign-On (SSO) in Apperio