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Printing Options
The Printing Options influences how an invoice is ‘Printed’; other than selecting fields, which is covered by the Invoice Template...
08 Sep, 2014
Making Bulk Payments to Invoices
Making payments to invoices can be made in bulk and either paid in full or partially paid. Bulk payments to invoices can be made through...
08 Sep, 2014
Financial Lock
The Financial Lock, when enabled and a date has been specified, will prevent any unwanted or accidental changes to...
04 Aug, 2014
Creating Roles
Roles are like teams but can allow a user to have shared access to documents, activities, items, and invoice templates and letterheads. Roles...
30 Jul, 2014
Creating Teams
Teams allow a particular case to be accessed by more than just the one case manager handling that client. For example, a team can be added to a...
30 Jul, 2014

Recent Articles
Change User Password
By clicking the 'Password' button at the bottom of the 'Access Privileges' window the user will be able to reset their password. ...
17 Sep, 2014
Case Notes Tab
The 'Case Notes' Tab contains records of activity regarding the selected case that are both logged and stored automatically by the iinsight...
17 Sep, 2014
Creating a Service Contract
The Service Contract is essential to the iinsight system, even for 'not for profit' organisations. The Service Contract allows charges to be...
17 Sep, 2014
Company and Contact Management
The 'Company Details' and 'Company Contacts' tabs are located in the right-hand pane of the 'Companies' interface and allow the user to view and edit...
08 Sep, 2014
Making Bulk Payments to Invoices
Making payments to invoices can be made in bulk and either paid in full or partially paid. Bulk payments to invoices can be made through...
08 Sep, 2014