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Use a designated demo matter for these tutorials. Each example follows one task from its source information to the saved result. Start with Your first accounting walkthrough for the complete paralegal sequence, including who takes over at each stage.

Record a vendor expense

For: paralegals and accounting staff. You will learn: enter a cost once, find the saved record, and connect it to an invoice. Start Record your first vendor expense.

Record a resolution payment

For: staff preparing resolutions and accounting staff recording receipts. You will learn: separate draft preparation, financial review, routing, receipt entry, and allocations. Start Record a resolution and its first receipt.

Set up invoice and resolution reviews

For: organization administrators and automation editors. You will learn: install a standard workflow, select its reviewer role, publish it, and verify a matching event. Follow Add standard approval automations.

Continue with daily work

Once you can complete one record accurately, use bulk logging and approvals. For QuickBooks, follow setup and payment verification in a designated test company.