Best Practices Archives - OfficeTools

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Document Conversion

Workflow vs. Lacerte Status

Managing Contact Lists Using Outlook Integration

Administrative Contact

Performing Adjustments On Invoices

Applying Expenses

Basic Toolbar Buttons

Bill To Contacts

Setting Up Document Managment

Move/Merge Contact Information

Global Project settings Defaults

Integrating Lacerte Statuses with Projects

Using Invoice Statuses

Common Invoice Types

Reoccurring Invoicing

Delegating To-Do’s

Managing Email Correspondence Using Outlook Sync