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Features
Information about the general features of Nojumi that are accessed across the various products.
Accounting
Bookkeeping
- Matching transactions with the Bank Feed
- Troubleshooting Reconciliation Issues
- How to record payments made from your General Account to your Credit Card
- How to add received funds
- Actual Balance vs. Projected Balance
- What is a calculated field, and how do I use it
- How to prepare a cheque in Nojumi
- How to record an outgoing wire payment in Nojumi
- How to record an outgoing email transfer
- How to connect your Moneris Checkout account to Nojumi
- What type of cheques are supported by Nojumi?
- How to configure the Cheque settings in Nojumi
- How do I add my bookkeeper and accountant to my Nojumi account?
- Expected Transactions vs. Actual Transactions
- How to add a Trust Account to Nojumi
- How to add a General Account to Nojumi
- How to add a Credit Card Account to Nojumi
- How to remove a bank account from Nojumi
- How to edit the details of a bank account added to Nojumi
- How to add a bank account to Nojumi
- How to connect Nojumi bank accounts to your banking institution
- How to add a time entry to a matter
- How to add expected incoming funds
- How to request a cheque
- How to assign a cheque number to a cheque
- How to issue a cheque
- How to prepare a trust ledger
- How to add expected outgoing funds
- Transaction colours and what they mean
- Outgoing Funds Page
- How to add actual outgoing funds
- How to add actual incoming funds
- What are outgoing funds?
- What are reconciled transactions?
- Best bookkeeping practices within a matter
- How to add matter transactions
- Moneris Pricing for Nojumi Users
- How to add transactions in Nojumi
- Matching transactions within a matter
- Bank Feed Transactions
- The Matching Page
- How to complete the monthly Law Society of Ontario reconciliations
- How to issue an invoice
- What are Entries?
- Invoices vs. Bills
- How to add a supplier bill
- How to add disbursements to a matter
- How to add a flat fee entry to a matter
- All Invoices Page
- Invoice Home Page
- How to apply a payment to an invoice
- How to apply a discount to an invoice
- Matching credit card payments with Expenses and Bills
- How to delete a bank feed transaction
- How to record an incoming email transfer
Matter Management
- Feature Sheet: Matter Management
- What is a Matter?
- How to create a new matter
- How to change the Matter Number
- How to change the Matter Display
- Browsing an existing Matter
- Matter Documents Page
- Matter Calendar Page
- Matter Entities
- Matter Generate Documents Page
- How to change the Matter Status to Closed
- How to change the Matter Status to aborted
- How to create a new real estate matter
- Matter Transactions
Entity Management
ID Verification
- How to complete ID Verification in Nojumi
- How to download the ID Verification report
- Is Nojumi's ID Verification technology compliant with Law Society of Ontario rules?
- ID Verification: Client Instructions
- How to record source of Funds information in Nojumi
- Can I use Nojumi's ID Verification as a stand-alone feature?
- ID Verification Templates
- What does Nojumi's ID Verification check?
- ID Authentication
- Selfie Check
- Data Source Verification
- SMS Verification
- What countries are supported by Nojumi's ID Verification?
- Risk Check
- Overriding an ID Verification Failure
- Data Source Verification Failure
Data Management
Document Management
Upload Bins
- What are Upload Bins?
- Upload Bin Types
- Upload Bins for Documents not Required to be Signed
- Signing Document Upload Bins
- Setting Access to Upload Bins
- Where to find the Upload Bins
- Creating a New Upload Bin
- Uploading to Upload Bins
- Removing Documents from Upload Bins
- Obtaining Documents through Upload Requests
- Generated Documents in your Upload Bins
- Responsible Party
- Upload Bins Page
- Uploading Documents into an Upload Bin
- Creating a New Upload Bin
Document Generation
Nojumi Drive
- What is Nojumi Drive?
- Document Browser Directory
- Directory URL
- Document Browser Folders
- Document Browser Default Folder Structures
- How to Add a New Folder
- How to Delete a Folder
- How to Add a New Document
- Document Browser Files
- How to Add a New Sheet
- How to Delete a File
- Firm Documents
- Nojumi Drive Page
Electronic Signing
Time Management
- Firm Calendar
- Where can I see Important Dates?
- Pre-defined Important Dates
- Add Custom Important Dates
- Matter Calendar
- Appointment Booking Process
- Appointment Booking: Staff Attendees
- Appointment Booking Settings: Firm Settings
- Appointment Booking Settings: Staff Member Settings
- How to Add a Staff Calendar
- Send an Appointment Booking Link
- External Calendars
- How to Connect Nojumi to an External Calendar
- Appointment Booking
- Important Dates
Communications
Title & Writ Searches
- How to do Title Searches in Nojumi
- How to do Writ Searches in Nojumi
- Access Title Search Results in the Closing Form
- Add Title & Writ Search Costs as Disbursements
- Generating and Importing a Draft Charge into Teraview
- Generating and Importing a Draft NAR into Teraview
- How to Connect Nojumi to your Teraview account
- How do I access the title search page for a property?
- Teraview Credentials vs. Teranet Connect Credentials