Skip to main content
Mitratech Success Center

Collaborati: Tips for Firms

Here are the tips for firms - including how to locate the settings.

TIPS FOR FIRMS

Office Accounts are created by Collaborati Support.

You will notice at the top of many pages that the Select Office drop down.

Office accounts are used to manage firms with multiple locations.

COLL_-_TipsForFirms1.png

To view a page in Collaborati or create an invoice, you will need to select an “Office” if the office is not already selected.

SETTINGS FOR FIRMS

 There are two places to check Settings for Firms.

To locate the settings, such as Billing Currency or Time Zone:

Click on Admin in the top menu bar and choose Offices

 

COLL - TipsForFirms2.png

Click on the Office Name

Bank Account Information

The Account fields are available on this page (Account Country, Account Title, Account Number, Routing Number).

COLL_-_TipsForFirms3.png

Click on the Settings icon in the left navigational bar.

Settings are visible on this page.

 

COLL - TipsForFirms4.png

 

Additional Settings for Firms, such as Invoice Options and Discounts can be found here:

Click on Admin in the top menu bar and choose Settings

 

COLL - TipsForFirms5.png

 

  • Was this article helpful?