This article provides a checklist of the areas of your system that can be customised as part of your system setup.
Not all subscribers use every area of Equinox (e.g. the Finance section is not used by some subscribers), however this provides an idea of the options available to customise.
Feel free to print or copy this list to help you track your system setup.
| Where to find it | Ready Out of the box | |
|---|---|---|
| User configuration | ||
| User accounts | Administered by Equinox Team If Enterprise Power Admin: System menu > System Management | No |
| User details | System menu > User Details | No |
| User preferences | System menu > User Preferences | Yes |
| User permissions | System menu > System Permissions | Yes |
| User charge rates | System menu > Charge Rates | No |
| Office365/Exchange connection | System menu > User Preferences > Email tab If Exchange, also: System menu > System Preferences > General tab > System Features | No |
| Office plug-in install | Download link provided during onboarding | No |
| 2-factor authentication | System menu > User Preferences > Security tab | No |
| Global system settings and customisation | ||
| Default country | Administered by Equinox Team | No |
| Subscriber icon | System menu > System Preferences > General tab > System Information | No |
| System preferences | System menu > System Preferences | Yes |
| System wordings | System menu > System Wordings | Yes |
| Document folders | System menu > Manage Dropdowns > Document Folders tab | Yes |
| Dashboards | System menu > Dashboards | Yes |
| Process configuration | ||
| Correspondence templates - smart templates | System menu > Standard Templates > Smart Templates | No |
| Correspondence templates - tags | System menu > Standard Templates > Smart Templates > Template content edit screen | No |
| Correspondence templates - standard templates | System menu > Standard Templates > Standard Templates | No |
| Custom merge codes | System menu > Expressions | No |
| Email subject format | System menu > Email Subjects | Yes |
| Task types | Administered by Equinox Team | Yes |
| Pre-set tasks | System menu > Pre-set Tasks | No |
| Saved and scheduled reports | Reports menu | No |
| Case configuration | ||
| Case categories/sub-categories | System menu > Case Categories | Yes |
| Case reference format | System menu > Case Code Generation and System menu > Manage Categories (to set up category letter codes) | Yes |
| Case statuses | System menu > Manage Dropdowns and System menu > Case Status Settings | Yes |
| Case layouts (case details screen) | System menu > Case Layouts | Yes |
| Case documents table columns | System menu > Custom Table Views | Yes |
| Finance configuration | ||
| Default currency | Administered by Equinox Team | Yes |
| VAT rate | Finance menu > VAT Rate | Yes |
| Default payment term | Finance menu > Payment Term and Tax Date | Yes |
| Currency rates and mark-ups | Finance menu > Currency | No |
| Charge sub-categories | System menu > Manage Dropdowns | Yes |
| Charge sheet | Finance menu > Charge Sheet | No |
| Invoice/credit note templates | Finance menu > Standard Templates | No |
| Invoice number format | Administered by Equinox Team | No |
| LEDES export settings | Administered by Equinox Team | No |
| Timesheet facility | System menu > System Preferences > General tab > System Features |