This article contains a recording of one of the talks from our 2022 User Conference. In this presentation, Cally gives you lots of handy tips for getting the most out of Equinox.

Timestamps

00:16 Summary 
00:54 Create linked client care files 
01:59 Set default case users for cases 
02:45 Use existing system reports to build a report you want 
03:50 Duplicate a colleague's existing report 
 05:29 Handy links you can find in the System Management - left-hand menu 
06:00 Schedule recurring reports in advance 
07:22 Use the manual currency update option  
08:28 Set discount rates automatically 
11:10 Use charge sheet expressions 
13:43 Manage dropdowns