1. Click settings
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2. Click matter defaults under business
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3. Click statement of account
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4. Under accounting details, click the drop down and select your accounting program

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5. Select whether you'd like for your accounting export identified by file number or accounting number
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6. Select the matter type you would like to set your defaults in
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7. Check this box if you'd like to calculate fee based on all-inclusive price

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8. Enter your fee and click save

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9. Click inside any text box to edit the text

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10. Click edit text to edit the default description within your statement of account
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11. Click save once you have finished making your changes

12. Click + add to add custom lines to conveyancing fees, HST disbursements and non HST disbursements
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13. Enter a description and price and click save
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