1. Click settings

2. Under business, click matter defaults

3. Click statement of account

4. Click the drop down menu under accounting details to select your accounting program

5. Select whether you wish your accounting export identifier be by file number or accounting number

6. Select the file type you would like to set your defaults in

7. Click the check box should you wish to calculate fee based on all-inclusive price

8. Enter the fee and click save

9. Click inside any textbox to edit the text

10. Click edit text to edit the default description within your statement of account

11. When you are finished making your changes, click save

12. You can add custom lines to conveyancing fees, HST disbursements and non HST disbursements by clicking the green + add button

13. Enter in your desired details and click add