1. Click settings

2. Under business, click matter defaults

3. Click the statement of account tab

4. Under accounting details, you can select Soluno from the drop-down menu for your preferred accounting platform.

5. Select whether you prefer file number or accounting number as your export file identifier

6. Click manage accounting codes to set up your accounting codes
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​Note: you will only be required to set up your accounting codes once

7. Select type from the drop-down menu and input the corresponding accounting code
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​Note: your accounting codes can be found within your Soluno account and must match what is in Closer for the integration to function properly

8. To edit, add or delete codes, you will need to make changes in Soluno and re-import the CSV files by selecting import new under G/L account file and activity code file

9. Click save when you are finished

10. Once you have made your selections within settings, navigate to a file and click the finances tab

11. Click the account tab

12. Click view accounting export

13. Any codes you have set up within your settings will reflect here

14. If you wish to print this information, click print

15. You may also export your accounting file here by clicking export
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​Note: the contents will export into a ZIP folder, as there are two separate items being exported

16. To return back to your statement of account, click view statement of account