Monthly Totals (QBO vs Litify)
Reconciliation Status
Create Tenant
Create Entity
Tenants
| ID | Name | Slug | Status | Created |
|---|
Entities
| ID | Name | Type | External ID | Active |
|---|
Entity Financial Comparison
| Entity | Type | QBO Total | Litify Total | Variance | Records |
|---|
Cases Overview
| Case # | QBO Recs | Litify Recs | QBO Total | Litify Total | Variance | Status |
|---|
OAuth Authorization
Connect to QuickBooks Online or Litify/Salesforce via OAuth. Credentials must be configured first.
Create Connector
All Connectors
| ID | Entity | Type | Status | Last Sync | Actions |
|---|
🎨 Appearance
Choose a theme to personalize your dashboard. Your selection is saved automatically.
🔑 Credential Status
| Field | Configured |
|---|
🔑 Update Credentials
Leave fields blank to keep existing values.
🕑 Auto-Sync Scheduler
Automatically sync all active connectors on a schedule.
Reconciliation Runs
| ID | Status | Total | Matched | Discrepancy | Unmatched | Started | Actions |
|---|
Create Snapshot
Snapshots
| ID | Label | Status | Records | Created | Completed |
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Audit Log
| ID | Action | Resource | Resource ID | User | IP | Time | Details |
|---|
⚖ IOLTA Trust Account Compliance
| Case # | Deposits | Disbursements | Balance | Txns | Compliant | Last Activity |
|---|
📈 Matter Profitability
| Case # | Revenue | Costs | Net Profit | Margin % | Records | Profitable |
|---|
💰 Cash Flow Analysis
Create Rule
Rule Versions
| ID | Name | Type | Version | Active | Created | Actions |
|---|