User Guides
User Guides explain every part of EVX Software you use day to day, one feature at a time. Each guide shows what the feature does, how to use it step by step, and how it connects to the rest of your work, so you can find the answer yourself and get more from the system.
What you see depends on your role and on how your firm has set up EVX Software. Your screens may show fewer projects, amounts, or options than a guide.
Start here
Read these first. They cover the screens and ideas you use everywhere in EVX Software.
- Overview and dashboard: the screen that opens when you sign in, with your projects, their financial progress, and the work that is late or coming up.
- Customize your views: change the columns, lists, panels, and widgets you see, so EVX Software fits the way you work.
- Dimensions: how your firm's work is organized by client, project, department, and more, and how to filter every screen by them.
All features
Every other area, in alphabetical order, as in the sidebar:
| Area | What you find there |
|---|---|
| Clients and contacts | Your clients, their contacts and companies, and the difference between users and contacts |
| Documents and notes | Files, document types, notes, and web links |
| Email and collaboration | Email in EVX Software, comments, subscriptions, and notifications |
| Expenses | Budgeted and actual expenses, and how they are submitted and approved |
| Financial management | Project budgets, contract types, rates, invoices, and payments |
| Forms and custom data | Custom fields and forms |
| Projects | Creating and managing projects, proposals, templates, and project financial fields |
| Reports | Running, building, and exporting reports, including the prebuilt reports on budgets, forecasts, utilization, and project status |
| Tasks and planning | Tasks, subtasks, milestones, templates, the Gantt chart, and the calendar |
| Time tracking | Recording, reviewing, submitting, and approving time, including the weekly view |
| Your account | Your profile, password, language, time zone, and formats |
Where else to look
- New to EVX Software? Start with Getting Started, a short path from your first sign-in to your first time entry.
- Not sure where to go next? Next steps by role suggests what to read for your role.
- Looking for settings your firm controls, such as users, permissions, and rates? Those are set by your administrator and covered in Administration.
- Have a specific question? Check the Frequently asked questions.