How to configure Medusa (Configure Menu)

Getting started (Configuration Wizard)
Before you will be able to process Invoices in QuickBooks, you will need to do at least some configuration in Medusa. This is done under the Configure menu ...
Fri, 20 May, 2022 at 8:22 AM
QuickBooks Connection
To set up a connection to QuickBooks (both Desktop & Online), from the main Medusa screen, go to Configure→QuickBooks Connection (or click the shortcut ...
Fri, 20 May, 2022 at 8:23 AM
ID Fields
A LEDES file usually requires four pieces of ID information for the overall invoice (not line item).  These are Client ID, Law Firm Matter ID, Client Matte...
Wed, 25 May, 2022 at 9:49 AM
UTBMS Fields
How do I add UTBMS (Task/Activy/Expense) codes to QuickBooks and get them to come into my LEDES file? UTBMS (Task/Activy/Expense) codes may or may not ...
Wed, 25 May, 2022 at 9:48 AM
Timekeeper ID information can come from various columns in your QuickBooks Invoices. To select which one, use the Timekeeper Field Setup as shown below. ...
Wed, 25 May, 2022 at 9:46 AM
Filter & Batch Settings
Please contact doh@bridgedanalytics for instructions on Filter & Batch Settings.
Fri, 6 Aug, 2021 at 3:03 PM
Invoice Description & Misc. Settings
The Invoice Description is many times an optional field that can be used for your own purposes.  Many clients leave this blank, or use the same wording for...
Wed, 25 May, 2022 at 9:43 AM
To add a new client to your Medusa software, you will likely want to add them as a new Profile. To create a new profile go to Configure→Profiles or clic...
Wed, 25 May, 2022 at 9:40 AM