Start the trial
Partners only. An Admin who opens a Finance page first sees that Finance is not enabled and a note to ask a Partner. The first time a Partner opens Quotes, Expenses or Invoices, Arkata offers the trial. Click Start free trial, or Not now to come back later. Finance switches on for the whole firm straight away, the project Billing tab appears, and you get an email with a short guide.During the trial
Everything in Finance works as normal. A good first stop is firm billing settings, to add your logo and set up email sending.Manage quotes
Fee proposals and revisions.
Billing stages
Splitting a project fee into chunks.
Create and send invoices
Turning ready stages into bills.
Track expenses
What the firm spends.
When the trial ends
After 14 days we check in to see whether you want to keep it. If the trial ends without an upgrade, Finance in the sidebar and the project Billing tab both show a lock, and opening a Finance page tells you the trial has ended. Contact us to upgrade and keep using Finance.Next steps
Firm billing settings
Set up your logo, VAT rate and email sending first.
Roles
Who at your firm can use which Finance features.