CROSStrax Help Desk

If you receive an error, please check to see if your Quickbooks authorization has been initiated and properly set up. Follow the below steps to reconnec...

CROSStrax attempts to automate even the most mundane tasks. Our pre-written content feature will save hours of report time each week for your investigators ...

Creating New Pre-written Content To add new pre-written content (What is pre-written content?), click the Settings tab in the left side menu, then click Pr...

This video tutorial goes over the System Email templates and how to add and edit for your needs.  If you prefer written instructions, see the text version b...

There is a great tutorial video on this topic.  If you prefer written instructions, please see below CROSStrax contains a comprehensive case no...

Congratulations on becoming a CROSStrax user. The first thing we recommend is to start with Settings and work through all of the Case Customization sett...

In CROSStrax, you have the ability to add state tax rates, so when your invoicing your clients, the tax rate will automatically be added. Create a ...

Invoice and expense items define the cost you will invoice your clients and the expenses you will incur from your staff or vendors. Case services, the actua...

Roles and Access Groups each provide a level of customization that allows you to configure exactly what someone can and cannot do or see while logged into C...

Note: If you are new to the concept of roles, it will be beneficial to read An Introduction to Permissions, Roles, and Access Groups. The primary concep...