Steps Click on Clients and Matters and select client. Click on Bills and Payments tab and select a bill you want to edit. Make sure that the status of the bill is unpaid. Right click on the bill > Edit. The window of create pre bills and bills will open. You can […]
How to reverse a bill
Steps: Click on Clients and Matters and select a client. Click on Bills and Payments. Select a bill you want to reverse. Make sure that the status of a bill is unpaid. Right click on the bill > Reverse. Select an appropriate date of reversal. Enter the reason of reversal in the Memo […]
How to transfer disbursements from client to client
Steps : Click on Clients and Matters. Search for a client where disbursement is posted. Click on disbursement tab. Make sure disbursement is unbilled. Right click on disbursement and click on transfer. Enter a client number to whom this disbursement is to be transferred. Click on transfer.
How to write off a disbursement
Steps: Click on Clients and Matters Select a client where a disbursement needs to be written off Click on Disbursements tab Select a disbursement to be written off Right click on disbursement > Write off Select the date of write off Enter the reason of disbursement in the Memo field. Click on Write off. Tips: […]
How to reverse a time entry
Steps: Click on Clients and Matters and select the Client. Click on Time and Fees tab and select the time entry you want to reverse. Right click on the time entry you want to reverse > click on Reverse > Yes Select the date on which the transaction needs to be reversed. Enter […]
How to edit, close and delete a client
The client information needs to be edited to make any changes for the client. The client can be deleted when the client information is entered by error and the client needs to be closed when the case has been closed and there is no further dealing with the client. Steps […]
How to memorize a report
Memorized Reports are used to group reports so that you can print them in batches. This feature is useful when there are multiple reports to print, such as month end and year end. Steps Click Memorize in the lower left corner of the report windows. Enter a Group Name to add the report to. If […]
How to remit PST
Steps Print PST Reports, include Exception Reports, for the period that is being remitted. Print Transaction Listing by Account for the PST Billed/Collected general ledger Review reports for errors, make any adjustments as necessary Enter a G/L Adjustments or Journal Entries to record the clearing of the PST Billed/Collect (2056) […]
How to bring forward balances for migrating data to ESILAW 360
In your existing application print a Trial Balance and follow the below guidelines. Steps In ESILAW 360, Make appropriate changes to the Chart of Account (Firm and Financial > Chart of Account) as required. If G/L number have changed for any control account, then make the require changes into Global Settings […]
Interest on Disbursements Report
This report produces a list of unbilled disbursements by client/matter and calculates interest on the disbursements at the yearly rate you specify. Interest is not entered on the client/matter. Steps Click Reports > Interest on Disbursements. In the Transactions From and To fields, enter the date range for transactions to include on […]
Bill of Costs Report
This report produces a list of all billed and unbilled disbursements entered on a client/matter. There are two reports for the bill of costs. Steps Click Reports > Bill of Costs or Reports. In the Include Transactions From and To fields, enter the date range for transactions to include on the report. Select the Client/Matter to produce the report for. […]
Saskatchewan Tax Change Update
An update has been released for ESILAW 360 to address the recent Saskatchewan tax change. This update will ensure transactions on bills are processed using the correct tax rates and amounts based on the transaction date. You do not need to take any action as the update is automatic and […]
New Remote/Offsite Backup Feature Now Available in ESILAW 360
The most important applications in any law firm are practice management and accounting. Yet so many firms fail to realize the importance of maintaining a daily backup of these mission critical applications in a secure, offsite location. As a result, we’ve seen firms over the years lose all of their data […]
Client Trust Transfer Reports
The Client Trust Transfers report produces a list of all client trust transfers entered within a specific date range. The report includes the client/matter numbers, transaction audit number, trust bank account, date of the transfer, and the description and amount of the transfer. Steps Click Reports > Client Trust Transfers. In the Transactions […]
ESILaw 360 accounting methods
ESILaw 360 Accounting Methods The accounting method you use determines how revenue and expenses are recorded in ESILaw 360. Two accounting methods are provided for firm operating in Canada and four accounting methods for firms operating in the United States – two methods of accrual accounting (Canada & US) and […]
How to print unbilled aging report
The unbilled (work-in-progress) aging report provides an aged listing of client unbilled time and disbursements. This information is important for billing purposes because it allows you to view a client’s unbilled transactions to determine which files should be billed. The report also includes each client’s responsible lawyer, area of law, […]
How to process a deposit
The Make Deposits feature is used to process deposits for general and trust receipts. Receipts that are entered are added to the deposit based on the payment type you select. Payments type can configured to add or exclude the transaction from the deposit. For example, you may want to include cheques […]
How to enter a vendor credit
The Enter Credit feature in Vendors is used to apply a credit to a vendor. Steps Click on Vendors > New Transaction > Enter Credit. Select the vendor. Enter the Original Reference or Invoice Number that you are applying the credit to. Enter the total amount. Select the client number […]
How to enter a vendor invoice
The Enter Vendor Invoice feature in Vendors is used to post a new Vendor Invoice. Steps Click on Vendors > New Transaction > Enter Invoices Select or enter the Vendor number. Enter the Reference or Invoice number. The transaction date, Invoice date and the due date will default to today’s date. If you want to change […]
How to transfer trust between clients and matters
Transfer trust is used for transferring the trust money from one bank to another or one client to another client in the same bank or different bank. Steps: Click on Daily Activities > Transfer Trust Enter the date of transfer. Select or Enter the client number from where you want […]
