This feature is used to write the cheques in trust account. Trust checks credit the trust bank account and debit the Client Funds in Trust liability account. Steps Click on Clients and Matters > New transaction > Write Trust Cheques. Select or Enter the trust bank account from which this cheque […]
How to enter a trust receipt
This feature is used to enter the funds received from the client. Trust receipts debit (increase) your trust bank balance and credit (increase) your Client Funds in Trust liability account. Steps: Click on Clients and Matters, select a Client where the Trust receipt is to be entered, go to the […]
Type of law codes
This feature is used while opening a new client to identify the type of law that applies to the client. In order to create a new type of law code, follow the steps below: Click on Lists > Type of Law Codes Click on New. Enter the next law code. […]
How to Create, Edit and Inactive the Disbursement Codes
Disbursement Codes are used to facilitate the GL Account Number, description, GST and PST in the Disbursement Entry, General Cheques. Steps Click on Lists > Disbursement Codes > click on New Enter the next code number and the description. Enter or select GL Account. Select the Type from Standard, Fixed Rate […]
How to print transaction listing by audit report
Transaction Listing by audit report is used for the general ledger transactions posted to different GL account. This report shows the audit number as to which transaction is posted by which audit number. To make this report useful you should include all the general ledger account numbers included on an […]
Time codes
Time Codes are used to facilitate the description in the Time Entry Steps Click on Lists > Time Codes. Click on New. Enter the next number or the number you want for that Time code. Enter the description. Click on Save and Close
How to add, edit, inactive or Print Lawyer and Timekeeper
The Lawyers and Timekeepers feature is used to add lawyers and timekeepers and to edit, delete and print lawyer and timekeeper information. You must add your lawyers/timekeepers before opening clients/matters. Information that refers to lawyers also applies to timekeepers. Steps Click on Lists > Lawyers and Timekeepers. Click on New at […]
How to Print the cheques
The cheque printing can be done while posting the cheque in ESILAW. At the time of posting the cheque, you can click on the check box on the left side bottom of the screen “Open cheque Printing after posting”. In case you are not ready with printing the cheques at the […]
How to print transaction audits
A transaction audit is a report of the transactions you have entered. Each audit has two sections. The first section shows the transactions as they were entered on the clients/matters or general ledger accounts, and the second section shows the automatic journal entry that updated the general ledger. (Journal entry […]
New ESILAW 360 Features Coming Soon
Below is a list of features we are currently working on for ESILAW 360 along with tentative release dates. April 2017 – Anticipated disbursements. April 2017 – Ability to batch transfer, write-off and reverse unbilled time and disbursements. April 2017 – Interest posting feature with numerous posting options. April 2017 […]
How to open a new company in ESILAW 360
ESILAW 360 allows you to create and manage multiple companies. For example, if you have a management company where you track your firms expenses, can be added alongside your law firm company. Each company will have its own chart of accounts and set of books. When you go through the […]
March 2017 ESILAW 360 Update
The following items have been released or addressed in the latest ESILAW 360 update. Added Remote Offsite Backup feature (optional add-on). Added option to use banner images or standard logos on bill templates using Bill Template Wizard. Add ability to search and filter in Email Center. Added French cheque template for cheque […]
February 2017 ESILAW 360 Update
The following items have been released or addressed in the latest ESILAW 360 update. Added UTBMS / task-based billing features and UTBMS Center to manage corresponding bills (optional add-on). Added MICR cheque printing functionality (optional add-on). Added data archive feature to allow archiving of historical transactions. General enhancements and bug fixes.
How to edit, delete or make a vendor inactive
Edit a Vendor – Steps Click on Vendors and select the vendor you want to edit. Right click and click on Edit. Make the necessary changes in the form and click on Save and close. Delete a Vendor – Steps In case you want to delete the vendor. Select the […]
How to edit vendor Invoice
Edit Vendor Invoice: Steps Click on Vendors and select the Vendor where this Invoice is posted. Click on Invoices and Payments Select the Invoice you want to edit. Right click and click on edit. Change the necessary fields Click on Save and Post and Close. Tips: You can only edit […]
How to edit a time entry
Steps Click on Clients and Matters and select the client with the time entry you want to edit. Click on Time and fees tab. Select the time entry. Right click and click on Edit. You can edit every field in the time entry. After editing is done, click on Post […]
Adding a new client or matter
Steps Select Clients and Matters and click on new Client. In the General Information, select if the client is an individual or a company. Enter the next client number, it will be automatically popping up if under Global settings automatic client numbering is checked. You can change the number of […]
Adding or editing a G/L account or bank account
General Ledger Account is a part of chart of accounts of the company and impacts the reporting of the firm. Please consult your accountant for opening and mapping any new GL Account. Steps: Click on Firm and Financial and select Chart of Accounts. Determine the type of account (Asset, Liability, […]
How to print transaction listing by account
Transaction Listing by Account This report produces a listing of each transaction in your general ledger accounts with the reference number entered when the transaction was recorded, the audit number, the date, the transaction entry program used to record the transactions and the transaction description. Steps : Select or enter […]
How to print balance sheet report
The Balance Sheet lists asset, liability and equity accounts and displays the net amount of transactions entered in the current year, the net amount of transactions entered in the previous year and the difference between these for each account. If the general ledger is in balance, the Total Assets amount […]
