The Type of Law Summaries includes three reports: Billing and Variance, Receipts and Accounts Receivable Write-offs Unbilled (Work-in-Progress) Unbilled (Work-in-Progress) Write-offs. These reports do not list information by client/matter. Information is summarized by the lawyer. All reports include both current and year to date amounts. The transactions date range determines […]
How to print lawyer balance summary report
The balance summary calculates totals by working lawyer, not by responsible or originating lawyer. It contains two sections. The first section summarizes the lawyer’s billable time, unbilled (work in progress) hours, fees and disbursements, billed hours, receipts, bill write-offs, unbilled (work in progress) write-offs, and billed fee and disbursement variance. […]
How to print major client summary report
The Major Client Summaries include three reports: Work in Progress and Work in Progress Write-offs Billing and Variance Receipts and Bill Write-offs These reports do not list information by client file; information is summarized by major client. All reports include both current and year to date amounts. Major client codes […]
How to print client activity report
The Client Activity report provides an alphabetic or numeric list of clients/matters with responsible lawyer, type of law, file opening date, date of the last billing, and date of the last time entry. The report also includes total work in progress hours, fees and disbursements. Steps : Click on Reports and […]
How to print closed listing report
The closed listing is used to print a report of client files that have been closed. You can print the report for a specific closed date range or for all closed files. The report includes the client name and file number, the matter description, date opened, date closed, responsible lawyer […]
How to write a general cheque
Write General Checks feature is used to pay firm expenses or client/matter disbursements by writing checks. You can distribute a single check to multiple clients/matters and general ledger accounts. To print checks use the Print Checks feature. You can also use this feature to enter items other than checks, such as […]
Entering a G/L adjustment or journal entry
Journal entry is a transaction which updates the General ledger only and does not reflect on the clients and matters. Journal entry is usually the offsetting entry with debit and credit to different accounts to balance the General Ledger. Steps: Click on Firm and Financial and select G/L Adjustments or […]
How to enter a disbursement
Enter Disbursements is used to enter client expenses, for example photocopies, postage or courier charges to clients/matters or to general ledger accounts. Entering disbursements on clients/matters increases the unbilled (work-in-progress) fees on the file. Using Vendor Invoices and General Cheques to enter disbursements When you receive an invoice from a third-party vendor (e.g. Medical […]
How to print matter summary report
The Matter Summary report summarizes unbilled (work in progress) hours, fees and disbursements, billed (accounts receivable) fees and disbursements, and retainers (US and Int’l only) and trust by lawyer. Steps : Click on Reports and select Matter Summary Report. In the transactions from and to fields, enter the date range for transactions […]
How to print client summary report
The Client Summary report is used to view billable and non-billable time on client files by responsible lawyer, by working lawyer, or by the firm. You can print the report for a single area of law or for a range of areas of law, and for a single major client […]
How to print lawyer summary report
The Lawyer Summaries include three reports: Billing and Variance; Receipts and Accounts Receivable; and Unbilled and Unbilled Write-offs. These reports are done by lawyers. All reports include both current and year to date values. Lawyer reports include information on files that have been closed. Totals are calculated for the year […]
How to print file room listing report
The File Room Listing report provides an alphabetic or numeric list of client files including the client and contact name, address, telephone numbers, responsible lawyer, area of law and the date the file was opened. Report can show open, closed or both sets of lists. Steps : Click Reports […]
How to print client listing report
The Client Listing report is used when you require a list of client files with information such as matter description, responsible lawyer, originating lawyer, area of law and major client code. The report also includes unbilled (work in progress), accounts receivable, trust and retainer balances. (Retainers apply only to firms […]
How to enter time and fees
Enter Time & Fees feature is used to record lawyer and timekeeper’s time spent on client files or on administrative tasks. Steps : Click on Clients and Matters and select client. Click on time and fees tab and select Enter Time and fees. The client will automatically be selected. You can […]
How to enter a general receipt
Enter general receipts feature is used to record payments from clients/matters and other receipts received by your firm in your general bank. Steps : Click on Banking and Reconciliation > Enter General Receipt. Select the general bank account. Select or enter the transaction date. Select or Enter the payment type. If the payment […]
Trust Transfer to pay bill
Trust transfer to pay bill is used to transfer the funds from the trust bank to the general bank. Before start to use this feature, make sure the Law society of your Province allows to transfer payments from trust account to general account. Steps: Click on Clients and Matters and […]
Trust Transfer Cheques
Write Trust Transfer Cheques feature is used to complete the process of using client/matter trust funds to pay bills. After you post payment for the bills either through Transfer Trust to Pay Bills feature or through Create Pre-bills & Bills, you must write a trust cheque payable to your firm […]
Bank Reconciliation
Use the Bank Reconciliation feature to reconcile your bank statements and general ledger closing balances for all bank accounts each month. Reconciling bank accounts involves clearing checks and deposits that have cleared the bank, entering adjustments to the general ledger, and printing a detailed reconciliation worksheet that compares the adjusted […]
Create Client Prebills and Bills
The Create Prebills and Bills feature is used to show the amount owed by the client for the services rendered. Steps : Click on Clients and Matters and select New Transaction > Create Pre-bills and Bills. Select or enter the date for transactions up to and the date to appear on […]
Enter Outstanding Cheques
Enter Outstanding Cheques is used to enter cheques that are outstanding when you first install the software, or after converting from another accounting software soluiton. You can also use it to return a cheque to the Outstanding Cheque List if it was cleared in error. Cheques entered using Enter Outstanding Cheques […]
