I would appreciate help on the Amicus V to PCLaw time entry
exchange. I am set up to send my time entries at the end of
each month from Amicus to PCLaw. Until a few months ago, it had
all worked flawlessly for years. Since then, I have identified
2 clients for whom the link appears to be broken. All other
accounts post to PCLaw just fine.
The first step is to "post" the time entries in
Amicus. That appears to work. Then I open Amicus
Administrator and click on the "PCLaw | Exchange information"
menu item. All time entries except those on two accounts are
carried over to PCLaw. At the end of the exchange, I get an
error message that says "Amicus Attorney -- Not all time entries
posted to PCLaw." It is always the same client files for which
the time does not carry over.
Among other things, I have tried checking the “Exclude this
file from accounting link” box in Amicus, doing a PCLaw sync, and
then unchecking the box again. I also tried re-initializing the
whole Amicus/PCLaw link. Neither had any impact.
Since everything else works so well for me, and because my old
version of Amicus syncs well with my Palm phone, I am hesitant to
move to a newer version of Amicus, so any help would be appreciated.
Our setup is:
PCLaw Pro 10.03a and Amicus Administrator database on a Windows
Amicus Attorney v 22.214.171.12412 and Administrator 126.96.36.1992 on a
Windows 7 workstation (Despite the difference in version numbers,
both are fully updated and patched.)
Thanks, Tom Cone
Ott Cone & Redpath, PA
The problems could be related to the software. The version of Amicus Attorney you are running is not supported on Windows 7. However, I would start by making sure the client/matter information in PCLaw and Amicus Attorney match. If they are different, they will not properly connect. Also make sure the matter is marked as billable in Amicus Attorney. Lastly, look at all matters in Amicus Attorney and sort by matter number. Make sure there is not a duplicate matter. You should also go to file - whose file and do a search for the file to make sure there is not a duplicate file that you can not see.
Caren Schwartz (Moderator/CIC)
& Time &
Cents Consultants, LLC
www.3545consulting.com / www.timeandcents.com
Software for Managing Time, Money
Time Matters, Billing Matters,
Billing Matters Plus, PC Law CIC
Go into those matters using Matter Manager in PCLaw and check out the Default Task Code field at the top left. Is it empty? Make sure that BW for Billable Work is in there and then try posting your time again.
Also, you may have confirmed this but do the client and matter numbers match in PCLaw and Amicus?
One last thing to confirm is the time entry itself. Did you use an Activity code in Amicus (the gray bar drop down list)? If you used a code that is not linked to PCLaw, that entry will not post.
Sorry for the delay in responding; I don't check this forum often. I think Cindy wins the prize! I confirmed no duplicate files, all matched, etc. I don't use activity codes (though perhaps I should). Windows 7 is not likely the issue since I had the problem before converting over. However, when I checked in PCLaw, I found that that these two problem accounts are not coded "BW" and instead, that field is blank.
Our bookkeeper (and keeper of all things PCLaw) is out this week, so I know better than to make any changes now. I'll be doing my monthly time posting next week, though, so I'll post then and let you know if that was the problem.
I appreciate both of your posts!