Thank you .
Marek Modzelewski Kennedy Lillis Schmidt & English New York, NY PCLaw Version 10.01b Windows XP PCLaw user: Beginner
1. I suspect that if you go into your bank reconciliation window you will find that there are transactions for the matter in question that have not yet been reconciled. It is a good idea to reconcile before deactivating.
2. It would not be a good idea to adjust the trust bank journal through a GL adjustment as you can not tie the amounts to a client in a GL Adjustment and trust transactions should be tied to a client.
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
You didn't mention the PCLaw version, but recently I had a client on V8 who was getting this message when trying to close matters. There were no outstanding items, no a/r, etc. Tech support said that this was a known issue and the message is in error. They said to go ahead and continue with the closing/deactivation.
Pat Cunningham, PCLaw CIC, Time Matters CIC
C & S LegalTech Consulting Group, LLC