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  • Re: Aging Information

    The Payment entry is pretty straightforward, so I am not sure if that is your issue. The issue could be the creation of Invoices v. Bills and how payments and Aging are different between these two options, or it could be a larger issue with the way Aging is calculating in the your system. Most law firms using Billing Matters create Bills instead of
    Posted to Billing Matters (Forum) by Kelly Jones on Thu, Oct 2 2008
  • Re: Aging Information

    Aging information is the representation of how long the amount due has been outstanding. It based on the Invoice Date on your posted Bills/Invoices. It is automatic and is not part of the Interest, Late Fees or Finance Charges. If you are having odd amounts showing in your Aging Reports or on your AR tab, I would first run a Database Maintenance from
    Posted to Billing Matters (Forum) by Kelly Jones on Tue, Sep 30 2008
  • Re: Computer upgrade issues

    If you contact Lexis Nexis Time Matters Registration, they will be able to assist you with resetting your license for your new laptop. I believe the number to call is on the error message that you are receiving, but JIC here it is 800-928-2898. HTH!
    Posted to Time Matters (Forum) by Kelly Jones on Mon, Jul 21 2008
  • Re: A/R Report by Attorney

    You can also create a custom report from your Matter list to provide this report. You can contact a Billing Matters Certified CIC to get the version 9 Feature Package of the Standard Reports and then adjust one of available AR reports to suit your needs. HTH!
    Posted to Billing Matters (Forum) by Kelly Jones on Tue, Jul 15 2008
  • Re: Isue Regarding Auto Assigning Next Invoice Number

    I would review the TXNumber in the TXHDR table to see which invoice number is being referenced in the database, that should help to see which is the Master that is being referenced in the database and should help with your "detective work." Hope this helps (HTH!)
    Posted to Billing Matters (Forum) by Kelly Jones on Tue, Jul 15 2008
  • Re: Payment Allocation report?

    If you focus your report on the date range of the payment or the payments and for the Matter or Matters in question, then you will see the information that you are requesting. HTH!
    Posted to Billing Matters (Forum) by Kelly Jones on Tue, Jul 15 2008
  • Re: Account register incorrect

    In addition to what Deanne recommends, review your General Journal for any adjusting GJ entries that may have been made incorrectly. Go to Accounting - General Journal and change the type to General Journal. You can also contact Tech Support or you favorite CIC to have them run a utility that can compare the entries in your Register with the entries
    Posted to Billing Matters (Forum) by Kelly Jones on Tue, Jul 15 2008
  • Re: Billing Codes for LEDES Client

    To anyone reading this thread I would like to throw a word of caution out in regards to using the Change Billing Preferences. This is a great tool to transfer formatting and setting changes but as Caren points out, does have security controls to help you to not make unrecommended changes "en-mass." This feature also does not report to the
    Posted to Billing Matters (Forum) by Kelly Jones on Sat, Jul 12 2008
  • Re: Basic Question on Credit Balances

    When you enter in your payments, you will want to ensure that the Auto-Allocate checkbox on the upper right-hand side of the payment screen is checked as this is what will cause the auto-allocation to occur on future invoices. You may also want to review your Payment Allocation Aettings on your Billing Preferences - Accounts Receivable tab to ensure
    Posted to Billing Matters (Forum) by Kelly Jones on Wed, Jul 9 2008
  • Re: Billing Codes for LEDES Client

    I am not completely sure how you have your LEDES setup but there is a check box on the Billing Preferences for the Matter that says "Use UTBMS Billing." By checking this box, you are requiring that only Bill Codes (File - Setup - Codes - Billing Codes) that have been linked to the appropriate UTBMS or approved Electronic Billing code can be
    Posted to Billing Matters (Forum) by Kelly Jones on Wed, Jul 9 2008
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