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  • Year end journal entry

    I am using TM 10.0 Under prior versions of TM, our accountant has decided that closing entries are required to be posted. If she is working with 2008 data, she uses 12/31/2008 as the date for posting the closing entries. She decided to close out 2008 GL's by using 01/01/2009 - this does not appear correct. She would like for me to ask: 1. Is she
    Posted to Billing Matters (Forum) by Dera Pease on Wed, Dec 16 2009
  • Request to verify client name

    Probably for the last month or so, when you create a document, then close out of the document add box you are asked to verify (re-verify) the client name. Is there a way to remove this second check request? Thank you. We are using TM 9.0 SR 3
    Posted to Time Matters (Forum) by Dera Pease on Mon, Nov 17 2008
  • MULTIPLE OFFICE LOCATIONS - SETTING UP CLIENT MATTERS

    We have added a second office locaiton. Any ideas/suggestons on setting up client contacts, matters, matter numbers, etc. so that down the road, when reports are required, we can filter reports to distinguish between office locaitons? Thanks in advance for your ideas.
    Posted to Billing Matters (Forum) by Dera Pease on Wed, Aug 20 2008
  • Re: Areas of practice/Classification code report

    Caren, Thank you for your response. I did have the code set up as a quick tab in matters. I would like to print a report showing matter code (i.e. probate) then total billable hours or total billabe fees for the matter code for a given time frame. I filtered the above using advanced search, however, the result is over 1000 items. How do I consolidate
    Posted to Billing Matters (Forum) by Dera Pease on Wed, Aug 20 2008
  • Re: Areas of praxtice/Classification code report

    Thank you for your response. Unfortunately, billing codes for us include items like "postage expense", "billable work", "client expense". We set up the various areas of practice under classification codes. Any other ideas?
    Posted to Billing Matters (Forum) by Dera Pease on Fri, Aug 8 2008
  • Areas of praxtice/Classification code report

    Our E & O insurance wants a % breakdown of billable hours over the past year in various areas of practice. The areas of practice our broken down, somewhat, in our classification codes. I do not see a standard report that will provide a breakdown of billable time in various areas of practice (classification codes). Is there a way I can find this
    Posted to Billing Matters (Forum) by Dera Pease on Wed, Aug 6 2008
  • GL's for multiple office locations

    Our accountant has asked tht we set up GL's number to distinguish income and expenses from office locations in different states. She is not familiar with PA but suggested a numerical or alphabetical suffix at the end of the GL account numbers. Does anyone have any ideas regarding setting up General ledger numbers for office locations in different
    Posted to Billing Matters (Forum) by Dera Pease on Mon, Jul 21 2008
  • New Bank account GL

    My accountant wants me to create a new GL for undeposited cash for a new bank account that we opened. I don't see how to link this to the new bank account checking account. Any ideas how to accomplish this? ( I have created the new bank account and GL for checking account) Thank you Dera Pease Paralegal Practice Advantage 9.0
    Posted to Billing Matters (Forum) by Dera Pease on Tue, May 13 2008
  • Accounting software

    I am to ask if PA 9.0 can be used as an accounting software program in that multiple checking accounts can be set up and reconciled. Thank you.
    Posted to Billing Matters (Forum) by Dera Pease on Wed, Apr 9 2008
  • Bank account

    Change of bank The operating account and IOLTA account are going to be changed . We are keeping a minimum balance at the current bank for tje operating account and and opening new IOLTA and operating accounts at a different banking instition. How do I go about doing this? In Navigator I see where it looks like you can add a bank. However, how do i make
    Posted to Billing Matters (Forum) by Dera Pease on Wed, Apr 9 2008
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