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  • Re: Refunding Paid Fees

    Follow the following steps in the current open month: Do a Negative Receive Payment for the refund. This will reinstate the A/R. Do a General Retainer Receipt. This will cancel out entry 1 above on the General Bank Journal and will also create a Gen Rtnr Balance on the matter. Prepare a Credit Note and use it to perform a Write Down on the A/R. Write
    Posted to PCLaw (Forum) by Hassan Maje on Mon, Jan 16 2012
  • Alternate Billing Rates

    Can a matter that will be billed in phases/stages be assigned rates for each category of lawyer and for each stage? For instance a matter will progress in stages and it has been agreed that in stage 1 our fees will be capped at a certain value. In stage 2 the partners will bill at a certain rate, associates will bill at a certain rate. In stage 3, the
    Posted to PCLaw (Forum) by Hassan Maje on Tue, Sep 13 2011
  • Copying Security Settings to another PCLaw Database

    I need to set up security in PClaw for a particular database and in this regard I would have to set up users, Groups and then assign users to Groups and subject each user to advance security restrictions. I want to save time without re-keying in a lot of information based on the security set-up of another set of books. I understand that different sets
    Posted to PCLaw (Forum) by Hassan Maje on Thu, May 12 2011
  • Re: Bank Balances Not Matching

    You need to check the Bank Reconciliation for that General Bank for the month of Feb. Does the Bank balance on the Bank rec report agree agree with the ending balance for Feb per the Bank Journal report? I suspect it won't. If so, check the Bank Rec report closely with the Bank journal report - it is likely an entry is picked up in the Bank Rec
    Posted to PCLaw (Forum) by Hassan Maje on Thu, Mar 24 2011
  • Does creating entries with multiple allocations cause problems in PClaw?

    I am just thinking aloud here. We ahve a firm that is a very busy office and they process entries - cheques, T-G Transfres, New Payables, etc that would have multiple allocations - at many times up to 200-250+ allocations. Can such type of regular data entry be the cuase of imbalances in the accounts figures/corruption?. The firm is on an SQL environment
    Posted to PCLaw (Forum) by Hassan Maje on Thu, Mar 24 2011
  • Tracking Soft Costs without Accounting Effect until Billing

    Is there a way in PCLaw we can track soft expenses before billing but without it having any accounting effect until Billing time whilst keeping track of what has been billed and what has not been billed (something like a Memorandum account)? We are on Accruals. Using the Expense Recovery function creates a credit in the income statement and that means
    Posted to PCLaw (Forum) by Hassan Maje on Tue, Feb 8 2011
  • Re: Changing Billing Party Indiscriminately on a Matter

    Yes, I also adopt similar numbering style with extensions "a".., or "-01" at end of the regular matter #. This keeps related matters close to each other - one below the other and I find it especially useful when looking up under "Related" tab of the Matter Manager or Pop Up Help for matters.
    Posted to PCLaw (Forum) by Hassan Maje on Tue, Jan 25 2011
  • Re: Non-Client related Time Recording

    Nancy What you mention is what I have also seen emanate from “Administrative matters" – Cheques/Disbs entered against them and which should really be firm or other billable matter expenses.
    Posted to PCLaw (Forum) by Hassan Maje on Tue, Jan 25 2011
  • Re: Changing Billing Party Indiscriminately on a Matter

    Cindy Yes we do use the "automatic save to pdf" when creating the bills and this is useful in such cases. However I am thinking what would happen, say if we were to send Past Due Reminders and if an old invoice or more than one invoice was oustanding on a matter billed to different parties. Where possible I insist on opening a separate matter
    Posted to PCLaw (Forum) by Hassan Maje on Fri, Jan 21 2011
  • Changing Billing Party Indiscriminately on a Matter

    We run into the following situations from time to time: On a matter we raise a (first) bill to a different billing address (the client name remains the same). In the Matter Manager on the Billing Address tab I check off " Send Bills to Alternate Address ". This is fine. Moving forward a second bill is raised. Lawyer says that this time the
    Posted to PCLaw (Forum) by Hassan Maje on Thu, Jan 20 2011
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