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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
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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
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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
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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
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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
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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
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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.
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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.
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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
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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