*You must register for the bundle and attend all 7 sessions. Individual sessions not available for registration at this time.*
Session Dates & Times
1. May 28, 2019; 1-4pm ET
2. May 30, 2019; 2-4pm ET
3. May 31, 2019; 1-4pm ET
4. June 3, 2019; 1-4pm ET
5. June 4, 2019; 1-4pm ET
6. June 6, 2019; 2-4pm ET
7. June 7, 2019; 2-4pm ET
Pre-class work
PCLaw Basics online instruction
Session 1: Admin topics
May 28, 2019: 1-4pm ET (3 hours)
• Groups and Users
• GL Accounts
• Backups
• Matter Tools
• Template Editor
• End of Month and Year
• Closing Matters
Session 2: Matters and Time Entry
May 30, 2019: 2-4pm ET (2 hours)
• Matter Settings
• Matters
• Matter Manager
• Client Reports
• Time and Fees
• Importing Time
Session 3: Costs, Receipts, and Deposits
May 31, 2019 1-4pm ET (3 hours)
• Hard Costs
• Accounts Payable
• Trust Banking
• Receipts and Transfers
• Recurring Entries
• Deposit Slips
Session 4: Billing
June 3, 2019: 1-4pm ET (3 hours)
• Getting Ready to Bill
• Billing
• Invoice Email Queue
• Additional Billing
• Receiving Payments
• Past Due and Interest
Session 5: Accounting
June 4, 2019: 1-4pm ET (3 hours)
• Accounting
• Financial Statements
• Budgeting
• Bank Rec
• Month End reporting
• Adjusting Entries
• Payments and 1099
Session 6: Documents
June 6, 2019: 2-4pm ET (2 hours)
• Document Settings
• Documents Manager
• Adding Docs
• Precedents
• Email
Session 7: Calendar and Clients
June 7, 2019: 2-4pm ET (2 hours)
• Calendar Settings
• Calendar
• Client Intake
• Time Entry Advisor
Post Class
Private follow up Q&A with trainer.