PCLaw A/R & Template Editor
NotesPCLaw A/R & Template EditorPCLaw 12 New Certification TrainingVirtual Training - Lesson 4Business of Law Software SolutionsPractice ManagementCopyright 2012 LexisNexis, a division of Reed Elsevier Inc. All rights reserved.
NotesNotes LexisNexis,Lexis, Time Matters, and PCLaw are registered trademarks of LexisNexis, Inc.Copyright 2012 LexisNexis, a division of Reed Elsevier Inc. All rights reserved.Updated 9/07/2012
Table of ContentsIntroduction to A/R & TE . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1Working With Interest . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3Calculating Interest. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .The Interest Formula . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .A Working Example. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Applying Interest. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Enabling Interest for the Firm . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Preparing Interest for Matter Bill Setting Profiles . . . . . . . . . . . . . . . . . . . . . . . . . . . .Preparing Interest for Single Matters . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Setting Interest for Multiple Matters . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Enabling Interest for Existing Invoices . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Reporting Interest . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Client Ledger . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Client Summary. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Receivables by Client Report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Interest Calculation Report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Disbursement Analysis and Interest Report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .333446666888889Past Due Notices . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11Creating Past Due Notices . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Common Tab of Past Due Notices . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Options Tab of Past Due Notices . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Creating Collection Memos . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .11111214Change/Write Off Bill . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15Custom Tabs. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19Navigating the Custom Tabs Window . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19Creating a New Custom Layout . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20iAccounts Receivable & Template Editor
Template Editor . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25Overview. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Opening Template Editor . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Creating Sections on Templates . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Defining Sections . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Working With Miscellaneous Sections . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Working With Fee, Disbursement, and Trust Sections . . . . . . . . . . . . . . . . . . . . . . .Creating Fee, Disbursement, and Trust Sections . . . . . . . . . . . . . . . . . . . . . . . . . . .Adding Sections . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Moving Sections . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Resizing Sections . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Removing Sections . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Specialized Sections . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Adding Elements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Adding Text Elements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Font Selection . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Adding Tokens . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Date Format . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Currency and Numeric Formats . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Percent Format . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Name Format . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Custom Tab Tokens . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Adding Shapes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Adding Graphics . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Adding Formulas . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Arranging Elements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Resizing Elements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Moving Elements. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Enabling Snap . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Enabling Grid Lines . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Formatting Templates. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Selecting Template Types. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Selecting Output Formats . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Setting Report Options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Working with Background Elements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Page Setup . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Saving the Template . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .PCLaw 434343434444444545464647ii
Adding to the Template . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 49Past Due Phrasing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Setting Phrases . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Preparing Past Due Templates . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Adding Custom Tab Tokens to a Template . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .49495052Exercise 4 - A/R and Templates . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 55iiiAccounts Receivable & Template Editor
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Introduction to A/R & TENotesThis virtual training session focuses on two topics: managing the firm’saccounts receivables, and using the Template Editor in PCLaw.When an invoice is sent to a client, two possible actions may occur.The client may pay the bill, or for whatever reason, the client does notpay the bill. For the first option, the duration between issuing theinvoice and receiving payment, the firm holds a defined financialobligation owed to it by the client, commonly referred to as a(n)(accounts) receivable. If the client pays his bill in a timely manner, noaction is required on this receivable. If payment is not forthcoming, oris late, then the scenario changes. The firm can choose to chargeinterest on the outstanding balance, issue past due notices in an effortto recover what is owed, or if the firm deems the balance to beuncollectible, they can choose to write off the balance and take a losson the account.Template Editor is a dynamic tool, used most often for checks andbilling templates, to define and shape those items both in terms ofappearance and content, to best meet the needs of the firm. While thissession will center on the billing template, the Template Editor can alsobe used with past due notices, financial statements, receipts, labels,and deposit slips.Objectives:Upon completion of this lesson you will be able to:PCLaw 12 Write off uncollectible balances. Apply interest to outstanding balances, on the firm, matter,and invoice levels. Produce past due notices for different age categories andwith different phraseology. Operate comfortably within the Template Editor, with theability to add, move, and define items within a template.1
Notes2NotesCIC Endorsement Training
Working With InterestNotesPCLaw provides the ability to charge interest on outstandingaccounts on an invoice by invoice basis. Interest rates can be set byinvoice, matter, or time period. The Past Due Notices moduleprovides a wide range of capabilities for determining the manner inwhich interest can be charged.Calculating InterestThis topic demonstrates how interest is calculated within PCLaw.The complexity of the interest calculation is dependant on whetherthe Past Due Notices module is used.The Interest FormulaThe formula for calculating interest is:((Amt x Rate)/365) x (No. of Days Outstanding - GracePeriod)The system takes into account interim payments. For example:Invoice issued Jan 1stFeesDisbsTotalPartial payment Mar 15thBalance 1500.00 300.00 1800.00 600.00 1200.00A Working ExampleA new bill is created on Apr 1st with: 18% annual interest applied. Time outstanding at 1800 from Jan 1st to March 15th 74 days. Time outstanding at 1200 from March 15th to April 1st 17 days.Interest on 1800 is calculated as follows:((1800 x 18%)/365) x 74 65.69Interest on 1200 is calculated as follows:((1200 x 18%)/365) x 17 4.47Total Interest Calculated 70.16PCLaw 123
NotesNotesApplying InterestDefault interest settings can be selected both for the firm and MatterBill Setting profiles. Interest can subsequently be overridden on thematter level and applied uniquely for individual invoices.Enabling Interest for the FirmOptions System Settings Past Due/Interest TabSystem Settings allows for interest criteria to be set for matterscreated from this period forward. Previously existing A/R balancesare not affected by changes on the Past Due Notices Tab, and newinvoices are not created for pre-existing matters.Disabling interest in System Settings overrides individual matter andinvoice settings. Therefore, even if the Apply Interest option isselected on the Billing Tab of Matter Manager, interest is notcalculated.Past Due Notices tab of the System Settings windowWhat You Should Know:Calculate Interest on Invoices Enables all interest functionality in PCLaw.Invoice Date Calculates interest starting from the A/R date of the invoice.4Interest
NotesEnd of Grace Period Calculates interest after the expiration of the grace period.Set at Billing Select to set the default interest rate. This rate can be overridden on the Matter Bill Settings profile, onthe Matter Manager Billing Tab, and for individual invoices. Unless the profile or matter is set to a specific rate, the matteruses the default rate.Use Rate Table Allows more advanced interest calculations.Set Rates Sets interest rates according to historical dates, using theInterest Rates with Effective Dates window.Interest Rates with Effective Dates window Add the rate and effective date as many times as the interestrate has changed for the firm, historically.For example, if a law firm wishes to set its interest rate to primeplus 2 %, it would use the Rate Table to set the rate and the dateit becomes effective. It should be noted that the first entry 01/01/82 is the rate to use for any invoice with a date prior to the firstentry.Setting an effective date for an interest rate does not affect priorinvoices, even if the date extends before the A/R date on theinvoice. A newly created invoice first checks the Interest Settingson the Matter Manager Billing Tab.If Use Default Rate is selected on the tab, the invoice is thencreated charging the interest specified under System Settings.If a Specific rate is selected for that matter, any adjustment in theRate Table does not affect the matter.PCLaw 125
NotesNotesCompound Frequency Select the calculation method for simple or compoundinginterest. For example, if Semi-Annually is selected, PCLaw chargesinterest on the accumulated interest after six months.Preparing Interest for Matter Bill Setting ProfilesOptions Lists Matter Bill SettingsInterest can be set in any Matter Bill Settings profile that is assignedto a matter. A profile can be set as the default for new matters,ensuring whenever a matter is created, that profile and its selectionsare enabled for that matter. Changes to existing Matter Bill Settingsprofiles apply directly to any matters currently using that profile.Preparing Interest for Single MattersFile Matter Manager Billing TabSpecific interest rate and interest settings can be assigned toindividual matters, overriding its selected billing profile. The usermust select to Allow Bill Settings Overrides on the Billing Tab ofMatter Manager prior to setting individual interest settings for thematter.Setting Interest for Multiple MattersFile Matter Global ChangeFile Matter ListFor matters where the Allow Bill Settings Overrides option is notenabled on the Billing Tab of Matter Manager, interest can beadjusted through Matter Bill Settings, making action through Matters Global Change not required.For matters where Allow Bill Settings Overrides is enabled on theBilling Tab of Matter Manager, additional changes to the overrideoptions can be made to a matter grouping through the GlobalChange module on the File Matter pull-down menu, or for version9.30 and higher, by using the Matter List.Enabling Interest for Existing InvoicesBilling Change Interest on BillsUse the Change Interest on Bills window to set or change theinterest rate for previously created invoices belonging to a matter,client, or responsible lawyer. Invoices can be filtered by date range.In addition, a unique interest rate can be assigned to a singleinvoice.6Interest
NotesChange Interest on Bills windowWhat You Should Know:Interest should always be entered as an annual rate. If you are usinga monthly rate, multiply that rate by 12.Behind the Scenes:Calculated interest is not posted anywhere in PCLaw. If an interestvalue is required for any purpose, whether it be reporting, billing,past due collections, or receiving payments, it is calculated at thatinstance.The reason is that interest is always fluid, always accumulating,therefore it makes no sense to capture and store an interestcalculation at any point in time in the PCLaw database.For all accounting methods, interest is not posted to the generalledger until payment is received against it. When payment isreceived against interest, Interest Income (4999) is credited asrevenue to the firm.Common Troubleshooting:Interest is not displaying on an individual invoice although interest isenabled for the matterMost likely, the invoice existed prior to the interest being enabled forthe matter. Interest is not retroactive. In this scenario, set interest forthis individual matters, or for all pre-existing invoices for the matter,client, lawyer, or firm, using the Change Interest on Bills tool on theBills pull-down menu.PCLaw 127
NotesNotesReporting InterestClient LedgerEach billing slug on the Client Ledger, where interest is applicable,displays the interest paid to date for that invoice and interestcalculated from the last payment date to the default entry date. Thereport end date is not used for interest calculation. Interest amountsremain separate on the ledger and are not included in any of thebilled totals.When running Client Ledgers for multiple matters, there is aninterest entry in each matter summary, and an overall interest totalfor all matters included in the report. Interest is not included in any ofthe Period or End Date Totals.When payment is applied against interest, a notation is made on theClient Ledger for the allocation, however a zero value is postedunder the General Rcpts column.Excerpt from the Client LedgerClient SummaryThe Client Summary gives a sum of interest paid and interest duefor both matter and firm. The interest amounts are separate and notincluded in any of the Matter or Firm Totals. Information on individualinvoices is not available.Receivables by Client ReportInterest is calculated to the report date for each applicable invoice,matter, and report total. Interest is not included in the invoice,matter, or report totals.8Interest
NotesInterest Calculation ReportThe Interest Calculation report displays each invoice and itsrespective interest rate. Interest calculated on the invoice appears inthe next line. Interest is compiled up to a payment made on theinvoice, or if no payments have been made, to the Interest Up Todate selected when creating the report.When a payment has been made, the portion of the paymentapplied to interest appears as a negative amount in the Activity Interest column as a payment type.Interest generated between the payment date and the Interest Up Todate of the report appears as a positive amount in the Activity Interest column as an Interest Type. Its date is the Interest Up Todate.The Owing Interest column shows a running balance of interestoutstanding and paid.Disbursement Analysis and Interest ReportThe Disbursement Analysis and Interest report does not take intoconsideration billing or A/R dates. Interest is calculated from thedate the disbursement is entered to the interest calculation date ofthe report.PCLaw 129
Notes10NotesInterest
Past Due NoticesNotesPast Due notices provide a statement of account to send as areminder to clients who have previously been billed, but still haveinvoices outstanding. Past Due Notices may be created individuallyor en masse to all clients fitting the selected criteria when thenotices are created.Creating Past Due NoticesA past due notice is a reminder sent to clients reaffirming they havean outstanding balance with your firm. Producing a past due noticedoes not change or write entries to the Client Ledger or Billing(Fees) journal. A notice may be created at any time interval for aclient. The Past Due Notice selection window has three tabs, andeach is discussed in the following sections.Common Tab of Past Due NoticesBilling Past Due Notices Common TabThe Common Tab contains the most widely used parameters forpast due notices. It is the first tab to appear when selecting Past DueNotices from the Billing drop-down menu or Quick Step.Common Tab of the Create Past Due Notices selection windowWhat You Should Know:Lawyer This field creates notices for the collecting lawyer.PCLaw 1211
NotesNotesTemplate Select the template to produce notices on the past due noticetemplate. Leave the box blank to use the default past due notice templateon the Matter Manager Billings Tab for each matter.Start Date/End Date Refers to the A/R date of the invoice.Calculate Interest To Select the date to cap interest calculated on invoices.ActivityCheck one or more of the following to add an activity section to thepast due notice:Include Receipts Add a record of all payments made within the activity date.Include Billing Add a record of all billings performed within the activity date.Include Write Ups/Downs Add a record of all write ups/downs after the time of billing withinthe specified activity date.Options Tab of Past Due NoticesBilling Past Due Notices Options TabThe Options Tab provides additional parameters for creating PastDue Notices.Options tab of the Create Past Due Notices windowWhat You Should Know:A/R Balance Less Than Type the amount to exclude matters with an A/R balance lessthan the specified value.12Past Due Notices
NotesNo Unpaid Invoices Before Select the date to exclude matters with no unpaid invoices priorto that date.Behind the Scenes:Past due notices can be run as many times as required for a matter.The notice does not make a notation on the Client Ledger nor BillingFees Journal. The date of the last past due notice is stored in theMatter Balances data file.Common Troubleshooting:Matters are excluded from mass on the Past Due Notice runMatters can be selected to be included or excluded from past duenotices both on a Matter Bill Setting profile and an individual matterlevel.If one or more matters are excluded from a run, confirm thatProduce Past Due Notices on Overdue Invoices is checked on thePast Due/Interest Settings window for the Matter Bill Settings profile,or if the billing profile is overridden for the matter, this window isrepeated on the Billing Tab of Matter Manager.Firm does not have past due noticesPast Due Notices is a standard feature for current PCLaw versions.However, Past Due Notices was an optional module for versionsprior to version 9. If a firm is on an earlier version of PCLaw, withoutpast due notices, the Past Due Notice option is not available on theBilling pull-down menu, and an Interest Tab replaces the Past DueTab in System Settings. The Interest Tab has limited options.PCLaw 1213
NotesNotesCreating Collection MemosFile Matter Manager Collection MemosMemos regarding the collection of outstanding receivable balancesmay be kept for each matter. Collection memos are added andviewed through the Matter Manager and may be included on theReceivables by Client and List of Clients reports.Behind the ScenesCollection memos are stored as part of the matter record in theMatter Information data file.14Past Due Notices
Change/Write Off BillNotesBilling Change/Write Off BillChange/Write Off Bill is the option of last resort when managingaccounts receivable. If an invoice is deemed uncollectable, it can bewritten off in its entirety. If the firm is in a dispute with the client, orarranges a compromise settlement with the client, a portion of theinvoice can be written down. If a collection is made on an invoicethat was already written down, it can be written back up to therequired balance.Use the Change/Write Off Bill module to perform the following inPCLaw. To change the value of an existing invoice.To write down a bill as a bad debt.To reallocate fees.The term write off in PCLaw applies to an existing A/R balance thatneeds to be reduced to a zero value. The term write down applies toan invoice whose value is being reduced but not being brought tozero. The term write up applies to an invoice that was previouslywritten off, and now the value must be increased.Change/Write Off Bill WindowPCLaw 1215
NotesNotesWhat You Should KnowInvoice The list of invoices may be restricted to the selected matter.Task Code Create a variety of task codes defined as Write Down to ensurethe Write Up/Down Journal can track the types of changes thatare made to finalized bills. If the selected task code is not assigned to the Write Up/DownCategory on the Add/Change Task Codes window, PCLawprompts the user that a task code assigned this category shouldbe used. The user can change the task code or use the original code thatthey assigned.Write Off all Outstanding Invoices for This Matter When checked, the Invoice, New, and Change boxes becomeunavailable, and partial write-downs and write-downs of selectedinvoices are not allowed when this box is checked.Disbursements If Separate Hard and Soft Client Costs is selected on the OtherTab of System Settings, then the user has the option of writingdown hard and soft costs separately.New Type the new balance of outstanding fees, disbursements, andtaxes for the selected invoice. The Change column adjusts automatically.Change Type the value of the adjustment for fees, disbursements, andtaxes for the selected invoice. The New column adjusts automatically.G/L Account Write ups/downs do not need to be applied to the originalaccount. For example, Bad Debt Expense (5060) can be used totrack write-downs. A G/L nickname is not required for Modified Cash or Cashsystems when making changes to fees. For Accrual systems, fee changes can be assigned to a single G/L account or allocated between multiple accounts, such asindividual accounts for each affected lawyer. For firms collecting value added or sales tax, changes to taxvalues should be allocated back to their original accounts. BadDebt Expense (5060) should not be used.16Change/Write Off Bill
NotesBehind the Scenes:Write ups/downs can be tracked individually on the Write Up/DownJournal.The Client Ledger posts the changes to the matter as separateentries, according to the Change/Write Down date. The new entriesare assigned the original invoice number.The Billing Fees Journal displays appended values for the invoices,if Include Write-Ups and Write-Downs is selected on the Other Tabof the reports selections window. If this option is not checked, thenthe original invoice displays. The Billing Fees Journal does not listthe original invoice and the write up/down separately. To view thesecomponents, use the Write Up/Down Journal.With regards to the PCLaw database, changes to fees creates anew Time Entry record. Changes to disbursements creates aGeneral Bank Common Information and a General Bank Allocationrecord. The Invoice record is not affected, however a record iscreated in the Write Off data file. Each time a change is made to thisinvoice, a new Write Off record is created. Write Off records arelinked to the original invoice record.Common Troubleshooting:Cannot undo a changed invoiceOnce an invoice is written up or written down, it cannot be undone.A reversing write down may be added to restore the invoice to itsoriginal value, but it does not negate the presence of the originalwrite up/down. Once a write up/down occurs, it remains as part ofthe invoice record and prevents the invoice from being removed.PCLaw 1217
Notes18NotesChange/Write Off Bill
Custom TabsNotesMatters, clients, and contacts can be customized to meet the specialrequirements of the firm. Use Custom Tabs to create individualizedtabs that can be added on a matter by matter basis, or automaticallyfor new matters. Include any field added to a Custom Tab into aMiscellaneous section of a billing template.Navigating the Custom Tabs WindowOptions Custom TabsCustom layout can be imported, created, modified, or removedusing the Custom Tab feature. Changes made to a custom layout isreflected on the Custom Tab in Matter, Client, or Contact Manager.Tip: If you are using theElectronic Billing module,PCLaw provides you with allavailable electronic billinglayouts.Custom Tabs windowWhat You Should KnowImport Layout Click to import an existing custom layout. PCLaw displays an Open window for browsing to the location ofthe layout. Only files with a .ctl extension can be imported into PCLaw.Add Click to create a new custom layout using the Custom Tab Layout window. Refer to Creating a New Custom Layout on page 24 for moreinformation.PCLaw 1219
NotesNotesRemove Click to delete the highlighted layout. PCLaw displays a confirmation prompt prior to deleting thelayout.E-mail Layout Click to attach the highlighted layout to an e-mail. All PCLaw custom tabs can be e-mailed.Creating a New Custom LayoutOptions Custom Tabs AddUsers can create a custom layout to suit the specific requirements ofthe firm. Choose the fields to appear on the tab, arrange them in apreferred sequence, and flag a field as being mandatory whenadding the tab to a matter, client, or contact.Custom Tab - Layout windowWhat You Should Know:Tab Title Type the nickname for the custom tab.Description Type an extended name for the tab to be used for your ownreference.Associated Template If required, select a default template to use with the tab. If an associated template is assigned, as with electronic billing,you are able to create an invoice with output to both the screen20Custom Tabs
Notesor printer, and to the editor or e-mail. The invoice is generatedusing the default template specified on the Billing Tab for thescreen or printer output. A second invoice generatesautomatically using the associated template specified on theCustom tab for the editor or e-mail output. This allows the firm toreview an
Sep 07, 2012 · accounts on an invoice by invoice basis . Interest rates can be set by invoice, matter, or time period. The Past Due Notices module provides a wide range of capabilities for determining the manner in which interest can be charged. Calculating Interest This to
LexisNexis PCLaw application. It also provide PCLaw administrative personnel with procedures and other information used to install and enable the PCLaw Mobility application. Where to start: If this is the first time you have installed LexisNexis PCLaw, please read this guide carefully before proceeding.
There is no need to enter data twice. The Amicus Attorney-PCLaw Link provides seamless bi-directional integration, saving time while ensuring consistency. You can exchange Amicus File and Contact information with PCLaw Matter and Client information, and can map Amicus Lawyers and File Types to PCLaw Lawyer
Installation and update tasks are accomplished using the LexisNexis PCLaw Installer and Updater. It scans the workstation and is used to either install a new installation of LexisNexis PCLaw or update an existing installation. Although the Installer can be run more than once, if it is
PCLaw advanced security settings are used to provide and/or restrict users to PCLaw functions such as Matters, the Matter Manager, bank accounts, Time/Fees, and the Calendar. To grant and/or restrict users, perform the
Amicus Attorney Premium and Amicus Premium Billing 2014 Amicus Attorney Small Firm and Amicus Small Firm Accounting 2014 LexisNexis PCLaw 13 New Features and Enhance-ments Billing Email Templates Maintaining adequate cash inflows is critical to a law
This guide provides a list of tasks for installing PCLaw Practice Management Software. If you need additional information, refer to the
OHIO STATE LAW JOURNAL 2020–2021 EDITOR-IN-CHIEF Marjorie J. Burrell EXECUTIVE EDITOR CHIEF MANAGING EDITOR Caitlin M. Throne Madison Hill CHIEF ONLINE EDITOR Meagan Dimond CHIEF ARTICLES EDITOR CHIEF NOTE EDITOR Angad Chopra SYMPOSIUM EDITOR Susanna Savage Megan Porter EXECUTIVE ARTICLES EDITORS SOURCE EDITOR
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