|
PCLaw
PCLaw Client Information and Balances.
PCLaw’s "Quick Summary" feature provides instant access to up-to-date accounting balances, case notes and appointments.
To launch the "Quick Summary":
Press Ctrl + Y or click the notepad symbol on the Toolbar.
Type or select a matter or client nickname.
Click "Select." PCLaw displays the client’s balances (accounts receivable, work in progress, trust, general retainers) on buttons.
To view the source entries that make up the balances:
Click any balance button. The "Working With" window displays all the entries that make up the balance.
View, change or remove entries as required.
To return to the Quick Summary window, click "Close."
To access case notes, collection notes and appointments:
1. Click the "Case Notes," "Collection Notes" or "Diary" tab to review, add, change or remove notes or appointments.
Printing a PCLaw Pre-bill Summary Without Printing All the Pre-bills
PCLaw’s Summary Report feature shows matter eligible for billing with the A/R balance forward, fees, disbursements and taxes to be billed and the new balance due.
To produce a summarized pre-billing report:
In the "Output" area of the "Create Pre-bill" window, deselect all output options.
Make your usual mass billing selections.
Click the "Options" tab.
Select "Produce Summary Report."
Click "OK." PCLaw displays a summarized pre-billing report.
To print the report, click the Printer symbol on the Toolbar.
Print Selected Portions of a PCLaw Report
PCLaw’s printing feature prints only the specified portion of a report.
To print a part of a report:
Display any report on the screen. PCLaw displays the line numbers of the report in the bottom right corner of the report status line.
Determine the range of lines to print.
On the File pull-down menu, click "Print Report."
In the "Line Range" area, select "From Line" and type the starting and ending line numbers.
To print the report, click "OK."
Producing 1099 Reports from PCLaw
If you are using the "Accounts Payable" optional module, PCLaw can produce a 1099 listing and 1099 forms that include general and trust checks in addition to checks from "Accounts Payable."
When issuing a general or trust check, type the payee name exactly as it appears on the "Vendor Listing." When producing the 1099 listing or forms, select "General Checks" and "Trust Checks" in the "Include" area. Note: For a vendor to be included on the reports and forms, set the "Vendor Type" on the "Open Vendor" window to "Misc."
Updating PCLaw Over the Internet
PCLaw can check Alumni’s Web site to ensure that you are running the latest available version for free. To do this, click "Live Update" under the "Help" pull-down menu. If PCLaw finds a newer release of your current version, it downloads the update automatically. Note: This feature is only available in versions 4 and 5.
Your help is always appreciated. If you have a tip that you would like to submit, please e-mail it to us, and include your name, telephone number, and the program to which your tip applies.
Reader Tip
Vendor Tip Tip
|
|
