PCLaw 11.0 Administration Guide - Support - LexisNexis

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4. Click the Change Item icon on the task bar. The Change G/L Account window opens. 5. Change/update the information in the window as applicable and click OK. The G/L Accounts windows opens displaying the changed/updated account information. 6. Close the G/L Accounts window. 138 PCLaw 11.0 Administration Guide
Delete a G/L Account Use the following procedure to delete a G/L account currently being used by your firm. NOTE: The G/L 1000 and G/L 1100 default (control) accounts can not be deleted. 1. Open the PCLaw application. 2. Go to Options > Lists > G/L Accounts. The G/L Accounts window opens. 3. Select/highlight the account in the list to be deleted. 4. Click the Delete Item icon on the task bar. The delete warning message opens. 139 PCLaw 11.0 Administration Guide
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PCLaw® 11.0 Administration Guide
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Contents How to Use this Guide ....
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Change an Existing Task Code ......
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Intended Audience This guide is int
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Backup and Restore Data PCLaw allow
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6. Click OK to continue. The PCLaw
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Restore Data 1. Open the PCLaw appl
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9. Click Yes. The Import Progress s
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Create a New User in PCLaw 1. Open
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Setting Up Groups All users in PCLa
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Add a User to a Group 1. Go to Opti
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User Selection and Restrictions 1.
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Matter Manager Access and Setup for
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Time/Fees Access and Setup for User
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View User Rights To determine the r
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Remove a User From a Group To remov
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Change User Password To change a pa
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Create a New Credit Card User To cr
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Configure a Credit Card User’s Ac
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Security Preferences Enabling Advan
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PCLaw Application Updates The PCLaw
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PCLaw Manual Updates PCLaw software
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Upgrade the Server Take the followi
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6. Click OK to close the User Monit
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13. Click Go for either option, to
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22. Locate your Data folder and cli
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System Settings and Setup It is imp
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Data Entry System Settings To compl
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Banking Quick Check Layout To setup
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9. Enter the appropriate data for e
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5. Enter settings as appropriate fo
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Matter System Settings To establish
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Billing System Settings To enter th
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6. Select a phrase from the list or
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5. Select a phrase from the list an
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6. Click Yes to confirm the deletio
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4. Select the appropriate checkboxe
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Check Pattern System Settings To es
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4. Click the Change button for the
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Other System Settings Setup To esta
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Configure Remote Client Server Sett
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Outlook Connection Settings Via the
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8. Select a timekeeper from the lis
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Workstation Settings and Setup Work
Page 89 and 90: Calendar Setup for Individual Works
Page 91 and 92: Miscellaneous Settings and Setup Op
Page 93 and 94: 4. Click the associated Change butt
Page 95 and 96: Lawyers and Rates To track the time
Page 97 and 98: 4. Enter the new lawyer’s nicknam
Page 99 and 100: 4. Change the lawyer information as
Page 101 and 102: 4. Click the Yes button to continue
Page 103 and 104: 4. Click the Accounting tab. The Ch
Page 105 and 106: 4. Click the Special Fields tab. Th
Page 107 and 108: 4. Click the Budget Figures tab. Th
Page 109 and 110: Types of Law To classify Matters, a
Page 111 and 112: Change a Type of Law Information To
Page 113 and 114: Explanation Codes Explanation codes
Page 115 and 116: 4. Enter a nickname for the code in
Page 117 and 118: 5. Select the fields to change and
Page 119 and 120: Task Codes Task codes can be used b
Page 121 and 122: Change an Existing Task Code To cha
Page 123 and 124: Template Editor To modify the appea
Page 125 and 126: Bank Account Setup The default bank
Page 127 and 128: 4. Select the account type to be ad
Page 129 and 130: 4. Change the information in the fi
Page 131 and 132: 4. Click Yes to continue. The Bank
Page 133 and 134: Reactivate a Bank Account To reacti
Page 135 and 136: 4. Click the Configure Merchant Acc
Page 137 and 138: Add a G/L Account Use the following
Page 139: Change G/L Account Information Use
Page 143 and 144: Department Codes Department codes c
Page 145 and 146: Change an Existing Department Code
Page 147 and 148: 4. Highlight the Department Code to
Page 149 and 150: Add a New Vendor Use the following
Page 151 and 152: Change Vendor Information Use the f
Page 153 and 154: Vendor Deactivation Use the followi
Page 155 and 156: Verify Data Integrity Data integrit
Page 157 and 158: PCLaw Mobility PCLaw ® Mobility is
Page 159 and 160: PCLaw Mobility Installation Checkli
Page 161 and 162: 3. Click Configure to continue. The
Page 163 and 164: 5. On the Connections Settings tab,
Page 165: 3. On the Users tab, select a user
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PCLaw 11.0 Administration Guide - Support - LexisNexis

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