PCLaw 11.0 Administration Guide - Support - LexisNexis

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Banking Quick Check Layout ........................................................................... 55 Banking MICR Font Settings ............................................................................ 58 System Settings for Taxes .............................................................................. 60 Matter System Settings .................................................................................. 61 Billing System Settings ................................................................................... 63 Past Due/Interest System Settings ................................................................... 64 Change a Past Due Notice Phrase ..................................................................... 66 Remove a Past Due Notice Phrase .................................................................... 68 Memorized Transactions System Settings .......................................................... 70 Check Pattern System Settings ........................................................................ 73 Change a Check Pattern ................................................................................. 74 Front Office System Settings ........................................................................... 76 Other System Settings Setup .......................................................................... 77 Connection Settings ............................................................................................ 78 Configure Remote Client Server Settings ........................................................... 79 Outlook Connection Settings ........................................................................... 81 Internet Explorer Connection Settings .............................................................. 84 Workstation Settings and Setup ............................................................................ 85 Workstation Data Entry Setup ......................................................................... 86 Calendar Setup for Individual Workstations ....................................................... 87 Miscellaneous Settings and Setup Options for Individual Workstations ................... 89 Changing the Color Settings for Individual Workstations ...................................... 90 Document Settings and Setup for Individual Workstations ................................... 92 Lawyers and Rates .............................................................................................. 93 Add a Lawyer/Timekeeper ............................................................................... 94 Change Lawyer Information ............................................................................ 96 Remove a Lawyer .......................................................................................... 98 Change a Lawyer’s Accounting Information ....................................................... 100 Change Special Fields on the Lawyer’s Information Form ..................................... 102 Enter Budget Information for a Lawyer ............................................................. 104 Types of Law ...................................................................................................... 107 Add a Type of Law ......................................................................................... 108 Change a Type of Law Information ................................................................... 109 Remove a Type of Law ................................................................................... 110 Explanation Codes .............................................................................................. 111 Add a New Explanation Code ........................................................................... 112 Change an Existing Explanation Code ............................................................... 114 Remove an Existing Explanation Code ............................................................... 116 Task Codes ........................................................................................................ 117 Add a New Task Code ..................................................................................... 118 2 PCLaw 11.0 Administration Guide
Change an Existing Task Code ......................................................................... 119 Remove an Existing Task Code ........................................................................ 120 Template Editor .................................................................................................. 121 Create a New Template .................................................................................. 122 Bank Account Setup ............................................................................................ 123 Add a Bank Account ....................................................................................... 124 Change Bank Account Information ................................................................... 126 Delete a Bank Account .................................................................................... 128 Deactivate a Bank Account .............................................................................. 130 Reactivate a Bank Account .............................................................................. 131 Configure Merchant Account ............................................................................ 132 General Ledger Accounts ..................................................................................... 134 Add a G/L Account ......................................................................................... 135 Change G/L Account Information ..................................................................... 137 Delete a G/L Account ...................................................................................... 139 Department Codes .............................................................................................. 141 Add a New Department Code ........................................................................... 142 Change an Existing Department Code ............................................................... 143 Remove an Existing Department Code .............................................................. 144 Vendors ............................................................................................................. 146 Add a New Vendor ......................................................................................... 147 Change Vendor Information ............................................................................ 149 Vendor Deactivation ....................................................................................... 151 Verify Data Integrity ........................................................................................... 153 PCLaw Mobility ................................................................................................... 155 Checklist Compliance and Assistance ................................................................ 156 PCLaw Mobility Installation Checklist ................................................................ 157 Enable the PCLaw Link to Run as a Service ........................................................ 158 Enable PCLaw Mobility for the Firm ................................................................... 160 Enable PCLaw Mobility for each User ................................................................. 162 3 PCLaw 11.0 Administration Guide
Page 1 and 2: PCLaw® 11.0 Administration Guide
Page 3: Contents How to Use this Guide ....
Page 7 and 8: Intended Audience This guide is int
Page 9 and 10: Backup and Restore Data PCLaw allow
Page 11 and 12: 6. Click OK to continue. The PCLaw
Page 13 and 14: Restore Data 1. Open the PCLaw appl
Page 15 and 16: 9. Click Yes. The Import Progress s
Page 17 and 18: Create a New User in PCLaw 1. Open
Page 19 and 20: Setting Up Groups All users in PCLa
Page 21 and 22: Add a User to a Group 1. Go to Opti
Page 23 and 24: User Selection and Restrictions 1.
Page 25 and 26: Matter Manager Access and Setup for
Page 27 and 28: Time/Fees Access and Setup for User
Page 29 and 30: View User Rights To determine the r
Page 31 and 32: Remove a User From a Group To remov
Page 33 and 34: Change User Password To change a pa
Page 35 and 36: Create a New Credit Card User To cr
Page 37 and 38: Configure a Credit Card User’s Ac
Page 39 and 40: Security Preferences Enabling Advan
Page 41 and 42: PCLaw Application Updates The PCLaw
Page 43 and 44: PCLaw Manual Updates PCLaw software
Page 45 and 46: Upgrade the Server Take the followi
Page 47 and 48: 6. Click OK to close the User Monit
Page 49 and 50: 13. Click Go for either option, to
Page 51 and 52: 22. Locate your Data folder and cli
Page 53 and 54: System Settings and Setup It is imp
Page 55 and 56:
Data Entry System Settings To compl
Page 57 and 58:
Banking Quick Check Layout To setup
Page 59 and 60:
9. Enter the appropriate data for e
Page 61 and 62:
5. Enter settings as appropriate fo
Page 63 and 64:
Matter System Settings To establish
Page 65 and 66:
Billing System Settings To enter th
Page 67 and 68:
6. Select a phrase from the list or
Page 69 and 70:
5. Select a phrase from the list an
Page 71 and 72:
6. Click Yes to confirm the deletio
Page 73 and 74:
4. Select the appropriate checkboxe
Page 75 and 76:
Check Pattern System Settings To es
Page 77 and 78:
4. Click the Change button for the
Page 79 and 80:
Other System Settings Setup To esta
Page 81 and 82:
Configure Remote Client Server Sett
Page 83 and 84:
Outlook Connection Settings Via the
Page 85 and 86:
8. Select a timekeeper from the lis
Page 87 and 88:
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 and 140:
Change G/L Account Information Use
Page 141 and 142:
Delete a G/L Account Use the follow
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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