Frequently Asked Questions - LexisNexis

More documents

Recommendations

Info

If you receive a message that the entry cannot be found, read the next section. It describes the conditions that prevent a transaction from being changed. You can also correct a check with the Working With - General Bank function from the Data Entry menu. Why is the Change button grayed out when I am using the Working With Client Ledger function? When you correct a transaction using the Working With - Client Ledger function (or any other Working With function), it is the same as using any of the "correct" functions (such as Correct Check, Correct Receipt, etc.). Whether or not you can change a transaction, and whether or not the Change button is grayed out, depends on the condition of the transaction. In many cases, you can only change an entry if: • it has not been billed • it is in a month which has not been closed • it is not part of a transaction where part of the entry has been billed • it is in a month where the bank has not been reconciled (if you are using PCLawPro or have the Bank Reconciliation optional module). If the Change button is grayed out or you receive a message that you cannot change the entry, it means that the entry does not meet the conditions for editing. I can’t change a check because I get the message, "Date entered is prior to accounting restriction date" This message indicates that the month in which the check was originally written has been closed. You can only change PCLaw entries from open months because in closed months, all the transactions have been posted permanently to the General Ledger. There are two ways to correct a transaction from a closed month: Method 1: 1. Re-open the month using the Reopen Month function from the G/L menu and then make the correction. Be sure to get your bookkeeper’s permission before re-opening a month. Method 2: 1. Enter the incorrect transaction in the current month with a negative amount. This reverses the original entry. Re-enter the transaction in the current month with the correct information. I re-opened a month to make a correction to an entry. When I attempt to correct the entry, I receive the message "You cannot make changes to an entry in a closed month." Why does PCLaw not recognize that I re-opened the month? PCLaw will not recognize that you have re-opened the month until you exit and restart PCLaw. Once you restart PCLaw, you will be able to correct the entry. Billing
How do I show a discount on a client's bill? There are two methods you can use to show a discount on a bill: When creating a bill, make sure that Prompt for Changes to Billed Amounts is selected on the Options tab. When PCLaw displays the total charges for the bill, reduce the total fees. When you click OK to produce the bill, PCLaw prompts you for an explanation of the fee change. Type the appropriate explanation for the reduction in fees and it will appear on the bill. OR Use the Fee Sheet function from the Data Entry - Fee Sheet menu to enter a flat fee with a negative amount and an appropriate explanation such as "Courtesy Discount". When you bill the client, the total amount owing is reduced by the negative fee entry. How do I get my unused general retainer balance to show on the client's invoice? Using the Template Editor from the Tools menu, add the token Balance General Retainer (represented as Bal Rtnrs on the template) to the bill. Use a text box to the left of the token to add your own descriptive text. How can I edit the appearance of bills after they are created? Using the Edit Invoice Disk Image Function You can edit pre-bills, bills and recreated bills by using the Editor output option in conjunction with the Edit Invoice Disk Image function. To use this feature: • word processing software must be installed on your workstation • the word processor must have the ability to read RTF (rich text format) files Two steps must be followed to edit invoice images: 1. Create a pre-bill or bill, or recreate a bill, selecting the Editor output option. 2. Use the Edit Invoice Disk Image function from the Billing menu to load the bill as a document in your word processor. Using the Editor Output Option On the Main tab of the Create Pre-Bill, Create Bill or Recreate Bill function, select the Editor option in the Output area. This option saves the invoice as a file in rich text format. To edit invoice images, you must first use the Editor output option: Filenames The filename assigned to a pre-bill is SAMPLE.RTF; however, you can save the bill with a different name by filling in the Disk File box. For example, if you type PREBILL in the Disk File box, the pre-bill is saved in the file PREBILL.RTF. Do not type .RTF in the box. It is automatically appended to the filename. Bills and recreated bills use a filename consisting of the invoice number with the .RTF file extension. For example, if you create or recreate invoice number 8331, the bill is saved in the file 8331.RTF.
Page 1 and 2: Frequently Asked Questions Below ar
Page 3 and 4: 4. Run the SETUP program on the new
Page 5 and 6: How can I use PCLaw for time and bi
Page 7 and 8: I prefer to use the keyboard instea
Page 9 and 10: Data Entry Features When I am enter
Page 11 and 12: In this example, the bank balance o
Page 13 and 14: When the check is saved, two debit/
Page 15 and 16: 1. Reverse the original receipt by
Page 17: I need to write a check to pay for
Page 21 and 22: System Settings that Affect the Edi
Page 23 and 24: For firms using GST or VAT. - I rec
Page 25 and 26: 8. Accept the amount of 10.70 in th
Page 27 and 28: To prevent interest being charged b
Page 29 and 30: I charge interest of 10% but I'd li
Page 31 and 32: Set up an interest rate table: 1. O
Page 33 and 34: Select a compounding frequency: 1.
Page 35 and 36: PCLaw will not charge interest on t
Page 37 and 38: 2. Type the matter nickname in the
Page 39 and 40: 3/1/01 7.75 6/1/01 8..25 Assume the
Page 41 and 42: How can I quickly look up the balan
Page 43 and 44: 2. Deselect the Disbs check box. 3.
Page 45 and 46: Reconciliation Tips If the differen
Page 47 and 48: I just closed a payroll period and
Page 49 and 50: If the Add button is gray, you are
Page 51 and 52: General Ledger Accounts Debit Enter
Page 53 and 54: Notice how the Contributions per pe
Page 55 and 56: What & where are my Timeslips®? In
Page 57 and 58: 6. Click OK. The bill will include
Page 59 and 60: For more information about backups,

Frequently Asked Questions - LexisNexis

Create successful ePaper yourself

Delete template?

Save as template?