Frequently Asked Questions - LexisNexis

2. Deselect the Disbs check box.
3. Accept today’s date in the Age From box to age all entries as of today.
The report lists all the unbilled time and fee entries for all matters that have the responsible lawyer that you
specified.
Bank Reconciliation
How do I reconcile my first bank statement in PCLaw?
To reconcile the first bank statement, make sure you have the following items:
•completed bank reconciliation for the previous period
•bank statement for the current period
Then follow these instructions:
1 On the Tools pull-down menu, click Bank Reconciliation.
The Select Account window appears: (see right hand
image)
2 Select either General or Trust.
3 In the Acct box, type the bank account to reconcile or
double-click to select from a list of bank accounts.
4 Type the starting date from the bank statement in the
Start Date box or double-click to use the calendar.
5 Type the ending date from the bank statement in the End
Date box or double-click to use the calendar.
6 Type the beginning balance from the bank statement in the Opening Balance box.
7 Type the ending balance from the bank statement in the Closing Balance box.
8 Select Skip zero balance receipts to ignore receipts with a value of 0.00.
9 Select Skip zero balance checks to ignore checks with a value of 0.00.
10 Deselect Read Bank Statement from disk.
11 Select Auto Save every and specify the number of minutes to have PCLaw automatically save the bank at the
specified frequency.
12
Click OK. The Mark Items window appears.