Frequently Asked Questions - LexisNexis

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The following table compares the terminology used in Time Matters® and PCLaw: For more information about the Time Matters®/PCLaw Link, see the Time Matters User Manual: • Version 3 User Manual – pages 254 to 265 • Version 2 User Manual – pages 217 to 231 Time Matters® PCLaw Contacts Clients Matters Matters Billing Slip Time Entry Staff Lawyer Event Classification Code Task Code Memo Description Duration Time I am working on a contingency case where I will not be billing the matter until the case is completed. The fee will be determined at that time. How can I keep track of the work done without billing the client? To prevent the matter from being billed until the case is completed: 1. On the File menu, point to Matter and click Open Matter. 2. Type or select the matter nickname for this case and click OK. 3. Click the Billing/Past Due/Taxes tab. 4. In the Frequency box, select Exclude. 5. In the Quoted Type box, select Contingency. 6. To save your changes, click OK. The billing frequency of Exclude prevents this matter from being billed if you do mass billing. To make time entries for the work you have done: 1. Enter time dockets using the Time Sheet function as you would with any other matter, using a rate of zero on the time entries. When the case is completed, produce the bill using the Create Bill function from the Billing menu: 1. On the Main tab, type or select the matter nickname in the Matter box. 2. Click OK. 3. In the Fees box, enter the fee amount for the whole case. 4. Click OK. 5. On the Explanation for Fee Adjustment screen, type in the text to appear on the bill.
6. Click OK. The bill will include a list of time entries with zero dollar amounts and one fee entry with the final fee amount. If you do not want the zero-rated time entries to appear on the bill, use the Select Charges feature on the Options tab of billing to exclude these entries. For more information, see "Processing Contingency Matters" on page 269 of the user manual. I am trying to use the Template Editor but I can’t figure it out. The template editor is used to modify the layouts of bills, checks, receipts and G/L statements. It is for advanced users who are familiar with desktop publishing programs. If you are not an advanced user, you can use the following resources to help learn about the template editor: • Thoroughly review "Template Editor" on page 317. It contains complete step-by-step instructions for using the program. • After you have gone through the chapter on the Template Editor, try modifying some templates in the Experimental Set of Books. You can "play" in this area without affecting your firm’s set of books. • Purchase the Template Editor Training Video. When modifying your good templates in PCLaw, use the File - Save As function to make a copy of the original template with a different name. This ensures that if the template is damaged beyond repair, you still have a good copy of the original template to work with. There is a function on my Tools menu called Verify Data Integrity. What does this do? This function reads the selected files and their associated index files to make sure there is no data corruption in your PCLaw files. If any corruption is found, PCLaw will attempt to correct the problem. If a problem is detected that cannot be corrected, a report is printed that can be faxed to <strong>LexisNexis</strong> PCLaw’s Technical Support Department (see "Getting Technical Support" on page 8 of the user manual). If you experience unusual problems in PCLaw, you should use this function to ensure that all your data files are valid. If the problem persists, contact Technical Support. This process can take a long time to complete, depending on the size of your data files. You may want to start this function at the end of the day and let it run overnight. Whenever I exit PCLaw I get a message asking if I want the program to make a copy of the data files. What does this do? When you exit PCLaw, the program prompts you to make a copy of your data files on your computer's hard drive. PCLaw saves your files in the following default location: C:\Program Files\ACG\PCLAW32\DATA\BKUP (If you are running PCLaw on a network, replace "C" with the drive letter that represents your server.)
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Frequently Asked Questions Below ar
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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 and 18: I need to write a check to pay for
Page 19 and 20: How do I show a discount on a clien
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: What & where are my Timeslips®? In
Page 59 and 60: For more information about backups,
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Frequently Asked Questions - LexisNexis

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