December 2017 ESILAW 360 Update

The following items have been added, updated or addressed in the latest ESILAW 360 update. Improved the customization of disbursement code tax rates to allow for more flexibility and custom tax rates. Updated the Transaction Listing report to show client matter address and additional contact information.  Also added the option to […]

ESI Payroll 2018 Update Now Available

The 2018 payroll tax table update is now available for download through the payroll software. To obtain the latest update use the Check for Updates and Install updates feature in ESI Payroll. Please ensure you run your final 2017 payroll prior to installing the 2018 update. If you require further […]

ESI Payroll 2018 Support & Update Renewal Order Form

The 2018 ESI Payroll renewal form is now available for download. The payroll update will be available to download by December 31st, 2017. Please note we no longer ship payroll on CD, but can provide you with a download link if you are unable to download the update using Check […]

November 2017 ESILAW 360 Update

The following items have been added, updated or addressed in the latest ESILAW 360 update. Added autosave by user option to various receipt forms for Print on Save. This prevents the user from having to select the option each time. Added a spacebar function in the bank reconciliation window to allow […]

October 2017 ESILAW 360 Update

The following items have been added, updated or addressed in the latest ESILAW 360 update. Added a new disbursement credit feature to allow posting of disbursement credits (e.g. a lump sum credit for photocopying rather than editing individual disbursement transactions). This is useful when disbursements are grouped on a bill and […]

September 2017 ESILAW 360 Update

The following items have been added, updated or addressed in the latest ESILAW 360 update. Updated Deposit & Receipts Journal, Bank Journal and Receipts Journal to show specific client information for transactions where multiple trust transfers to pay bills were grouped on a single cheque. This allows the user to easily […]

August 2017 ESILAW 360 Update

The following items have been added, updated or addressed in the latest ESILAW 360 update. Added a new feature to allow editing of paid and unpaid bills from Clients & Matters and the Find feature. Added a new Audit Journal report to allow reporting on all bank transactions for trust or […]

How to print Profit and Loss/Income Statement – Prior year comparison

The Profit & Loss/Income Statement – Prior Year Comparison report is similar to the regular Profit & Loss/Income Statement, but instead of comparing monthly and yearly expense and revenue figures to budget amounts, it compares them to prior year amounts. Steps: Click on Firm and Financial > Profit and Loss/Income […]

How to print Profit & Loss/Income Statement

The Profit & Loss/Income Statement lists revenue and expense accounts and displays the net amount of transactions entered in the current month, the monthly budget amount assigned to the account and the difference between these. It also lists the net amount entered for the year to date, the total of […]

July 2017 ESILAW 360 Update

The following items have been added, updated or addressed in the latest ESILAW 360 update. Added write down feature in Clients & Matters and Find to allow write downs of unpaid and partially paid bills.  This feature allows the user to write down fees, disbursements and taxes. Added Save & Close […]

How to print accounts receivable exception report

The Accounts Receivable Exception report enables you to view client and matter accounts receivable information based on criteria you specify. The report includes the client name, number and matter description, and totals by aging period and overall. Steps: Click on Reports > Accounts Receivable Exception. Enter the transaction from and […]

How to print bill journal report

The Bill Journal report produces a list of bills for a specific date and client and matter number range. The report includes the client or matter name, number and matter description, along with each bill number and the corresponding fee, disbursement and tax totals. Steps: Click on Reports > Bill […]

How to print bank journal report

The Bank Journal report makes bank reconciliation easier by providing a list of all transactions for a specific bank account or for all bank accounts. It enables you to view account opening and closing balances, and to list account transactions such as checks/cheques, receipts, and journal entries. For each bank […]

How to print billing realization report

Use the Billing Realization report to analyze billing variance by client, by lawyer and by type of law. The report displays total time (hours and fees) for clients and matters along with the billed amount and variance amount for each file, and calculates the percent of billings realized and the […]

How to print cheque register report

The Cheque Register report is used to view a list of general cheques or trust cheques entered for a particular bank. The report includes both outstanding and cleared cheques, and also includes cheques entered using Enter Outstanding Cheques. You can print it by bank and for a specific date range, […]

How to print a trust ledger by client report

The Trust Ledger by Client report prints details of client files with trust transactions within a specific date range. The report is similar to the Transaction Listing report. You have the option of including transactions for a specific trust bank or for all banks. The report includes client contact and […]

How to print a term trust listing report

The Term Trust Listing report lists clients and matters with term (special, or interest-bearing) trust. You can print the report by lawyer, client and matter, type of law, major client group and for a specific date range. The report includes the client or matter name, number and matter description, the […]

How to print a term deposit expiration report

The Term Deposit Expiration report produces a list by transaction of all clients and matters files with special (term, or interest bearing) trust. You can print the report for a specific date range. It includes the client name, number and lawyer initials, and the details of each term trust transaction […]

How to print an Ontario levy report

The Ontario Levy applies only to firms operating in Ontario, Canada. It is a surcharge that is charged by the Upper Canada Law Society.  The levy applies to files that are real estate and civil litigation matters.  The $50.00 value for real estate and the $65.00 value for civil litigation, […]