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, […]
How to create a new vendor
Steps: Click on Vendors < New Vendor. Enter a vendor number, vendor account number and vendor name. Fill the Vendor form with relevant details. Click on Save and Close. Tips: In case the Tax Details box is checked, Tax registration number is mandatory. You can also enter the default values […]
How to reverse an interest on accounts receivable
Steps: Click on Clients and Matters. Select a client where the interest is posted. Click on bills and payments tab. Select the interest entry. Right Click < Click on Reverse < Yes. Select or enter the date of reversal. Enter the reason of reversal. Click on Reverse. Tips: Make sure […]
How to post an interest on accounts receivable
Steps: Click on Clients and Matters. Click on New Transactions < Post Interest. From the drop down of charge interest on unpaid bills over, select the number of days. Enter the interest rate (per annum). Select the client and matter on which you want to charge interest by click on […]
How to undo a deposit
Steps: Click on Find feature and look for the audit number for that receipt. Look for the audit number. Click on Banking and Reconciliation. Click on Deposit and Receipt detail report. Select an appropriate bank but do not change dates. Click on binoculars and type in that audit number < […]
How to reverse a vendor payment
Steps Click on Vendors. Select the vendor where that payment is posted. Click on Invoice and Payments tab. Select the payment you want to reverse. Right Click and select Reverse. Select or enter the date of reversal. Enter the reason of reversal. Click on Reverse. Tips Make sure the date […]
How to reopen a closed client
Steps: Click on Clients and Matters. On the right side select View Closed Clients/Matters. Select a client you want to reopen. Right click and click on reopen. Click on Reopen Client/Matter. Click on Ok.
How to edit a vendor invoice
Steps: Click on Vendors. Select the vendor where the Invoice is posted. Select the vendor invoice which needs to be edited. Right click < click on edit < Yes. Make appropriate changes. Click on Post and Close. Tips: Make sure status of an invoice is unbilled.
How to reverse a vendor invoice
Steps: Click on Vendors. Select the vendor where the Invoice is posted. Select the vendor invoice which needs to be reversed. Right click < click on reverse < Yes. Select or enter the date of reversal. Enter a reason of reversal. Click on Post and Close. Tips: Make sure the […]
How to reverse a general receipt
Posted to G/L Account Steps: Click on Find feature. Select the transaction type as general receipt. On the right side select G/L Account. Click on Find. Select a general receipt which needs to be reversed. Right click < click on Reverse < Yes. Select or enter a date of reversal. […]
How to reverse a trust transfer to pay bill
Steps: Click on Clients and Matters. Select the client where trust transfer to pay bill is posted. Click on trust tab. Select the trust transfer to pay bill which needs to be reversed. Right click < click on Reverse < Yes. Select or enter a date of reversal. Enter a […]
How to reverse a trust transfer cheque
Steps: Click on Find feature. Select the transaction type as Trust Cheque. On the right side select G/L account. Type the G/L Account as the trust transfer clearing account. Click on Find. Search for the Trust transfer check which needs to be reversed. Select the check. Right click < click […]
How to reverse a trust receipt
Steps: Click on Clients and Matters. Select the client for which a trust receipt is posted. Click on trust tab. Select a receipt you want to reverse. Right click < click on reverse < Yes. Enter a date of reversal. Enter a reason for reversal. Click on Reverse. Tips: Make sure the date […]
How to edit a disbursement
Steps: Click on Clients and Matters. Select the client for which disbursement needs to be edited. Click on disbursement tab. Select a disbursement you want to edit. Right click < click on edit. Make appropriate changes. Click on Post and Close Tips: Make sure that the status of disbursement is unbilled. Also make sure that […]
June 2017 ESILAW 360 Update
The following items have been added, updated or addressed in the latest ESILAW 360 update. Added Batch transfer / write off functionality to allow end users to transfer or write off unbilled transactions more quickly. Added an Anticipated Disbursements tab in billing to allow users to post anticipated disbursements. Disbursements entered […]
Hardware and Software Requirements for Installing SQL Server 2014
SQL Server 2014 Considerations We recommend running SQL Server 2014 on computers with the NTFS file format. FAT32 file system is supported but not recommended as it is less secure than the NTFS file system. You cannot install on read-only, mapped, or compressed drives. To allow the Visual Studio component […]
Hardware and Software Requirements for Installing SQL Server 2016
Hardware and Software Requirements for Installing SQL Server. The topic lists the minimum hardware and software requirements to install and run SQL Server on the Windows operating system. SQL Server 2017 introduces support for SQL Server on Linux. For information, see SQL Server 2017 on Linux. Try it out: The […]
Hardware and Software requirements for SQL Express
Source: https://docs.microsoft.com/en-us/sql/sql-server/install/hardware-and-software-requirements-for-installing-sql-server The following requirements apply to all installations: .NET Framework SQL Server 2016 RC1 and later require .NET Framework 4.6 for the Database Engine, Master Data Services, or Replication. SQL Server 2016 setup automatically installs .NET Framework. You can also manually install .NET Framework from Microsoft .NET Framework 4.6 […]
