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2010 Practice Management Annual Conference Mastering Receivables in Juris Presented by: Celeste...
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2010 Practice 2010 Practice Management Management Annual Conference Annual Conference Mastering Receivables in Juris Presented by: Celeste Bradford Juris ®
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Transcript of 2010 Practice Management Annual Conference Mastering Receivables in Juris Presented by: Celeste...
2010 Practice Management 2010 Practice Management
Annual ConferenceAnnual Conference
Mastering Receivables in Juris
Presented by:
Celeste Bradford
Juris®
2010 Practice Management 2010 Practice Management
Annual ConferenceAnnual Conference
• Education:– BS in Finance
• Experience:– 10 years experience supporting law firms using Juris® solutions as Support
Specialist, Report Engineer, Trainer, and Consultant
– 1 year experience as a Billing Coordinator
• Contact me:– [email protected]
2010 Practice Management 2010 Practice Management
Annual ConferenceAnnual ConferenceObjectives
Examine Juris receivables management functions, including best practices for:
• bank deposits
• collections activities
• write offs.
2010 Practice Management 2010 Practice Management
Annual ConferenceAnnual ConferenceBest Practices for Cash Receipts
Firm Options:
Batch #43 Batch #44
2010 Practice Management 2010 Practice Management
Annual ConferenceAnnual ConferenceBest Practices
•Preferences – Continuous New Mode
•Options for check numbering for Wire Transfers and ACH deposits
•Add to the Payor line if payment received from 3rd party
•OTHER tab – account #?
•Post cash receipts before posting invoices
•Mail invoices immediately after printing so AR balances will reflect the most recent payments
•Using Collection Terms and Status to manage collections
•Write off entire balance option on Credit Memos
2010 Practice Management 2010 Practice Management
Annual ConferenceAnnual ConferenceAdditional Training Opportunities
• For additional training opportunities, visit LexisNexis® University, where you may learn more about eLearning, eConsulting, Classroom, Anytime, and Just in Time Training class offerings.
• The Juris® Client Services Team offers on-site training, workflow analysis, and consulting to optimize your Juris software systems. Contact your local Juris representative for more information.
2010 Practice Management 2010 Practice Management
Annual ConferenceAnnual ConferenceWho is your representative?
