Presented by: Carmen Gallant - LexisNexis · •To add or remove a field Highlight item: - select...
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Transcript of Presented by: Carmen Gallant - LexisNexis · •To add or remove a field Highlight item: - select...
About Carmen Gallant
•Working with PCLaw since 1983
•Worked at a law firm for 5 years and implemented PCLaw
•Became a dealer with Alumni Computer Group in 1988
•Certified Independent Consultant with LexisNexis since 2005
•PCLaw Services:
•Implementation of PCLaw •Review of existing set up and customization of software •Training new staff •Advanced training to use PCLaw effectively •Templates •Troubleshooting and Balancing PCLaw
Agenda
1. Restrict posting in PCLaw 2. Edit memorized transactions 3. Hot keys 4. Customizing the Toolbar 5. Customizing Quickstep 6. Reports Toolbar 7. Customizing layouts in reports 8. Deposit Slips 9. User Monitor
Restrict Posting in PCLaw
•Utilities •System Settings •Other tab •No accounting entries on or before_________
• When you close a month end in PCLaw this date will automatically change to the month end date.
Edit memorized transactions
•Utilities •System Settings •Memorized transactions •Edit payee •Select general or trust
Edit memorized transactions
•Use search for to find the payee
•Highlight the payee you want to change and select okay
Hot Keys
Ctrl + A Creates General Retainer screen Ctrl + B Bill Selection screen Ctrl + D Select Account screen of Deposit slip Ctrl + E Create Expense Recovery screen Ctrl + F Find screen (applies to reports) Ctrl + G General Bank to Bank Transfer screen Ctrl + H Create General Check (Cheque) screen Ctrl + I Create Firm Receipt screen Ctrl + J Create G/L Adjustment screen Ctrl + K Create Trust Check screen Ctrl + L Client Ledger report options screen Ctrl + M Mortgage Amortization screen
Ctrl + N Create New Matter Screen Ctrl + P Pre-Bill Selection screen Ctrl + Q Begin Quick Timer screen Ctrl + R Create Receive Payment screen Ctrl + S Create Time Sheet screen Ctrl + T Create Trust Receipt screen Ctrl + U Create New Payable screen Ctrl + W Change Bill Screen Ctrl + Y Matter Manager screen Ctrl + Z Create Trust to General Transfer Shift + F1 Field Help F1 General Help
Each of the following combination keystrokes open a window in the program
Hot Keys • The default PCLaw hot keys are shown on the menu for each function
Add your own hot keys
•Toolbar Options
•Add or remove buttons
•Customize the toolbar
Hot Keys
•Keyboard tab
•Select the category
•Select the command
•Enter the shortcut key you want
•Select Assign
•The Hot Key is now assigned to the function
Customizing Toolbar • Add/Remove Pre-Set Icons on the Toolbar
•Check or uncheck the command
•Select PCLaw Toolbar
•Select Add or Remove Buttons
Customizing Toolbar
•Select Customize the toolbar
•Commands tab
•Select Category & Command
•Click and Drag command to the toolbar
•Add or remove buttons
•Item now shows on toolbar
Customizing Quickstep To Add a function to the Quickstep
•Right click in Quickstep
•Select Add a button
•Select menu options in subsequent menus until you select the function you want to add
You can delete a function by right clicking on button you want to delete and select Delete a button
Reports - top toolbar
Email report
Save to Excel
Zoom •to make print larger or smaller
•Save in my documents
Reports – top toolbar
•Type all or part of the word of the item you want to find
•Find the specified text
•Search for an item within a report - search for a word, amount, cheque number or any other item found within the report.
Reports – top toolbar
•The first entry that matches your search will be highlighted.
•You can search forward or backward with the left and right arrow keys
•Click on the arrow to find the next item
Reports – top toolbar
- Refresh report
•Refresh to see the changes you have made in your report.
- Reload report
•Re-load report will bring up the initial report screen again
Reports – top toolbar
•In this report the date changes and the request for disbursements only are remembered from the previous request.
Reload Report
•All of the changes you made to the original report will show
Customizing layout in reports • This function enables you to add or remove set information from the report.
•Add / change / remove are the options. •The easiest to use is change •You can not remove the default
•Layout
Customizing layout in reports - Select Change
Customizing layout in reports
Field information shows the options available to add to the report Selected shows:
•what information is on the default report •Row shows what line the information is on
Selected field properties gives the details of each element
•To add or remove a field Highlight item: - select add if in Field Available - select remove if in Selected
Customizing layout in reports You can change the layout of the report in numerous ways
•Change the row •Change the column length or location •Change date format •Change to bold or italic
•Highlight the item you want to change. The name will appear in the Title.
Customizing layout in reports
•The selected area will insert a check mark beside the fields that are overlapping
•The following error may appear if there are lines overlapping on the report
Customizing layout in reports
•Highlight 2nd entry with a check mark •Note the start number
•Change the numbers so they are not overlapping. Here you could change the end of date opened to 2.45
2.45
•Highlight 1st entry with a cheque mark •Note the end number
Customizing layout in reports
• You must change the name of the report prior to saving. PCLaw will not allow you to change the default template.
• A screen will pop up and ask you if you want to make this your default template.
• It is recommended that you say no to this option.
The default template should remain as the standard when the report is requested.
Customizing layout in reports To pick the default you want to use
•Click on arrow beside the default box •Highlight the name of the layout •Say no to make this the default template
Deposit Slips
•This feature will prepare your deposit slip for the bank
•Using the Deposit Slip function in PCLaw will:
•Quickly prepare your deposit slip for the bank •Eliminate posting errors on receipts. The posted entry in PCLaw will show on the receipt •Eliminates addition errors
Set up Deposit Slips
•The bank account information must be completed
•Options •Lists •Bank Accounts
Deposit Slips
•Highlight bank account
•Select Change
•Complete bank account information
Deposit Slips •Activate deposit slips in System Settings
Note: This is required to track the payment method for the Law Society
•Utilities
•System Settings
•Select Use Deposit Slips
Deposit Slips
•The payment method will be available on all receipts once you have activated the deposit slip function
•Select the payment method from the drop down list
•Post receipts in PCLaw. Select the payment method from the list
Deposit Slips
•Tools
•Deposit Slips
Prepare a Deposit Slip
•Prepare the deposit slip just before going to the bank
Deposit Slips
•Select General or Trust
•Insert bank number
•Leave dates as defaulted
•okay
•The default dates will ensure that there are no back dated entries or entries posted with a future date
•You can select Ignore Direct Deposit, Wire and Credit Card Entries if you do not have a Debit Machine
•Any entries selected as direct deposit, wire or credit card will not show on the deposit slip.
•Keep this selected if you do use a debit machine
Deposit Slips
•Bank information will automatically populate in the deposit slip
•Review each cheque to ensure information is correct •Highlight the entry
•Click on the box beside the entry number •A check mark will appear beside the entry
•An entry can be removed if it will not be taken to the bank (ie. a correcting entry)
•PCLaw will automatically assign a deposit slip number
•PCLaw will automatically total all of the items
Deposit Slips
•Select both in Output
•One copy will print automatically and the deposit slip will appear on the screen
•Confirm date •Today’s date will populate in the date field
Deposit Slips •Select print on the top toolbar to print a second copy
•One copy of the deposit slip will be for the bank •One copy will be for the firm
Deposit Slips
Note: The first time you use deposit slips the screen will populate with all of the deposits you have ever done for this account. You will need to clear all of the old deposits. Do this by selecting all old deposits and okay.
•Options for the bank
•Your bank may accept the PCLaw deposit slip as your deposit. Take both copies to the bank. The bank will keep one and return the second one to you stamped.
•The bank may want their deposit book used. Complete only the date and the total of the deposit on the bank deposit slip. Breakdown the cash if applicable. Give the bank one copy of the PCLaw deposit slip to show details for their records. Keep the second copy. The bank will stamp the deposit book.
•File firm copy of the deposit slip in a binder
User Monitor •User monitor will show all users logged into PCLaw
•Tools
•User Monitor
User Monitor
•All users will be identified
•The date and time they logged is recorded
•Enables you to identify the users that need to close PCLaw when performing certain functions where you must be the only user
•Monitor to ensure that all users close PCLaw every day before leaving the office
•Re-starting PCLaw will change the system date to today •Some backups will not complete properly if PCLaw is left open
