Support

Accounting and Bank Recs - How Do I...

• PCLaw End of Year - Checklist
• Closing the Month Overview
• Reopening Months
• Bank Reconciliation - Overview
• Adding or Changing a G/L Adjustment
• Balancing the G/L Reconciliation Report
• Balances Do Not Include All Entries for the Month
• Balance Sheet Does Not Balance Because an Expense Account was Changed to an Asset Account
• General Ledger (G/L) Budgeting
• The Retrieve From Window Does Not Open
• Budget Entries are Not Saved and Related Reports Return Zero Values
• Lawyer Budgeting - Overview

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Additional Tools - How Do I... 

• PCLaw Mobile Device Requirements
• Determining All Users Logged in to PCLaw
• Marking Offsetting A/R as Paid
• The Verify Data Integrity (VDI) Tool
• Running VDI for General Bank Accounts
• Running VDI for Trust Bank Accounts

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Administrator and Security

• Locking and Unlocking PCLaw
• Determining All Users Logged in to PCLaw
• User and Group Security - Overview
• Security Rights of the ADMIN ID
• Creating a Security Group
• Creating a User ID
• Security Must be Configured for a New Set of Books
• Some Tabs in the Register and Matter Manager Are Not Available
• Setting Group Security Rights for the Register
• Setting Group Security Rights to the General Tab on the Register
• Setting Group Security Rights to the Trust Tab on the Register
• Setting Group Security Rights to the Time Tab on the Register
• Setting Group Security Rights to the Matter Tab on the Register
• Setting Group Security Rights to the Ledger Tab on the Register
• Setting Group Security Rights to the Invoice Tab on the Register
• Setting Group Security Rights to the Expense Tab on the Register
• Setting Group Security Rights to the Appointments Tab on the Register
• Setting Group Security Rights to the A/P Tab on the Register
• Assigning Users to Specific Bank Accounts
• Matter Manager Security
• Setting User Security Rights to Individual Matters in the Matter Manager
• Setting User Access to the Matter Manager
• Setting User Access to Tabs in the Matter Manager
• Setting Group Access to Tabs in the Matter Manager
• Enabling the Allow User to Change Matter Security from Matter Manager
• In the Matter Manager User is Allowed Access To
• Security Attribute Rights to Tabs on the Matter Manager
• Users in PCLaw Security
• Security Listing Overview
• Reconciling the Security Listing
• Finding All Active Users
• Finding Security Rights for a Single User

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Bank Recs

• Bank Reconciliation - Overview
• Preparing for a Bank Reconciliation
• Opening the Bank Reconciliation Tool
• Loading a Bank Statement from a Disk or Electronic File for Your Bank Reconciliation
• Features and Items that Appear on the Bank Reconciliation Window
• Entering Prior Items for Your First Bank Reconciliation
• Changing the Bank Journal Balance from the Bank Reconciliation - Prior Items Window
• Changing the Bank Statement Balance after You Open the Bank Reconciliation Tool
• Entering a Bank Service Charge in the Bank Reconciliation Window
• Identifying and Entering Bank Errors - Overview
• Entering Bank Errors for Your First Bank Reconciliation Period
• Clearing Bank Errors
• Writing Off a Bank Error for a General Check (Cheque)
• Writing Off a Bank Error for a General Receipt
• Writing Off a Bank Error for a Trust Check (Cheque)
• Writing Off a Bank Error for a Trust Receipt
• Viewing Bank Errors
• Marking Cleared Items on the Bank Reconciliation (Mark Items) Window
• Recording Interest for Trust Bank Accounts
• Selecting or Deselecting all Items that Appear on the Bank Reconciliation Window
• Using the Find & Mark Feature
• Viewing the Details of a Deposit Slip in the Bank Reconciliation Window
• Changing an Item that Appears in the Bank Reconciliation Window
• Saving a Bank Reconciliation to Continue Reconciling at a Later Time
• Finalizing the Bank Reconciliation
• Reprinting a Bank Reconciliation Report for a Previously Reconciled Period
• Opening a Previously Reconciled Period
• Bank Reconciliation Report - Overview
• Bank Reconciliation Report - Bank Statement Reconciliation Section
• Bank Reconciliation Report - Bank Journal Reconciliation Section
• Bank Reconciliation Report - Outstanding Items List
• Finding and Marking Items on Bank Reconciliation
• Reopening the Previous Month’s Bank Reconciliation
• Selecting Receipts for Deposit Slips
• Working with Bank Reconciliation Reports
• Bank Reconciliation Troubleshooting
• The Opening Balance on the Bank Reconciliation Does not Match the Closing Balance of the Prior Bank Reconciliation
• Difference is not Zero on the Bank Reconciliation - Prior Items Window
• An Inconsistency within PCLaw has been detected (#1). Until this is corrected you will not be able to Reconcile.
• An Inconsistency within PCLaw has been detected (#2). Until this is corrected you will not be able to Reconcile.
• The Bank Reconciliation Report Shows a Difference in the Bank Statement Reconciliation Section (top part of report)
• The Bank Reconciliation Report Shows a Difference only in the Bank Journal Reconciliation Section (bottom part of report)
• The Bank Reconciliation Report Shows a Difference in both the Bank Statement Reconciliation Section (top part of report) and the Bank Journal Reconciliation Section (bottom part of report)
• Finding the Bank Journal Balance
• An Item on the Bank Reconciliation Window Randomly Appears and Disappears
• The calculated statement balance matches the bank statement balance. However, the calculated bank journal balance does not match the actual bank journal balance. Please ensure the actual bank journal balance is correct.
• Unable to Reconcile Bank Account Because of a Phantom Entry in Bank Reconciliation Window
• The Calculated and Actual Bank Journal Balances Do Not Reconcile
• The Calculated Statement Balance Matches the Bank Statement Balance However...
• Some Deposit Slips Do Not Display on the Mark Items Window
• Opening or Closing Balance Is Wrong
• Bank Reconciliation and BillFlow Windows do not Respond Properly When Using Dual Monitors

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Billing

• Creating Pre-Bills for a Responsible Lawyer
• Creating Pre-Bills for Matters with an A/R Balance
• Pre-Bill Selections - Overview
• Pre-Bill Selections - Matter Tab
• Pre-Bill Selections - Options Tab
• Pre-Bill Selections - Fees Tab
• Pre-Bill Selections - Disbs Tab
• Pre-Bill Selections - Rcpts Tab
• Pre-Bill Selections - Trust Tab
• Manually Select Charges to Pre-Bill at Pre-Billing
• Remove Unbilled Charges at Pre-Billing
• Change Unbilled Charges at Pre-Billing
• Write Off Unbilled Charges at Pre-Billing
• Creating Pre-Bills for a Single Client with Multiple Matters
• Matter Bill Settings Profiles - Overview
• Setting the Default Billing Template for a Single Matter
• Printing a List of Matter Bill Setting Profiles
• Applying a Matter Bill Settings Profile to Types of Law
• Setting the Default Billing Template in a Bill Settings Profile to Use for Multiple Matters
• Matter Bill Settings - Past Due/Interest Options
• Matter Bill Settings - Disbursements Options
• Removing a Matter Bill Setting Profile
• Adding a Special Fees Section to an Existing Billing Template
• Automatically Transferring Funds from Trust Accounts at Billing
• Enabling the Automatic Transfer from Trust for All New Matters
• Enabling the Automatic Transfer from Trust for an Existing Single Matter
• Enabling the Automatic Transfer from Trust for Multiple Existing Matters
• Printing Trust Checks (Cheques) and General Receipts
• Enabling the Allow Trust-to-General Transfer of Fee WIP Feature
• Enabling the Apply Trust Transfer to Existing Invoices Feature
• Bill Selections - Overview
• Creating Bills for a Responsible Lawyer
• Creating Bills for a Single Client with Multiple Matters
• Creating Bills for Matters with an A/R Balance
• Creating Quick Bills for Existing Matters
• Creating Quick Bills for New Matters
• Bill only Matters with New Charges and Exclude Bills with a Zero Balance
• Bill Selections - Matter Tab
• Bill Selections - Options Tab
• Bill Selections - Fees Tab
• Bill Selections - Disbs Tab
• Bill Selections - Rcpts Tab
• Bill Selections - Trust Tab
• Unrecorded Disbursements - Overview
• Manually Select Charges to Bill at Billing
• Quick Bills - Making a Fee Allocation
• Remove Unbilled Charges at Billing
• Billing Information - Overview
• Create a Disbursement at Billing
• Change Unbilled Charges at Billing
• Adjust Fees by Percent at Billing
• Adjust Fees by Amount at Billing
• Adjust Fees by Contingency Amount at Billing
• Creating Automatic Disbursements as a Percentage of Fees
• Creating Automatic Disbursements for Every Bill
• Creating Automatic Disbursements for Multiple Matters
• Selecting Default Billing Templates
• Selecting a Billing Template at the Time of Billing
• Editing Disk Images
• Recreating a Bill
• What Happens When You Request a Bill
• Working with the Charge Selection Window
• Writing-off Outstanding Invoice Balances
• A Billing Template Is Not Selected for Matter Bill Settings
• Undo Bill - Overview
• Undo a Bill in a Closed Month
• Undo a Bill using a Range of Dates
• Undo a Bill using a Range of Invoice Numbers
• Undoing a Bill from the Register
• Removing Split Bills for Split Matters (Split Bills)
• Split Matters (Split Bills) Overview
• Creating Bills for Split Matters (Split Bills)
• Adjusting Split Bills for Split Matters (Split Bills)
• Releasing a Split Matter (Split Bill)
• Matter Manager Split Matters
• Entries That Appear on the Invoices for Split Matters (Split Bills)
• Entries Included in Split Matters (Split Bills)
• Entries That Appear on the Client Ledger for Split Matters (Split Bills)
• Split Matters (Split Bills) Example
• Split Bill
• BillFlow Manager Overview
• BillFlow Selections Overview
• BillFlow Selections - Matter Tab
• BillFlow Selections - Options Tab
• BillFlow Selections - Fees Tab
• BillFlow Selections - Disbs Tab
• BillFlow Selections - Rcpts Tab
• BillFlow Selections - Trust Tab
• Creating Additional BillFlows
• Creating Bills with the BillFlow Manager
• Assigning a BillFlow to a Timekeeper
• Creating BillFlows for a Responsible Lawyer
• Creating a BillFlow for Matters with an A/R Balance
• Creating BillFlows for a Single Client with Multiple Matters
• Pre-Bill Using the BillFlow Manager
• Changing a BillFlow Using the BillFlow Manager
• Changing the Status of Charges Using the BillFlow Manager
• Editing Entries Using the BillFlow Manager
• Correcting Charges Using the BillFlow Manager
• Correcting Expenses Using the BillFlow Manager
• Correcting Retainers Using the BillFlow Manager
• Correcting Trust Receipts Using the BillFlow Manager
• Removing a BillFlow Using the BillFlow Manager
• Printing a BillFlow Summary Using the BillFlow Manager
• PCLaw Displays a Warning Message that the Invoice Box Contains a Number that Already Exists
• Removing a Partially Posted Invoice or Bill
• Common Messages that Appear when You Undo a Bill
• Invoice Cannot be Undone Because the Invoice Date is Before the Accounting Restriction Date
• The Invoice Date is in a Closed Month
• Matters with New Charges Do Not Print at Billing
• Matters with New Charges Do Not Print at Pre-Billing
• Pre-Bills Print with a Zero Balance
• Payment Section Does Not Appear in Final Quick Bill
• The Edit Disk Image Feature is not Available from the Billing Drop-Down Menu
• Retainers Auto Allocate at Billing Regardless of Setting Selection
• Fees Do Not Appear on the Billing Fees Journal or the Client Summary and Taxes for Fees Are Not Calculated
• Attempt To Delete Record Twice In a Row
• Bank Reconciliation and BillFlow Windows do not Respond Properly When Using Dual Monitors
• Taxes Doubled on Disbursements
• PCLaw Creates a Negative One Cent Sales Tax Amount
• Receiving a Payment in Quick Bill does not Apply the Correct Receipt Number
• Enabling the PCLaw Electronic Billing Feature
• Creating Electronic Billing Invoices
• Electronic Billing Layout Templates
• Creating Custom Task Codes for Electronic Billing
• Creating Custom Explanation Codes for Electronic Billing
• Provisional Write Off Overview
• Creating a Provisional Write Off
• Write Up/Down Journal - Overview
• Write Up/Down Journal - Overview
• Viewing Provisional Write Offs Overview
• Viewing a Provisional Write Off on the Write Up/Down Journal
• Viewing a Provisional Write Off on the General Ledger
• Viewing a Provisional Write Off on the GST/HST Journal
• Viewing a Provisional Write Off on the Receivables by Client
• Viewing a Provisional Write Off on the Receivables by Lawyer
• Viewing a Provisional Write Off on the Client Accounting Ledger

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Billing and Past Due - How Do I...

• Creating Pre-Bills for a Responsible Lawyer
• Creating Bills for a Responsible Lawyer
• Creating Bills for a Single Client with Multiple Matters
• Creating Bills for Matters with an A/R Balance
• Bill only Matters with New Charges and Exclude Bills with a Zero Balance
• Change Unbilled Charges at Billing
• Adjust Fees by Percent at Billing
• Adjust Fees by Amount at Billing
• Write Off Unbilled Charges at Billing
• Adjust Fees by Contingency Amount at Billing
• Creating Automatic Disbursements as a Percentage of Fees
• Creating Automatic Disbursements for Every Bill
• Creating Automatic Disbursements for Multiple Matters
• Selecting Default Billing Templates
• Undo Bill - Overview
• Undo a Bill in a Closed Month
• Undo a Bill using a Range of Dates
• Creating Bills for Split Matters (Split Bills)
• Writing-off Outstanding Invoice Balances
• Creating Past Due Notices
• Creating Electronic Billing Invoices
• Creating Custom Task Codes for Electronic Billing
• Creating Custom Explanation Codes for Electronic Billing

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Calendar

• User and Group Security - Overview
• Setting Group Security Rights for the Register

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Common Tasks

• Common Tasks

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Daily Tasks and Data Entry - How Do I...

• Creating New Matters
• Listing Potential Conflicts
• Renumbering a Matter or Client
• Exporting Matter Information
• Applying Payment to Accrued Interest
• Remitting GST/HST
• Entering a GST/HST Refund
• Remitting Sales Tax (PST)
• Entering a PST Refund
• Remitting Transaction Levies for Firms in Ontario
• Remitting Transaction Levies for Firms in Newfoundland and Labrador
• Remitting Withholding Checks
• Creating Recurring Entries
• Processing Recurring Entries
• Modifying or Removing Recurring Entries
• Refunding Discounts for Paid Invoices
• Entering Trust Receipts with a Payment Method and Originating Bank
• Entering an Expense Recovery
• Combination Keystrokes (Hot Keys)
• Creating Deposit Slips
• Reversing a Credit Card Payment
• Closing a Single Matter
• Closing Multiple Matters
• Creating a Time Sheet Entry
• Creating a Fee Sheet Entry
• Time Sheet Notes Overview
• Finding the Bank Journal Balance
• Changing the GST/HST Code on a GST/HST Remittance Check (Cheque)
• Changing the Remittance Period on a Remittance Check (Cheque)
• About Managing Company Credit Cards
• Managing Credit Cards as Vendors
• Managing Credit Cards as Short Term Liabilities
• Managing Credit Cards as Bank Accounts

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Earlier Versions

• Support Life Cycle

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Error Messages

• Error Messages

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Find Certified Professionals

• Find Certified Professionals

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G/L Accounting

• Accounting
• Debits and Credits
• Effect of Debit or Credit to G/L Account Types
• Control Accounts
• PCLaw Lawyer Types
• Finding the Start of Fiscal Year Date
• Finding the PCLaw Start Date
• The Cash Method of Accounting
• Entries that Post to the G/L When You Work with Hard Costs in Cash Accounting
• Entries that Post to the G/L When You Work with Soft Costs in the Cash Accounting
• Entries that Post to the G/L When You Work with Expense Recoveries in Cash Accounting - Overview
• Debits and Credits that Post to the G/L When You Enter an Expense Recovery with Separate Hard and Soft Costs Enabled in Cash Accounting
• Debits and Credits that Post to the G/L When You Enter an Expense Recovery with Separate Hard and Soft Costs Disabled in Cash Accounting
• Entries that Post to the G/L When You Enter a General Check (Cheque) in Cash Accounting
• Entries that Post to the G/L When You Create a Bill in Cash Accounting
• Entries that Post to the G/L when You Apply a General Retainer in Cash Accounting - Overview
• Debits and Credits to the G/L when You Disable Separate Hard and Soft Costs and Apply a General Retainer with in Cash Accounting
• Debits and Credits to the G/L when You Enable Separate Hard and Soft Costs and Apply a General Retainer in Cash Accounting
• Entries that Post to the G/L when You Receive a Payment in Cash Accounting - Overview
• Debits and Credits to the G/L when You Enable Separate Hard and Soft Costs and Receive Payment in Cash Accounting
• Debits and Credits to the G/L when You Disable Separate Hard and Soft Costs and Receive Payment in Cash Accounting
• Entries that Post to the G/L when You Process a Payable in Cash Accounting
• The Accrual Method of Accounting
• Entries that Post to the G/L when You Enter an Expense Recovery in Accrual Accounting
• Entries that Post to the G/L when You Enter a General Check (Cheque) in Accrual Accounting
• Entries that Post to the G/L when You Create a Bill in the Accrual Method of Accounting
• Entries that Post to the G/L when You Receive a Payment in the Accrual Method of Accounting
• Entries that Post to the G/L when You Write Down a Bill in Accrual Accounting
• Entries that Post to the G/L when You Create a Payable in the Accrual Method of Accounting
• Entries that Post to the G/L when You Process a Payable in the Accrual Method of Accounting
• The Modified Cash Method of Accounting
• Summarized G/L Accounts
• Viewing the G/L Chart of Accounts
• Creating G/L Accounts
• Removing a General Ledger (GL) Account
• Adding a New General Ledger (GL) Account
• Changing G/L Accounts
• G/L Control Accounts
• Identifying G/L Control Accounts in Versions 9.20 and Higher
• Identifying G/L Control Accounts in Versions 9.0 to 9.10
• Chart of Common G/L Control and Reserved Accounts
• Parent and Sub Accounts on General Ledger Statements Overview
• Creating Parent G/L Accounts
• Assigning Sub Accounts to Parent G/L Accounts
• Using and Working with Expense Recovery Accounts
• Changing G/L Allocations on Transactions
• Adding or Changing a G/L Adjustment
• Entering G/L Opening Balances
• Trust Funds Owed (2100) Account
• Calculating the Client Disbursement Recovery Balance
• Showing Both Parent and Sub Accounts on the Income Statement
• Showing Only Parent Accounts on the Income Statement
• Showing Only Sub Accounts and Hiding Parent Accounts on the Income Statement
• Showing Both Parent and Sub Accounts on the Balance Sheet
• Showing Only Parent Accounts on the Balance Sheet
• Showing Only Sub Accounts and Hiding Parent Accounts on the Balance Sheet
• Using and Working with the Client Disbursement Clearing Account (5210)
• Client Disb. Clearing Account
• Changing the Default Client Disbursement Clearing Account
• General Ledger Category
• Send G/L Data to Accountant
• Import G/L Adjustments from Accountant
• Reconciling Unpaid Disbursements
• Reconciling Unpaid Disbursements When You Do Not Separate Hard and Soft Costs
• Reconciling Unpaid Disbursements When You Separate Hard and Soft Costs
• Enabling the Use G/L Accounting Feature
• Tracking Soft Costs in G/L
• Consolidating G/L Statements for Two Sets of Books
• Posting Input Tax Credits (ITC) to the G/L for Sales Tax Paid Out (Quebec)
• Closing the Month Overview
• Closing the Month in Accrual Accounting
• Closing the Month in Cash Accounting
• Closing the Month in Modified Cash Accounting
• Finding the Last Month Closed
• Reopening Months
• Exporting Month-End Balances to Third Party Applications
• Balances Do Not Include All Entries for the Month
• Entries that Post to the G/L when You Create a Payable in Cash Accounting
• Closing the Year
• PCLaw End of Year - Checklist
• Year End Adjusting Entries
• End of Year Adjusting Entries Report
• You May Not Close More than 12 Months in a Year
• Trust Balances Do Not Reconcile for the Trust Bank Journal, Client Trust Listing, or G/L
• The General Bank Journal Balance and the G/L Do Not Reconcile
• The Accounts Receivable Balances Do Not Reconcile from the Billing (Fees) Journal to the Client Ledger or G/L 1200 Account
• Client Disbursement Recovery Balances Do Not Reconcile from the Client Ledger to the G/L 1210 Account for Accrual Accounting
• Client Disbursement Recovery Balances Do Not Reconcile from the Client Ledger to the G/L 1210 Account for Accrual Accounting
• Client Disbursement Recovery Balances do not Reconcile from the Client Ledger to the G/L 1210 Account for Modified Cash Accounting
• Client Disbursement Clearing Account (5210) Balance is Not Zero
• The GST/HST Journal Balance Does Not Reconcile to the G/L 2400 Account
• G/L Accounts Do Not Appear on the General Ledger Statement
• You Are Already Running a General Ledger Function
• Someone Else Is in PCLaw
• Unable to Get Balance Information
• GL Account out of Balance with its Corresponding Journal
• The General Bank Journal Balance is Wrong but the G/L Balance is Correct
• Budget Entries are Not Saved and Related Reports Return Zero Values
• Balance Sheet Does Not Balance Because an Expense Account was Changed to an Asset Account
• The Retrieve From Window Does Not Open
• Both the Long and Short Term Sections of the Balance Sheet Contain the Liability Account
• Printing a List of G/L Accounts Crashes PCLaw
• G/L Functions and Financial Statements Truncate Bank Account Names to 20 Characters
• Calculating the General Ledger Balances
• Trial Balance Does not Match the Income Statement

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G/L Accounting Entries

• The Accrual Method of Accounting
• Entries that Post to the G/L when You Enter an Expense Recovery in Accrual Accounting
• Entries that Post to the G/L when You Enter a General Check (Cheque) in Accrual Accounting
• Entries that Post to the G/L when You Create a Bill in the Accrual Method of Accounting
• Entries that Post to the G/L when You Receive a Payment in the Accrual Method of Accounting
• Entries that Post to the G/L when You Write Down a Bill in Accrual Accounting
• Entries that Post to the G/L when You Create a Payable in the Accrual Method of Accounting
• Entries that Post to the G/L when You Process a Payable in the Accrual Method of Accounting
• The Cash Method of Accounting
• Entries that Post to the G/L When You Work with Expense Recoveries in Cash Accounting - Overview
• Debits and Credits that Post to the G/L When You Enter an Expense Recovery with Separate Hard and Soft Costs Disabled in Cash Accounting
• Debits and Credits that Post to the G/L When You Enter an Expense Recovery with Separate Hard and Soft Costs Enabled in Cash Accounting
• Entries that Post to the G/L When You Work with Hard Costs in Cash Accounting
• Entries that Post to the G/L When You Work with Soft Costs in the Cash Accounting
• Entries that Post to the G/L When You Enter a General Check (Cheque) in Cash Accounting
• Entries that Post to the G/L When You Create a Bill in Cash Accounting
• Entries that Post to the G/L when You Apply a General Retainer in Cash Accounting - Overview
• Debits and Credits to the G/L when You Enable Separate Hard and Soft Costs and Apply a General Retainer in Cash Accounting
• Debits and Credits to the G/L when You Disable Separate Hard and Soft Costs and Apply a General Retainer with in Cash Accounting
• Entries that Post to the G/L when You Receive a Payment in Cash Accounting - Overview
• Debits and Credits to the G/L when You Disable Separate Hard and Soft Costs and Receive Payment in Cash Accounting
• Debits and Credits to the G/L when You Enable Separate Hard and Soft Costs and Receive Payment in Cash Accounting
• Entries that Post to the G/L when You Write Down a Bill in Cash Accounting - Overview
• Entries that Post to the G/L when You Disable Separate Hard and Soft Costs and Write Down a Bill in Cash Accounting
• Entries that Post to the G/L when You Enable Separate Hard and Soft Costs and Write Down a Bill in Cash Accounting
• Entries that Post to the G/L when You Create a Payable in Cash Accounting
• Entries that Post to the G/L when You Process a Payable in Cash Accounting
• The Modified Cash Method of Accounting
• Entries that Post to the G/L when You Work with Expense Recoveries in Modified Cash Accounting - Overview
• Entries that Post to the G/L when You Disable Separate Hard and Soft Costs and Enter an Expense Recovery in Modified Cash
• Entries that Post to the G/L when You Enable Separate Hard and Soft Costs and Enter an Expense Recovery in Modified Cash
• Entries that Post to the G/L when You Work with Hard Costs in Modified Cash Accounting
• Entries that Post to the G/L when You Work with Soft Costs in the Modified Cash Accounting
• Entries that Post to the G/L when You Enter a General Check (Cheque) in Modified Cash Accounting
• Entries that Post to the G/L when You Create a Bill in Modified Cash Accounting
• Entries that Post to the G/L when You Apply a General Retainer in Modified Cash Accounting - Overview
• Entries that Post to the G/L when You Disable Separate Hard and Soft Costs and Apply a General Retainer in Modified Cash
• Entries that Post to the G/L when You Enable Separate Hard and Soft Costs and Apply a General Retainer in Modified Cash Accounting
• Entries that Post to the G/L when You Receive a Payment in Modified Cash Accounting - Overview
• Entries that Post to the G/L when You Disable Separate Hard and Soft Costs and Receive a Payment in Modified Cash
• Entries that Post to the G/L when You Enable Separate Hard and Soft Costs and Receive a Payment in Modified Cash
• Entries that Post to the G/L when You Write Down a Bill in Modified Cash Accounting - Overview
• Entries that Post to the G/L when You Disable Separate Hard and Soft Costs and Write Down a Bill in Modified Cash
• Entries that Post to the G/L when You Enable Separate Hard and Soft Costs and Write Down a Bill in Modified Cash
• Entries that Post to the G/L when You Create a Payable in Modified Cash Accounting
• Entries that Post to the G/L when You Process a Payable in Modified Cash Accounting

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Get Started - How Do I...

• Entering Opening Balances - Overview
• Entering General Bank Opening Balances
• Entering Matter Opening Balances
• Assigning a Law Society Number
• PCLaw Lawyer Types
• Removing a Lawyer or Timekeeper from PCLaw
• Assigning Users to Specific Bank Accounts

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Installation Overview

• Installation Overview

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Opening Balances and Lists

• Entering Opening Balances - Overview
• Entering General Bank Opening Balances
• Entering Matter Opening Balances
• Entering G/L Opening Balances
• Entering GST/HST Opening Balances
• The Opening Balances Tab is Missing in the Matter Manager
• Bank Accounts - Overview
• Adding Bank Accounts
• Configuring a Merchant Account
• Entering Law Society Numbers for Lawyers in Your Firm
• Assigning a Law Society Number
• Adding a New General Ledger (GL) Account
• Adding Task Codes
• Adding Referral Sources
• Changing Rates for a Lawyer
• Adding Rate Categories
• The List Of Lawyers In PCLaw Has More Lawyers Than The License Allows
• Adding a New Explanation Code
• Creating Explanation Codes for Special Fees
• Setting a Default GST/HST Category for an Explanation Code
• Enabling Mark Ups for an Explanation Code
• Adding a New Vendor
• Changing a Vendor

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Past Due

• Past Due Notices - Overview
• Creating Past Due Notices
• Past Due - Matters Tab
• Past Due - Options Tab
• Linking Past Due Phrases to a Template
• Modifying Past Due Notice Phrases
• Changing a Past Due Phrase
• Removing a Past Due Phrase
• Copying a Past Due Phrase
• Creating Collection Memos
• Past Due Notice Templates Contain Invalid Characters
• Enabling Interest for the Firm
• Enabling Interest for a Single Matter
• Enabling Interest for Multiple Matters
• Enabling Interest for Existing Invoices
• Using Rate Tables
• Reports That List Interest
• Listing Interest on the Receivables by Client Report
• Listing Interest on the Client Summary
• Listing Interest on the Client Ledger
• How the PCLaw^® Billing and Accounting Software Calculates Interest - Example
• Disabling Interest for a Firm

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PCLaw Version 11 Release Notes

• Earlier Versions
• What’s New in PCLaw Version 11
• PCLaw Version 11 Overview
• Upgrading the PCLaw Software

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Product Documentation

• Product Documentation

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Product Home

• PCLaw Version 11 Support Center

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Reports - Accounting Financial Statements

• Financial Statements Overview
• Calculating the General Ledger Balances
• Determining the Report Period for Financial Statements
• Financial Statements - Other Tab Report Options
• General Ledger Statement Overview
• Entries That Appear on the General Ledger Statement
• Showing the Detail of Each Debit and Credit to the General Ledger Statement
• General Ledger Statement Templates
• Trial Balance Overview
• Entries That Appear on the Trial Balance
• Trial Balance Templates
• Viewing a Provisional Write Off on the General Ledger
• Income Statement Overview
• Entries That Appear on the Income Statement
• Income Statement Overview
• Entries That Appear on the Income Statement
• Income Statement Templates
• Understanding Equity Accounts on the Balance Sheet
• Showing Both Parent and Sub Accounts on the Income Statement
• Showing Only Parent Accounts on the Income Statement
• Showing Only Sub Accounts and Hiding Parent Accounts on the Income Statement
• Balance Sheet Overview
• Balance Sheet Templates
• Entries That Appear on the Balance Sheet
• Summarized G/L Accounts
• Summarizing Debits and Credits for Each G/L Account That Carries a Balance
• Source Journals
• Showing Both Parent and Sub Accounts on the Balance Sheet
• Showing Only Parent Accounts on the Balance Sheet
• Showing Only Sub Accounts and Hiding Parent Accounts on the Income Statement
• Consolidating G/L Statements for Two Sets of Books
• Both the Long and Short Term Sections of the Balance Sheet Contain the Liability Account
• Balance Sheet Does Not Balance Because an Expense Account was Changed to an Asset Account
• G/L Reconciliation Report Overview
• Entries That Appear on the G/L Reconciliation Report - Accrual Accounting Method
• Entries That Appear on the G/L Reconciliation Report - Cash and Modified Cash Accounting Methods
• Reports That Reconcile to the G/L Reconciliation Report
• Calculating the Client Disbursement Recovery Balance
• Balancing the G/L Reconciliation Report
• Trust Balances Do Not Reconcile for the Trust Bank Journal, Client Trust Listing, or G/L
• Correcting an Imbalance Between the Client Trust Listing and the Trust Bank Journal
• Correcting an Imbalance between the Trust Bank Journal and the G/L
• The General Bank Journal Balance and the G/L Do Not Reconcile
• Correcting an Imbalance That Begins at Your Start Date Between the General Bank Journal and the G/L and There Are no Months Closed
• Correcting an Imbalance That Begins at Your Start Date Between the General Bank Journal and the G/L and There Are Months Closed
• Correcting an Imbalance That Begins After Your Start Date Between the General Bank Journal and the G/L
• The Accounts Receivable Balances Do Not Reconcile from the Billing (Fees) Journal to the Client Ledger or G/L 1200 Account
• Reconciling an Accounts Receivable Imbalance Between the Client Ledger and the Billing (Fees) Journal
• Reconciling an Accounts Receivable Imbalance Between the Billing (Fees) Journal and the G/L
• Finding Matters with an Out of Balance Accounts Receivable
• Client Disbursement Recovery Balances Do Not Reconcile from the Client Ledger to the G/L 1210 Account for Accrual Accounting
• Correcting an Imbalance for the Client Disbursement Recovery (Accrual) That Begins on Your Start Date and There Are no Months Closed
• Correcting an Imbalance for the Client Disbursement Recovery (Accrual) That Begins on Your Start Date and There Are Closed Months
• Correcting an Imbalance for the Client Disbursement Recovery (Accrual) That Begins After Your Start Date
• Client Disbursement Recovery Balances do not Reconcile from the Client Ledger to the G/L 1210 Account for Modified Cash Accounting
• Correcting an Imbalance for the Client Disbursement Recovery (Modified Cash) That Begins on Your Start Date and There Are no Months Closed
• Correcting an Imbalance for the Client Disbursement Recovery (Modified Cash) That Begins on Your Start Date and There Are Closed Months
• Correcting an Imbalance for the Client Disbursement Recovery (Accrual) That Begins After Your Start Date
• The Balances Do Not Reconcile from the Purchases Journal or the Payable Listing to the G/L 2000 Account
• Correcting an Accounts Payable Imbalance When the Difference Begins on the Day After Your PCLaw^® Start Date or Prior and there Are no Closed Months
• Correcting an Accounts Payable Imbalance When the Difference Begins on the Day After Your PCLaw Start Date or Prior and There are Closed Months
• Correcting an Accounts Payable Imbalance when the difference begins after your PCLaw Start Date
• The GST/HST Journal Balance Does Not Reconcile to the G/L 2400 Account
• Correcting a GST/HST Imbalance When the Difference Begins on the Day After Your PCLaw® Start Date or Prior and There Are No Closed Months
• Correcting a GST/HST Imbalance When the Difference Begins on the Day After Your PCLaw® Start Date or Prior and There Are Closed Months
• Correcting a GST/HST Imbalance When the Difference Begins After Your PCLaw Start Date
• Correcting the GST/HST Opening Balance with a General Cheque (Check)
• G/L Statement Options
• General Ledger (G/L) Budgeting
• Balances Do Not Include All Entries for the Month
• Cannot Reconcile the General Journal
• Finding the First Date That the G/L Reconciliation Report Shows an Imbalance

[TOP]

Reports - Accounts Payables

• Allocation Listing Overview
• Other Tab Report Options on Allocation Listing
• Reports That Reconcile to the Allocation Listing
• Finding the Payment or Billing Status of Matter Allocations in Accounts Payable
• Finding Total Billed and Unbilled Amounts Allocated by Responsible Lawyer
• Discount Listing Overview
• Reconciling the Discount Listing
• Finding Accounts Payable Discounts Available For Your Firm
• Payable Listing Overview
• Finding Accounts Payable Due For Your Firm
• Reports That Reconcile to the Payable Listing
• Payment Listing Overview
• Reports That Reconcile to the Payment Listing
• Finding Payments That You Enter through Accounts Payable
• The Purchases Journal Overview
• Reports That Reconcile to the Purchases Journal
• Finding all invoices entered through Accounts Payable
• Vendor Ledger Overview
• Reports That Reconcile to the Vendor Ledger
• Finding Total Accounts Payable Purchases for a Specific Period
• Finding Total Accounts Payable Payments for a Specific Period
• Finding All Activity For One Or More Vendors
• Vendor Listing Overview
• 1099 Listing Overview
• Reports That Reconcile to the 1099 Listing
• 1099 Forms

[TOP]

Reports - Accounts Receivables

• Receivables by Client Report - Overview
• Receivables by Client - Other Tab Report Options
• Entries That Appear on the Receivables by Client Report
• Reports That Reconcile to the Receivables by Client Report
• Viewing a Provisional Write Off on the Receivables by Client
• Receivables by Lawyer Report - Overview
• Entries That Appear on the Receivables by Lawyer Report
• Reports That Reconcile to the Receivables by Lawyer Report
• Viewing a Provisional Write Off on the Receivables by Lawyer
• Payment Allocation Listing - Overview
• Payment Allocation Listing - Other Tab Report Options
• Entries That Appear on the Payment Allocation Listing
• Reports That Reconcile to the Payment Allocation Listing
• Finding Total Amount of Payments on Client Invoices
• Finding Who Gets Credit for Fee Income on a Payment
• Interest Calculation Report - Overview
• Entries That Appear on the Interest Calculation Report
• Finding the Interest Rate that You Apply to Invoices
• Finding the Total Interest Due for a Matter
• Finding the Total Interest for Invoices that You Bill in a Month
• Reports That Reconcile to the Interest Calculation Report

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Reports - Clients

• The Client Ledger - Overview
• Client Ledger Other Tab Report Options
• Entries That Appear on the Client Ledger
• Reports that Reconcile to the Client Ledger
• Finding Matter Totals and Matter Accounting Information
• Finding Client Totals and Client Accounting Information
• Viewing a Provisional Write Off on the Client Ledger
• Displaying the Client Address on the Client Ledger
• Client Accounting Ledger Overview
• Entries that Appear on the Client Accounting Ledger
• Reports That Reconcile to the Client Accounting Ledger
• Viewing a Provisional Write Off on the Client Accounting Ledger
• The Client Summary - Overview
• Client Summary - Other Tab Report Options
• Entries That Appear on the Client Summary
• Reports That Reconcile to the Client Summary
• Finding Matters with Unbilled Disbursements That Exceed a Certain Amount
• Finding Active Matters with Zero Balances and no Recent Activity
• Listing all Matter Totals in a Single Report
• Listing all Client Totals in a Single Report
• Listing all Matters with a Retainer Balance in a Single Report
• Overview of Client Fees Listing
• Client Fees Listing - Other Tab Report Options
• Entries that Appear on the Client Fees Listing
• Reports That Reconcile to the Client Fees Listing
• Listing Total Billed Fees for Working Lawyers as a Percentage of Firm Totals
• Finding Unbilled Fees with a Billable Task Code for a Matter
• Finding Unbilled Fees with a Billable Task Code for a Working Lawyer
• Finding Fees with a No Charge or Non-Billable Task Code
• Client Trust Listing Overview
• Client Trust Listing - Other Tab Report Options
• Entries that Appear on the Client Trust Listing
• Reports That Reconcile to the Client Trust Listing
• Identifying Matters That Do Not Have Recent Trust Fund Activity
• Client Trust Ledger - Overview
• Transactions that Appear on the Client Trust Ledger
• Client Trust Ledger - Other Tab Report Options
• Reports That Reconcile to the Client Trust Ledger
• Providing a History of all Trust Transactions for a Matter
• Finding All Cash Receipts with a Value of $10,000 or More
• Finding Transactions that Result in a Negative Trust Balance
• Firm Totals for Client Trust Ledger Displays Incorrect Bank Account Balances
• Work-In-Progress Report - Overview
• Entries that Appear on the Work-in-Progress Report
• Reports that Reconcile to the Work-in-Progress Report
• Finding Total Unbilled Fees and Disbursements for Responsible Lawyers
• Finding Total Unbilled Fees and Disbursements for Working Lawyers
• Finding Matters with Unbilled Fees That Exceed a Certain Amount
• Exclude Contingency Matters from the Work-In-Progress Report
• WIP Summary by Responsible Lawyer - Overview
• Work-in-Progress - Other Tab Report Options
• WIP Summary by Responsible Lawyer - Other Tab Report Options
• Entries That Appear on the WIP Summary by Responsible Lawyer
• Reports That Reconcile to the WIP Summary by Responsible Lawyer
• Closed Files Report - Overview
• Closed Files Report - Other Tab Report Options
• Entries That Appear on the Closed Files Report
• File Location Report Overview
• File Location Report - Other Tab Report Options
• Entries that Appear on the File Location Report
• The List of Clients - Overview
• List of Clients - Other Tab Report Options
• Entries That Appear on the List of Clients Report
• Reconciling the List of Clients Report
• Matter Status Report Overview
• Entries That Appear on the Matter Status Report
• Reports That Reconcile to the Matter Status Report
• Client and Matter Change Log Overview
• Entries That Appear on the Client and Matter Change Log
• Disbursement Analysis and Interest Report Overview
• Entries That Appear on the Disbursement Analysis and Interest Report
• Reports That Reconcile to the Disbursement Analysis and Interest Report
• Hard and Soft Cost Analysis Report Overview
• Entries That Appear on the Hard and Soft Cost Analysis Report
• Reports That Reconcile to the Hard and Soft Cost Analysis Report
• Disbursement History Report Overview
• Entries That Appear on the Disbursement History Report
• Reports That Reconcile to the Disbursement History Report
• Negative Expense Recovery Displayed on Hard and Soft Cost Analysis
• The Report Document Specified Is Not Valid
• Partner Alert Overview
• Entries That Appear on the Partner Alert
• Reports That Reconcile to the Partner Alert Report

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Reports - Customizing Reports

• Limiting the Report by Lawyer or Type of Law
• Limiting the Report by Matter Status
• Limiting the Report to Selected Matters or Clients
• Matters Tab Overview
• Layout Tab Overview
• Modifying the Report Layout
• Using the Template Drop-Down Option
• Sort By Options
• Report Output Options
• Reports that Export in Microsoft Excel 97 Format
• View Transaction Details on a Report
• Customizing PCLaw Reports
• Adding Data Fields to a Custom Report
• Adding Formula Fields to a Custom Report
• Changing Data Fields on a Custom Report
• Changing Report Field and Column Properties
• Changing the Report Font Does Not Change the Font on the Reports
• Creating, Changing, or Removing a Custom Report Layout
• Removing Data Fields on a Custom Report
• Running a Custom Report

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Reports - How Do I...

• Finding the Outstanding Balance for Single Invoice
• Finding the Total Amount Outstanding or Accounts Receivable Balance for a Matter
• Finding the Total Amount Outstanding or Accounts Receivable Balance for a Client
• Finding the Total Amount Outstanding or Accounts Receivable Balance for a Responsible Lawyer
• Finding the Total Amount Outstanding or Accounts Receivable Balance for the Firm
• Finding the Last Invoice Number
• Finding Who Gets Credit for Fee Income on a Payment
• Finding Total Amount of Payments on Client Invoices
• Finding the Total Fees for Each Fee Credit Lawyer on Invoices with Multiple Lawyers
• Finding Write Ups and Write Downs by G/L Account
• Finding Fee Write Offs By Fee Credit Lawyer
• Listing Total Billed Fees for Working Lawyers as a Percentage of Firm Totals
• Finding the Interest Rate that You Apply to Invoices
• Finding the Total Interest Due for a Matter
• Finding the Total Interest for Invoices that You Bill in a Month
• Finding Fees with a No Charge or Non-Billable Task Code
• Finding All Expense Recovery Entries for a Matter
• Reports That Show Mark Ups
• Finding Accounts Payable Discounts Available For Your Firm
• Finding Accounts Payable Due For Your Firm
• Finding Payments That You Enter through Accounts Payable
• Finding the Payment or Billing Status of Matter Allocations in Accounts Payable
• Finding all invoices entered through Accounts Payable
• Finding Total Accounts Payable Purchases for a Specific Period
• Finding Total Accounts Payable Payments for a Specific Period
• Finding Total Billed and Unbilled Amounts Allocated by Responsible Lawyer
• Finding All Activity For One Or More Vendors
• Finding Old Unbilled Fees or Disbursements
• Entries That Appear on the GST/HST Journal
• Viewing a Remittance Check (Cheque) on the GST/HST Journal
• Finding the GST/HST Amount to Remit
• Finding the Sales Tax Amount to Remit
• Listing all Matter Totals in a Single Report
• Finding Matter Totals and Matter Accounting Information
• Finding Client Totals and Client Accounting Information
• Listing all Client Totals in a Single Report
• Finding All Client Expenses that You Enter Through Accounts Payable for a G/L Account
• Summarizing all Expenses by Responsible Lawyer
• Finding Client Expenses with a Specific Explanation Code
• Finding Unbilled Fees with a Billable Task Code for a Matter
• Finding Unbilled Fees with a Billable Task Code for a Working Lawyer
• Finding Transactions that Result in a Negative Trust Balance
• Identifying Matters That Do Not Have Recent Trust Fund Activity
• Providing a History of all Trust Transactions for a Matter
• Finding All Cash Receipts with a Value of $10,000 or More
• Finding Total Unbilled Fees and Disbursements for Responsible Lawyers
• Finding Total Unbilled Fees and Disbursements for Working Lawyers
• Listing all Matters with a Retainer Balance in a Single Report
• Finding Matters with Unbilled Fees That Exceed a Certain Amount
• Finding Active Matters with Zero Balances and no Recent Activity
• Finding All Memos or Descriptions about Research Items
• Finding Matters with a General Retainer Balance
• List of Reports that Can be Output to Excel
• Summarizing the Total Billable Time for a Single Matter by Working Lawyer
• Finding Matters with Unbilled Time for Specific Working Lawyer
• Listing Actual Realized Fees Billed and Effective Billing Rate By Client
• Review Time for All Timekeepers before Mass Billing
• Comparing Billable and Non-billable Time for All Timekeepers
• Showing Total Billed and Unbilled Time Entered By Type Of Law
• Showing Total Billed and Unbilled Time Entered By Working Lawyer
• Showing Total Billed And Unbilled Time Entered By Task Code
• Producing a Hard Copy Report of Time Entered from Time Sheets
• Listing Time and Fee Entries by Working Lawyer
• Listing Held Charges by Working Lawyer
• Review Monthly Productivity by Task for Each Timekeeper
• Review Monthly Productivity for Workload Allocation
• Review Monthly Productivity For The Firm Over A 12 Month Period
• Summarizing Working Lawyer and Responsible Lawyer Unbilled Time and A/R Amounts
• Listing Matters with Unbilled Time and Uncollected Fees by Client
• Listing Unbilled Time and Uncollected Fees By A Working Lawyer
• View the Number of Matters Opened by Type of Law Over the Last 12 Months
• View the Number of Matters Opened by Lawyer Over the Last 12 Months
• View the Number of Matters Opened by Referral Type Over the Last 12 Months
• Listing Actual Realized Fees Billed and Effective Billing Rate by Matter
• Ranking Lawyers and Types of Law by Effective Rate and Realized Dollars
• Ensuring All Timekeepers Enter Their Time in PCLaw
• Listing Top 10 Clients by Total Amount Paid to the Firm
• Listing Top 10 Clients with the Highest Unbilled Fees
• Listing Top 10 Clients with the Most Trust Money on Deposit
• Listing Top 10 Clients that Owe the Most Money to the Firm
• Compare Budgeted vs. Actual Hours and Dollars
• Review Lawyer Budget Figures
• Reports that Reconcile to the General Bank Journal
• Reports that Reconcile to the Trust Bank Journal
• Reconciling the Trust Bank Matter-to-Matter Journal
• Reports that Reconcile to the Billing (Fees) Journal
• Reports That Reconcile to the Write Up/Down Journal
• The Period Totals and Running Balance on the GST/HST Journal Do Not Reconcile
• Reports That Reconcile to the Client Costs Journal
• Reconciling the General Bank Missing Checks (Cheques) Journal
• Reports that Reconcile to the Client Ledger
• Client Ledger Balances Do Not Match the Client Summary Balances
• Reports That Reconcile to the Client Accounting Ledger
• Reports That Reconcile to the Client Summary
• Reports That Reconcile to the Client Fees Listing
• Reports that Reconcile to the Work-in-Progress Report
• Reports That Reconcile to the WIP Summary by Responsible Lawyer
• Reports That Reconcile to the Allocation Listing
• Reconciling the Vendor Listing
• Reconciling the List of Clients Report
• Reports That Reconcile to the Matter Status Report
• Reports That Reconcile to the Disbursement Analysis and Interest Report
• Reports That Reconcile to the Hard and Soft Cost Analysis Report
• Reports That Reconcile to the Disbursement History Report
• Reports That Reconcile to the Partner Alert Report
• Reports That Reconcile to the Receivables by Client Report
• Reports That Reconcile to the Receivables by Lawyer Report
• Reports That Reconcile to the Interest Calculation Report
• Reconciling the Discount Listing
• Reports That Reconcile to the Payable Listing
• Reports That Reconcile to the Payment Listing
• Reports That Reconcile to the Purchases Journal
• Reports That Reconcile to the Vendor Ledger
• Reports That Reconcile to the Collection Summary
• Reports That Reconcile to the 1099 Listing
• Reports That Reconcile to the Fees Collected Summary
• Reports That Reconcile to the Client WIP, Billing, & Collection Summary
• Reports That Reconcile to the Lawyer WIP, Billing, & Collection Summary
• Reports That Reconcile to the Billing by Lawyer Report
• Reports That Reconcile to the Fee Allocation Summary Report
• Reports that Reconcile to the Fees Due by Lawyer Report
• Reports that Reconcile to the Firm Cash & Fee Summary
• Reports That Reconcile to the Billable Time Summary by Working Lawyer
• Reports That Reconcile to the Billing Realization Report
• Reports that Reconcile to the Comparative Time Analysis Report
• Reports that Reconcile to the Daily Time Summary Report
• Reports that Reconcile to the Time Listing Report
• Reports that Reconcile to the Time Summary Report
• Reports that Reconcile to the Time Utilization Analysis Report
• Reasons that the Unbilled Time & A/R Summary by Working Lawyer does not Reconcile
• Reports that Reconcile to the Matters Opened Summary
• Reports that Reconcile to the Productivity By Client Report
• Reports that Reconcile to the Lawyer Budgeting Report
• Reports That Reconcile to the Newfoundland and Labrador Transaction Levy Detail
• Reports That Reconcile to the Newfoundland and Labrador Transaction Levy Summary
• Reports That Reconcile to the Trust Administration Fee Detail
• Reports That Reconcile to the Trust Administration Fee Summary
• Reconciling the Trust Administration Fee Eligibility
• Reconciling the Transaction Levy Volume
• Reconciling the Appointment Listing
• Reconciling the Appointment Schedule
• Reconciling the Contact Listing
• Reconciling the Research Listing
• Reports That Reconcile to the Cash Flow Planner
• Reconciling the Credit Card Listing
• Reports That Reconcile to the G/L Reconciliation Report
• Cannot Reconcile the General Journal
• The Sales Tax Journal Does not Reconcile to the G/L Sales Tax Payable (2450) Account
• Reports That Reconcile to the Transaction Levy Detail
• Customizing PCLaw Reports
• Printing a Label

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Reports - Journals

• General Bank Journal Overview
• General Bank Journal - Other Tab Report Options
• General Bank Journal - Common Tab Report Options
• Transactions That Appear on the General Bank Journal
• Reports that Reconcile to the General Bank Journal
• Showing Corrected Entries on the General Bank Journal
• The General Bank Journal Balance is Wrong but the G/L Balance is Correct
• The Trust Bank Journal Overview
• Trust Bank Journal - Common Tab Report Options
• Trust Bank Journal - Other Tab Report Options
• Transactions That Appear on the Trust Bank Journal
• Reports that Reconcile to the Trust Bank Journal
• Finding the Trust Bank Journal Opening Balance
• Showing Corrected Entries on the Trust Bank Journal
• Trust Bank Matter-to-Matter Transfer Journal Overview
• Transactions That Appear on the Trust Bank Matter-to-Matter Transfer Journal
• Reconciling the Trust Bank Matter-to-Matter Journal
• Billing (Fees) Journal Overview
• Other Tab Report Options on the Billing (Fees) Journal
• Finding the Outstanding Balance for Single Invoice
• Finding the Total Amount Outstanding or Accounts Receivable Balance for a Matter
• Finding the Total Amount Outstanding or Accounts Receivable Balance for a Client
• Finding the Total Amount Outstanding or Accounts Receivable Balance for a Responsible Lawyer
• Finding the Total Amount Outstanding or Accounts Receivable Balance for the Firm
• Entries That Appear on the Billing (Fees) Journal
• Reports that Reconcile to the Billing (Fees) Journal
• The Invoice Journal - Overview
• Invoice Journal - Other Tab Report Options
• Entries that Appear on the Invoice Journal
• Finding the Last Invoice Number
• Finding the Total Fees for Each Fee Credit Lawyer on Invoices with Multiple Lawyers
• Reports That Reconcile to the Invoice Journal
• Write Up/Down Journal - Overview
• Using Include Provision for Write Offs
• Entries that Appear on the Write Up/Down Journal
• Reports That Reconcile to the Write Up/Down Journal
• Finding Write Ups and Write Downs by G/L Account
• Finding Fee Write Offs By Fee Credit Lawyer
• Viewing a Provisional Write Off on the Write Up/Down Journal
• The Sales Tax Journal Overview
• Entries That Appear on the Sales Tax Journal
• Finding the Sales Tax Amount to Remit
• The Sales Tax Journal Does not Reconcile to the G/L Sales Tax Payable (2450) Account
• Client Costs Journal Overview
• Client Costs Journal Other Tab Report Options
• Entries That Appear on the Client Costs Journal
• Reports That Reconcile to the Client Costs Journal
• Finding All Client Expenses that You Enter Through Accounts Payable for a G/L Account
• Finding All Expense Recovery Entries for a Matter
• Summarizing all Expenses by Responsible Lawyer
• Finding Client Expenses with a Specific Explanation Code
• General Journal - Overview
• Entries That Appear on the General Journal
• General Bank Missing Checks (Cheques) Journal Overview
• General Bank Missing Checks (Cheques) Journal Options
• General Bank Missing Checks (Cheques) Journal Entries
• Reconciling the General Bank Missing Checks (Cheques) Journal
• The Trust Bank Missing Checks (Cheques) Journal Overview
• Trust Bank Missing Checks (Cheques) Journal Options
• Trust Bank Missing Checks (Cheques) Journal Entries

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Reports - Other Reports

• Transaction Levy Detail
• Reports That Reconcile to the Transaction Levy Detail
• Newfoundland and Labrador Transaction Levy Detail
• Reports That Reconcile to the Newfoundland and Labrador Transaction Levy Detail
• Transaction Levy Summary
• Newfoundland and Labrador Transaction Levy Summary
• Reports That Reconcile to the Newfoundland and Labrador Transaction Levy Summary
• Trust Administration Fee Detail
• Reports That Reconcile to the Trust Administration Fee Detail
• Trust Administration Fee Summary
• Reports That Reconcile to the Trust Administration Fee Summary
• Trust Administration Fee Eligibility
• Reconciling the Trust Administration Fee Eligibility
• Finding Matters that Are Eligible for a Trust Administration Fee
• Transaction Levy Volume (Volume Surcharge Summary)
• Reconciling the Transaction Levy Volume
• Appointment Listing Overview
• Reconciling the Appointment Listing
• Appointment Schedule Overview
• Reconciling the Appointment Schedule
• Contact Listing Overview
• Contact Listing - Other Tab Report Options
• Reconciling the Contact Listing
• Creating a Mailing List of Contacts
• Creating a List of Contact Types
• Document Listing - Overview
• Document Listing - Other Tab Report Options
• Finding All Documents Created or Modified by a Specific User
• Finding All Documents Created in a Day
• Finding All Documents Containing Specific Text
• Finding All Documents, Emails, and Precedents by Matter
• Research Listing Overview
• Reconciling the Research Listing
• Finding All Research that You Complete for a Matter
• Finding All Research by a Specific User
• Finding All Memos or Descriptions about Research Items
• Cash Flow Planner Overview
• Entries That Appear on the Cash Flow Planner
• Reports That Reconcile to the Cash Flow Planner
• Credit Card Listing Overview
• Reconciling the Credit Card Listing
• Report Groups Overview
• Adding a Report Group
• Modifying a Report Group
• Copying a Report Group
• Removing a Report Group

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Reports - Productivity

• Collection Summary Overview
• Entries That Appear on the Collection Summary
• Reports That Reconcile to the Collection Summary
• Fees Collected Summary Overview
• Entries That Appear on the Fees Collected Summary
• Reports That Reconcile to the Fees Collected Summary
• Client WIP, Billing, & Collection Summary Overview
• Client WIP, Billing, & Collection Summary - Other Tab Report Options
• Entries That Appear on the Client WIP, Billing, & Collection Summary
• Reports That Reconcile to the Client WIP, Billing, & Collection Summary
• Lawyer WIP, Billing, & Collection Summary Overview
• Entries That Appear on the Lawyer WIP, Billing, & Collection Summary
• Reports That Reconcile to the Lawyer WIP, Billing, & Collection Summary
• Billing by Lawyer Report Overview
• Entries That Appear on the Billing by Lawyer Report
• Reports That Reconcile to the Billing by Lawyer Report
• Fee Adjustments Report Overview
• Defining Fee Adjustments and Entries That Appear on the Fee Adjustments Report
• Fee Allocation Summary Overview
• Entries That Appear on the Fee Allocation Summary
• Reports That Reconcile to the Fee Allocation Summary Report
• Fees Due by Lawyer Report Overview
• Entries That Appear on the Fees Due by Lawyer Report
• Reports that Reconcile to the Fees Due by Lawyer Report
• Firm Cash & Fee Summary Overview
• Entries That Appear on the Firm Cash & Fee Summary
• Reports that Reconcile to the Firm Cash & Fee Summary
• Billable Time Summary by Working Lawyer Overview
• Entries That Appear on the Billable Time Summary by Working Lawyer
• Reports That Reconcile to the Billable Time Summary by Working Lawyer
• Billable Time Summary by Working Lawyer - Other Tab Report Options
• Summarizing the Total Billable Time for a Single Matter by Working Lawyer
• Summarizing Total Unbilled Time for the Month and Year
• Finding Matters with Unbilled Time for Specific Working Lawyer
• Billing Realization Report - Overview
• Listing Actual Realized Fees Billed and Effective Billing Rate by Matter
• Listing Actual Realized Fees Billed and Effective Billing Rate by Matter
• Ranking Lawyers and Types of Law by Effective Rate and Realized Dollars
• Reports That Reconcile to the Billing Realization Report
• Listing Actual Realized Fees Billed and Effective Billing Rate By Client
• Comparative Time Analysis Report - Overview
• Comparative Time Analysis - Other Tab Report Options
• Reports that Reconcile to the Comparative Time Analysis Report
• Daily Time Summary - Overview
• Reports that Reconcile to the Daily Time Summary Report
• Ensuring All Timekeepers Enter Their Time in PCLaw
• Review Time for All Timekeepers before Mass Billing
• Comparing Billable and Non-billable Time for All Timekeepers
• Time Listing - Overview
• Time Listing - Other Tab Report Options
• Reports that Reconcile to the Time Listing Report
• Producing a Hard Copy Report of Time Entered from Time Sheets
• Listing Time and Fee Entries by Working Lawyer
• Listing Held Charges by Working Lawyer
• Time Summary - Overview
• Time Summary - Other Tab Report Options
• Reports that Reconcile to the Time Summary Report
• Showing Total Billed and Unbilled Time Entered By Type Of Law
• Showing Total Billed and Unbilled Time Entered By Working Lawyer
• Showing Total Billed And Unbilled Time Entered By Task Code
• Time Utilization Analysis - Overview
• Reports that Reconcile to the Time Utilization Analysis Report
• Review Monthly Productivity by Task for Each Timekeeper
• Review Monthly Productivity for Workload Allocation
• Review Monthly Productivity For The Firm Over A 12 Month Period
• Unbilled Time & A/R Summary by Working Lawyer Overview
• Summarizing Working Lawyer and Responsible Lawyer Unbilled Time and A/R Amounts
• Listing Matters with Unbilled Time and Uncollected Fees by Client
• Listing Unbilled Time and Uncollected Fees By A Working Lawyer
• Reasons that the Unbilled Time & A/R Summary by Working Lawyer does not Reconcile
• Matters Opened Summary - Overview
• Entries that appear on the Matters Opened Summary
• Reports that Reconcile to the Matters Opened Summary
• View the Number of Matters Opened by Type of Law Over the Last 12 Months
• View the Number of Matters Opened by Lawyer Over the Last 12 Months
• View the Number of Matters Opened by Referral Type Over the Last 12 Months
• Productivity By Client Report - Overview
• Entries that Appear on the Productivity by Client Report
• Reports that Reconcile to the Productivity By Client Report
• Listing Top 10 Clients by Total Amount Paid to the Firm
• Listing Top 10 Clients with the Highest Unbilled Fees
• Listing Top 10 Clients with the Most Trust Money on Deposit
• Listing Top 10 Clients that Owe the Most Money to the Firm
• Lawyer Budgeting Report Overview
• Entries That Appear on the Lawyer Budgeting Report
• Reports that Reconcile to the Lawyer Budgeting Report
• Compare Budgeted vs. Actual Hours and Dollars
• Review Lawyer Budget Figures

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Reports - Reconcile

• Reports that Reconcile to the General Bank Journal
• Reports that Reconcile to the Trust Bank Journal
• Reconciling the Trust Bank Matter-to-Matter Journal
• Reports that Reconcile to the Billing (Fees) Journal
• Reports That Reconcile to the Write Up/Down Journal
• Reports That Reconcile to the Client Costs Journal
• Reconciling the General Bank Missing Checks (Cheques) Journal
• Reports that Reconcile to the Client Ledger
• Client Ledger Balances Do Not Match the Client Summary Balances
• Reports That Reconcile to the Client Accounting Ledger
• Reports That Reconcile to the Client Summary
• Reports That Reconcile to the Client Fees Listing
• Reports That Reconcile to the Client Trust Listing
• Reports That Reconcile to the Client Trust Ledger
• Reports that Reconcile to the Work-in-Progress Report
• Reports That Reconcile to the WIP Summary by Responsible Lawyer
• Reports That Reconcile to the Allocation Listing
• Reconciling the Vendor Listing
• Reconciling the List of Clients Report
• Reports That Reconcile to the Matter Status Report
• Reports That Reconcile to the Disbursement Analysis and Interest Report
• Reports That Reconcile to the Hard and Soft Cost Analysis Report
• Reports That Reconcile to the Disbursement History Report
• Reports That Reconcile to the Partner Alert Report
• Reports That Reconcile to the Receivables by Client Report
• Reports That Reconcile to the Receivables by Lawyer Report
• Reports That Reconcile to the Interest Calculation Report
• Reconciling the Discount Listing
• Reports That Reconcile to the Payable Listing
• Reports That Reconcile to the Payment Listing
• Reports That Reconcile to the Purchases Journal
• Reports That Reconcile to the Vendor Ledger
• Reports That Reconcile to the Collection Summary
• Reports That Reconcile to the Fees Collected Summary
• Reports That Reconcile to the Client WIP, Billing, & Collection Summary
• Reports That Reconcile to the Lawyer WIP, Billing, & Collection Summary
• Reports That Reconcile to the Billing by Lawyer Report
• Reports That Reconcile to the Fee Allocation Summary Report
• Reports that Reconcile to the Fees Due by Lawyer Report
• Reports that Reconcile to the Firm Cash & Fee Summary
• Reports That Reconcile to the Billable Time Summary by Working Lawyer
• Reports That Reconcile to the Billing Realization Report
• Reports that Reconcile to the Comparative Time Analysis Report
• Reports that Reconcile to the Daily Time Summary Report
• Reports that Reconcile to the Time Listing Report
• Reports that Reconcile to the Time Summary Report
• Reports that Reconcile to the Time Utilization Analysis Report
• Reasons that the Unbilled Time & A/R Summary by Working Lawyer does not Reconcile
• Reports that Reconcile to the Matters Opened Summary
• Reports that Reconcile to the Productivity By Client Report
• Reports that Reconcile to the Lawyer Budgeting Report
• Reconciling the Appointment Listing
• Reconciling the Appointment Schedule
• Reconciling the Contact Listing
• Reconciling the Research Listing
• Reports That Reconcile to the Cash Flow Planner
• Reconciling the Credit Card Listing
• Reports That Reconcile to the G/L Reconciliation Report
• Cannot Reconcile the General Journal
• The Sales Tax Journal Does not Reconcile to the G/L Sales Tax Payable (2450) Account

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Safe Custody Manager

• Creating a Record in Safe Custody Manager
• Creating a Record Stage Group in Safe Custody Manager
• Creating Record Stages in Safe Custody Manager
• Creating a Record Status in Safe Custody Manager
• Creating the Custody Listing Report in Safe Custody Manager

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Settings and Security - How Do I...

• User and Group Security - Overview
• Setting Group Security Rights for the Register

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System Administration

• System Administration

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System Requirements

• PCLaw System Requirements PCLaw 12

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System Settings

• No Trust Entries Before Option--Australian Firms
• Automatically Allocate Payments to the Appropriate G/L Accounts
• Specifying the Order in which Payments are Applied to Taxes, Disbursements, and Fees
• Preventing Trust Transactions from Resulting in a Negative Trust Balance for a Matter
• Enable Auto Track Time Reduction to Record the Hours Reduced
• Enabling Mark Ups for New and Existing Matters
• Enabling Mark Ups for New Matters Only
• Disabling Mark Ups for the Firm
• Billing Tab in the System Settings
• Enabling the Allow Trust-to-General Transfer of Fee WIP Feature
• Printing Trust Checks (Cheques) and General Receipts
• Proceeds of Crime Act Overview
• Enabling the Deposit Slips Feature
• Setting a Default Trust Bank Account
• Displaying an Originating Bank box on General and Trust Receipt Windows
• Enabling the Ask for Originating Bank Feature
• Saving Checks (Cheques) to Print in a Batch
• Changing the Body of a Quick Check (Cheque) Layout
• HST change for Ontario and British Columbia
• Enabling GST/HST for Your Firm
• Changing the Default GST/HST Rate for New Matters Only
• Changing the GST/HST Rate for All Matters
• Changing the GST/HST Rate for Multiple Matters
• Changing the Default GST/HST Category for Multiple Matters
• Changing the Sales Tax Rate for All Matters
• Changing the Default Sales Tax Rate for New Matters Only
• Enabling Sales Tax (PST) for the Firm
• Enabling the Post Input Tax Credit to G/L Feature
• Charging Sales Tax After Adding GST/HST
• Charging Sales Tax Before Adding GST/HST
• GST/HST Categories (Codes) Overview
• GST/HST Input Tax Credit (ITC) Categories and Codes
• GST/HST Billing Categories and Codes
• Configuring Harmonized Sales Tax (HST)
• Entering a Special Fee in Alberta
• Enabling the TAF Feature in System Settings
• Enabling Interest for the Firm
• Changing a Past Due Phrase
• Removing a Past Due Phrase
• Copying a Past Due Phrase
• Enabling the Use G/L Accounting Feature
• Tracking Soft Costs in G/L
• Enabling the Separate Hard and Soft Client Costs Feature
• Enabling the Show Vendors in Paid To Pop Up Help Feature
• Configuring Amount Quoted Against
• Showing the Tax Settings Fields for a New Matter
• Preventing a User from Changing the Default Check (Cheque) Number
• A Billing Template Is Not Selected for Matter Bill Settings
• Entering Firm Information in the System Settings

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Technical Support - How Do I...

• Running Live Update
• Ordering PCLaw Checks (Cheques) and Forms
• Optimizing Your Network for the PCLaw Software - Overview

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Troubleshooting

• Troubleshooting