Settings and Security - How Do I...
[TOP]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
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 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 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
- Client Ledger Fails to Reconcile with the Client Summary and Billing Fees Journal
- 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
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
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
Technical Support - How Do I...
- Running Live Update
- Ordering PCLaw Checks (Cheques) and Forms
- Optimizing Your Network for the PCLaw Software - Overview
Accounts Payable
- Working with Accounts Payables - Overview
- Entering a New Payable
- Adding an Existing Expense Recovery Entry to a New Payable
- Creating a Recurring Accounts Payable Entry
- Recalling a Recurring Accounts Payable Entry to Create a New Payable
- Adding a New Vendor
- Changing a Vendor
- Changing an Outstanding Payable
- Removing an Outstanding Payable
- Processing and Paying an Outstanding Payable
- Paying an Accounts Payable When You Enter a New Payable
- Paying Outstanding Accounts Payables with the Process Payable Feature
- Processing Outstanding Accounts Payables for Multiple Vendors
- Paying an Outstanding Payable with the General Check (Cheque) Feature
- Changing a Payment on a Paid Payable
- Removing a Payment on a Paid Payable
- 1099 Forms
- Explanation on an Accounts Payable Entry Defaults to the Explanation of the First Allocation on the Payable
- Modifying Mark Ups When You Create a New Payable
- Enabling the Show Vendors in Paid To Pop Up Help Feature
- Reversing a Payable in a Closed Period
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
- In the Matter Manager User is Allowed Access To
- Security Attribute Rights to Tabs on the Matter Manager
- Enabling the Allow User to Change Matter Security from Matter Manager
- Users in PCLaw Security
- Security Listing Overview
- Reconciling the Security Listing
- Finding All Active Users
- Finding Security Rights for a Single User
Bank Reconciliations
- 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
- Balances That Appear on the Bank Reconciliation - Prior Items 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
- 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
- Removing 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
- Resetting the Bank Reconciliations for a Bank Account
- 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
- 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.
- An Item on the Bank Reconciliation Window Randomly Appears and Disappears
- 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
- Bank Reconciliation Report Is Reprinted for All Dates
Banking
- Bank Accounts - Overview
- Adding Bank Accounts
- Modifying a Bank Account
- Deactivating a Bank Account
- Reactivating a Bank Account
- Removing a Bank Account
- Assigning Users to Specific Bank Accounts
- Changing the Body of a Quick Check (Cheque) Layout
- Bank Balances
- Selecting Receipts for Deposit Slips
- Deposit Slips - Overview
- Enabling the Deposit Slips Feature
- Creating Deposit Slips
- Changing Deposit Slips
- Reprinting Deposit Slips
- Deposit Slip Templates
- Features That Record Deposit Slip Information
- Bank-to-Bank Transfer for Trust Bank Accounts
- Creating Recurring Entries
- Processing Recurring Entries
- Voiding Checks (Cheques) and Receipts
- General Check (Cheque)
- Receipt Image on the Receive Payment Window
- Invoices Tab on the Receive Payment Window
- Applying Payment to Accrued Interest
- G/L Allocations Tab on the Receive Payment Window
- Remitting GST/HST
- Entering a GST/HST Refund
- Remitting Sales Tax (PST)
- Changing the GST/HST Code on a GST/HST Remittance Check (Cheque)
- Changing the Remittance Period on a Remittance Check (Cheque)
- General Retainer
- Firm Receipt
- Entering a PST Refund
- Remitting Transaction Levies for Firms in Ontario
- Remitting Transaction Levies for Firms in Newfoundland and Labrador
- Request General Check (Cheque)
- Release General Check (Cheque)
- Bank to Bank Transfer for General Bank Accounts
- Automatically Allocate Payments to the Appropriate G/L Accounts
- Receive Payment on Invoices
- Receiving a Payment for a Single Matter or Client
- Receiving a Payment for Multiple Matters
- Payment Methods for Receiving Payment
- Additional Receipt Information Window
- Specifying the Order in which Payments are Applied to Taxes, Disbursements, and Fees
- Receiving Payment in Foreign Currency
- Refunding Discounts for Paid Invoices
- Paying an Outstanding Payable with the General Check (Cheque) Feature
- Processing a General Retainer Refund
- Applying a General Retainer to the A/R (Accounts Receivable) Balance of a Bill
- Trust Check (Cheque)
- Trust Receipt
- Trust to General Transfer
- Requesting a Trust Check (Cheque)
- Matter to Matter Transfer
- Entering Trust Receipts with a Payment Method and Originating Bank
- Displaying an Originating Bank box on General and Trust Receipt Windows
- Preventing Trust Transactions from Resulting in a Negative Trust Balance for a Matter
- Setting a Default Trust Bank Account
- Maintaining Detailed Records of Trust Transactions
- Managing GICs for Trust Funds
- Payment Processing, Inc. (PPI) Contact Numbers
- Enabling the PCLaw Credit Card Payments Feature
- Configuring User Credit Card Security
- Configuring a Merchant Account
- Installing the LexisNexis Credit Card Processing Application
- Username and Password Requirements for the LexisNexis Credit Card Processing Application
- PPI/Credit Card Processing Application Password Bypass Request Form
- Reversing a Credit Card Payment
- General Bank Journal Balance Does not Match the Bank Balance in the Bank Balances Window
- Trust Bank Journal Balance Does not Match the Bank Balance in the Bank Balances Window
- Entry Will Result in an Overpayment
- The Credit Card Server Did Not Respond With APPROVED or DECLINED; Assuming APPROVED
- Cannot Void Bank to Bank Transfer in the Register
- Original Credit Card Transaction Could Not Be Located For This Receipt
- This Receipt Number is Lower than the Current Next Receipt Number. Would You Like to Reset the Next Number
- The Bottom Section of the Deposit Slip is Repeated
- An Order ID Could Not Be Generated
- Security Code or Address Information Failed Validation
- Could Not Fully Process the Transaction
- Credit Card Transaction Does not Post
- Credit Card Entries are Ignored on Deposit Slips
- PCLaw Can Not Detect Credit Card Application
- Deposit Slips List Displays Zero Amounts for Reprinted Deposit Slips
- This Bank Account Has Already Been Reconciled for this Period. Making This Entry May Affect the Reconciliation
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
- 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
- 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
- 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
- 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
- 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
- Creating a Subsidiary Matter for Split Matters (Split Bills)
- Matter Manager Split Lawyer Charges
- 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
- Advanced Option Tabs are Duplicated on the Bill Selections Window
- Receiving a Payment in Quick Bill does not Apply the Correct Receipt Number
- Enabling the PCLaw Electronic Billing Feature
- Creating Electronic Billing Invoices
- Running a Custom Export
- Creating Custom Task Codes for Electronic Billing
- Creating Custom Explanation Codes for Electronic Billing
- Provisional Write Off Overview
- Creating a Provisional Write Off
- Reversing a Provisional Write Off
- Write Off Unbilled Charges at Billing
- 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
Calendar
- Creating a Recurring Event
- Using the Date Calculator
- Linked Dates Templates - Overview
- Creating a Linked Dates Template
- Adding a Linked Item to a Linked Dates Template
- Editing a Linked Item on a Linked Dates Template
- Removing a Linked Item on a Linked Dates Template
- Removing a Linked Dates Template
- Linked Dates Example
- Removing Old Entries Using the Purge Calendar Entries Window
- Adding a New Appointment in the Calendar
- Creating Linked Dates Templates
- Creating a Continuance
- Viewing the History of a Continuance
- The MTD Box on the Time Tab of the Calendar Is Blank for the Month of February
- Appointments Can Be Deleted By Users with Only View Access for the Calendar
- A Time Entry from the Calendar Posts Multiple Times
- To Do Entries Always Appear
- New Appointment is Not Created When You Use Linked Date
- Appointments Dated February 29 of a Leap Year Do Not Appear on the Calendar
Clients and Matters
- Creating New Matters
- Listing Potential Conflicts
- Using the Matter Manager to Create a New Matter
- Adding Referral Sources
- Adding Client Address Information for a New Matter
- Enabling the Automatic Transfer from Trust for All New Matters
- Showing the Tax Settings Fields for a New Matter
- Setting the Default GST/HST Category for New Matters
- Changing the GST/HST Category When You Create a New Matter
- Changing the GST/HST Rate When You Create a New Matter
- Changing the Sales Tax Rate When You Create a New Matter
- Creating New Entries Using the Matter Manager
- Using the Matter Manager to Create a New Appointment
- Using the Matter Manager to Create a New To Do
- Using the Matter Manager to Create a New Note
- Enabling the Automatic Transfer from Trust for Multiple Existing Matters
- Enabling the Automatic Transfer from Trust for an Existing Single Matter
- Enabling the Apply Trust Transfer to Existing Invoices Feature
- Overriding the Global Billing Settings on Individual Matters
- Matter Manager Disbursements Options
- Automatically Create Disbursements at Billing - Overview
- Matter Bill Settings Profiles - Overview
- Creating a New Matter Bill Setting Profile
- Changing a Matter Bill Settings Profile
- Setting the Default Billing Template for a Single Matter
- Applying a Matter Bill Settings Profile to a Single Matter
- Setting the Default Billing Template in a Bill Settings Profile to Use for Multiple Matters
- Overriding a Matter Bill Settings Profile for a Single Matter
- Overriding a Matter Bill Settings Profile for Multiple Matters
- Matter Bill Settings - Past Due/Interest Options
- Matter Bill Settings - Disbursements Options
- Removing a Matter Bill Setting Profile
- Quoted Types - Overview
- Matter Manager Quoted Type Options
- Use Quoted Types to Bill In Advance
- Use Quoted Types to Add a Contingency Amount
- Use Quoted Types to Add an Estimate Amount
- Use Quoted Types to Add a Fixed Fee
- Use Quoted Types to Add a Monthly Fee
- Use Quoted Types to Add a Minimum Monthly Fee
- Use Quoted Types to Add a Maximum Monthly Fee
- Use Quoted Types to Add a Target WIP
- Use Quoted Types for Multiple Matters
- Use Quoted Types to Add a Fee
- Split Matters (Split Bills) Overview
- Matter Manager Split Matters
- Creating a Subsidiary Matter for Split Matters (Split Bills)
- Matter Manager Split Lawyer Charges
- Creating Bills for Split Matters (Split Bills)
- Entries Included in Split Matters (Split Bills)
- Split Bill
- Creating a New Custom Layout
- Matter Manager - Main Tab
- Editing Client and Billing Addresses in the Matter Manager
- Matter Manager - Billing Tab
- Changing the Default GST/HST Category for a Single Matter
- Changing the GST/HST Rate for a Single Matter
- Changing the Sales Tax Rate for a Single Matter
- Matter Manager Tax Options
- Matter Manager Past Due Interest Options
- Matter Manager - Ledger Tab
- Using the Ledger Tab to Change an Entry
- Using the Ledger Tab to Remove an Entry
- Matter Manager - Electronic Billing Tab
- Matter Manager - Settings Tab
- Modifying Mark Ups for a Matter
- Creating and Removing New Matter Defaults
- Setting User Security Rights to Individual Matters in the Matter Manager
- Matter Manager - Summary Tab
- Summary Button Sources in the Matter Manager
- Memo Tabs in the Summary Tab of Matter Manager
- Matter Manager - Time Tab
- Using the Time Tab to Create a New Time Entry
- Using the Time Tab to Change a Time Entry
- Using the Time Tab to Change a Fee Entry
- Using the Time Tab to Remove an Entry
- Matter Manager - E-mail Tab
- Creating Collection Memos
- Matter Manager - Notes Tab
- Using the Notes Tab to Create a New Note
- Using the Notes Tab to Change a Note
- Using the Notes Tab to Remove a Note
- Matter Manager - Calls Tab
- Using the Calls Tab to Change a Phone Call
- Matter Manager - Time Tab
- Matter Manager - Events Tab
- Using the Events Tab to Convert a To Do into a Time Entry
- Using the Events Tab to Convert an Appointment into a Time Entry
- Using the Events Tab to Change an Appointment
- Using the Events Tab to Change a To Do
- Using the Calls Tab to Record a New Phone Call
- Matter Manager - Contacts Tab
- Using the Calls Tab to Remove a Phone Call
- Matter Manager - All Tab
- Using the All Tab to Change a Time Entry
- Using the All Tab to Change an Appointment
- Using the All Tab to Change a To Do
- Using the All Tab to Change a Time Entry
- Using the All Tab to Change a Fee Entry
- Using the All Tab to Change a Phone Call
- Using the All Tab to Change a Phone Call
- Using the All Tab to Change a Phone Message
- Using the All Tab to Change a Note
- Using the All Tab to Remove an Entry
- Matter Manager - Docs Tab
- Matter Manager - Research Tab
- Matter Manager - Related Tab
- Matter Manager - Matter Opening Balances Tab
- Matter Manager - Add Tabs
- Matter Manager - Custom Tabs
- Automatically Adding Custom Tabs to New Matters
- Matter Manager Security
- 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
- Editing Matter Security for a Matter
- Matter Manager Rate Exceptions
- Closed Matters - Overview
- Using the Closed Matter Register
- Conditions for Closing Matters
- Closing a Single Matter
- Closing Multiple Matters
- No Matters Listed When You Mass Archive Matters
- Finding Contacts Associated with Matters
- Resetting Matter Balances
- This Field Already Exists
- Error: This Field Contains Invalid Information
- The Opening Balances Tab is Missing in the Matter Manager
- The Matter Manager Notes Tab Does Not List New Notes
- Some Tabs in the Register and Matter Manager Are Not Available
- Custom Tab Yes/No Fields Display 1 or 0 on Printouts
- Zip Code Box is Left Blank When You Change the Matter Billing Address
- The QDocs Button is not on the Matter Manager Toolbar
- The Copy Address Button Copies the City Twice
- The Browse Button in the Manager Modules Does Not Save the Output File to the Selected Location
- PCLaw Closes When You Try to Use Keyboard Arrows in Matter Manager
Common Tasks
[TOP]Configuration
- Hiding the PCLaw Toolbar
- Restoring the Default PCLaw Toolbar
- Customizing the PCLaw Toolbar
- Customizing Quick Step
Customizing PCLaw Reports
- Matters Tab Overview
- Limiting the Report to Selected Matters or Clients
- Limiting the Report by Matter Status
- Limiting the Report by Lawyer or Type of Law
- Layout Tab Overview
- Modifying the Report Layout
- Using the Template Drop-Down Option
- Changing Report Field and Column Properties
- View Transaction Details on a Report
- Sort By Options
- Report Output Options
Earlier Versions
[TOP]Error Messages
[TOP]Find Certified Professionals
[TOP]Front Office Management
- Contact Manager - Overview
- Contact Manager Toolbar
- Phone Call Manager - Overview
- Creating New Entries Using the Phone Call Manager
- Creating a New Phone Call
- Modifying Existing Entries Using the Phone Call Manager
- Customizing the Phone Call Manager for each Workstation
- Using the Phone Call Manager to Record a New Phone Call
- Using the Phone Call Manager to Create a New To Do
- Using the Phone Call Manager to Create a New Appointment
- Creating a New Phone Message
- Using the Phone Call Manager to Record a New Phone Message
- Using the Phone Call Manager to Change a Phone Message
- Using the Phone Call Manager to Change a Phone Call
- Using the Phone Call Manager to Convert a Phone Call into a Time Entry
- Using the Phone Call Manager to Create a New Note
- Removing an Entry Using the Phone Call Manager
- Change Phone Call Options
- Editing Time Sheet Entries from Change Phone Call Options
- Using the Change Phone Message Window to Create a New Appointment
- Setting Group Security Rights to the Phone Call Manager
- Listing Uncompleted Phone Calls Using the Phone Call Manager
- Mass Deleting Old Phone Call Records
- Creating a New Note
- Sending a Note Message
- Using the Change Phone Message Window to Create a New Note
- Changing an Existing Phone Record or Message
- Change Phone Message Options
- Using the Change Phone Message Window to Create a New To Do
- Document Manager - Overview
- Finding All Documents Created in a Day
- Enabling Save Precedents According to File Type
- Creating a New Document For a Matter Using a Precedent
- The QDocs Button is not on the Matter Manager Toolbar
- PCLaw Fields are not Updating in Your Word Document
- Disabling Document Manager
- Access Denied: This User Requires Full Access To [Directory Path] \ PCLawDocs
- Save to Matter Option on the PCLaw Toolbar Opens the Wrong Window
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
General Ledger 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 Accrual Method of Accounting
- The Cash Method of Accounting
- The Modified Cash Method of Accounting
- Calculating the General Ledger Balances
- 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 Modified Cash Accounting
- Closing the Month in 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
- PCLaw End of Year - Checklist
- Closing the Year
- 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 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
- Entries that Post to the G/L when You Process a Payable in Cash Accounting
HST Frequently Asked Questions (FAQs)
- How Do I Change the Name of My GST Payable G/L Account to HST Payable?
- Why Do the Data Entry Windows Show GST Instead of HST?
- What Should I Do if the 90% Rule Requires that I Charge GST on Matters After July 1?
- Do I Need to Bill All of My Matters Prior to July 1?
- Do I Need the Latest Version of PCLaw to Change from GST to HST?
- How Does the HST Change Affect My ICBC Matters?
- How Does the HST Change Affect GST Exempt Matters?
- How Does the HST Change Affect PST Exempt Matters?
- Should I Click Yes to Update Existing Matters After I Change the Rate in System Settings?
- Does Both GST and HST Appear on Bills that Contain Items Entered Both Before and After July 1?
- Does the Software Charge HST or GST if I Bill After July 1?
- Do I Need to Change HST on Transaction Levies?
Installation Overview
- Apple Macintosh Support Information
- Downloading and Installing the PCLaw software as a Single User Database
- Downloading and Installing the PCLaw Software as a Multiple User Database
- Downloading and Installing PCLaw Pro for Microsoft SQL
- Preparing a New Set of Books
- Installing the PCLaw Software to Additional Workstations
- Reinstalling the PCLaw Software on One Workstation
- Contents of the PCLaw.cfg File
- Moving the PCLaw Database to a New Server
- Transferring Data to Another Location
- Connecting to Multiple Sets of Books
- Upgrading the PCLaw Software
- Security Must be Configured for a New Set of Books
- Installing the LexisNexis Credit Card Processing Application
- Customizing the PCLaw Toolbar
- Customizing Quick Step
- Hiding the PCLaw Toolbar
- Restoring the Default PCLaw Toolbar
- Adjusting the Size of the PCLaw Toolbar Icons
- Menu Item Not Found
- Installation Failed With Error 5
- NETSETUP 32 Cannot Be Opened
- PLHWND32 Caused an Invalid Page Fault in PLDB32.dll
- Insufficient Disk Space [Drive]\[Directory Path]\PLCHE32.DLL
- The Software you are installing for this hardware has not passed Windows Logo testing to verify its compatibility with Windows XP
- Important Note for PCLaw Versions 8.10a, 8.10b, 9.31a or 9.31b Customers
- Insufficient Disk Space [Network Drive]\[Directory Path]\Common
- Installing or Updating PCLaw Causes the Workstation to Reboot During the Installation or Update
- Printers has not passed the Windows Logo Testing and installing the software may impair or destabilize their workstation
Linking PCLaw to Other Programs
- Enabling the PCLaw Integration with Microsoft Outlook
- Resetting the PCLaw Integration with Microsoft Outlook
- Enabling the PCLaw Link for Amicus Attorney
- Amicus X Compatibility with PCLaw
- Lawyers and Rates do not Transfer from Amicus to PCLaw
- Testing the Amicus and PCLaw Links
- Enable the PCLaw Integration with Corel WordPerfect
- Enable the PCLaw Integration with Microsoft Word
- Enable the PCLaw Integration with Microsoft Internet Explorer
- Enabling the PCLaw Link for Time Matters and LexisNexis Total Practice Advantage
- Exporting Month-End Balances to Third Party Applications
- Terminating the PCLaw Link
- Enabling a Microsoft Timer - Overview
- Microsoft Timers - Overview
- Enabling the Timer for Microsoft Internet Explorer
- Enabling the Timer for Microsoft Word
- Enabling the Timer for Microsoft Excel
- Enabling the Timer for Microsoft Outlook
- Enabling the Timer for Microsoft PowerPoint
- Using a Microsoft Timer - Overview
- Using the Timer in Microsoft Internet Explorer
- Using the Timer in Microsoft Word
- Using the Timer in Microsoft Excel
- Using the Timer in Microsoft Outlook
- Using the Timer in Microsoft PowerPoint
- Configuring a Microsoft Timer - Overview
- Configuring the Timer for Microsoft Internet Explorer
- Configuring the Timer for Microsoft Word
- Configuring the Timer for Microsoft Excel
- Configuring the Timer for Microsoft Outlook
- Configuring the Timer for Microsoft PowerPoint
- Microsoft Timer Toolbar
- PCLaw Web Timer Toolbar
- PCLaw Document Timer Toolbar
- PCLaw AddIn Toolbar
- PCLaw Explorer AddIn Toolbar
- Adding Time Sheet Entries from a Microsoft Timer
- Enable the PCLaw Timer for Microsoft Word
- Enable the PCLaw Timer for Microsoft Excel
- Enable the PCLaw Timer for Microsoft PowerPoint
- Disabling Links to Third-Party Software
- Read Error: Look at SYSIOCOD [directory path] \ DYNDATA \ [file name] PROGRAM LINE [program line #].
- The Addon C:\[Folder Path]\PLOUTPLG.DLL Could not be Installed or Loaded
- Could Not Access PCLaw Lawyer By ID. File May Be Locked By Another User
- Path Not Found C:\Program\PDOXUSRS.LCK
- There Is An Error In The PCLaw Installation Please Reinstall
- A program is trying to access email addresses you have stored in Outlook.
- Pure Virtual Call
- Import File Is For A Serial Number Not Installed On This Computer
- Cannot Record Emails from Outlook to PCLaw
- Previous Contacts are not being Transferred between Outlook and PCLaw
- The Business Address in Microsoft Outlook links to the Contact Address in PCLaw
- Recurring Events Synchronized from Microsoft Outlook Appear as Single Appointments in PCLaw
- Removing a Contact from PCLaw does not Remove the Contact from Microsoft Outlook
- PCLaw ToDos not Appearing in Microsoft Outlook
- Microsoft Outlook Tasks not Appearing in PCLaw
- Outlook Terminates When the PCLaw Timer Is Enabled in Outlook
- Task Code is Blank When Selecting Matters in Outlook
- Matter Selected in Outlook Displays a Series of Question Marks
- Outlook Terminates When Using Advanced Find and displays PLOutPlg.dll Error
- Matters Default Rate Is Not Added to Time Entries Created in Outlook
- Error 122: Contact Has No Last Name
- Timeslips and PCLaw Terminology
- Time Entries are Posting Error Messages When You Post Time from Amicus to PCLaw through Centralized Posting Feature
- Microsoft Word has Encountered a Problem and Needs to Be Closed
- Microsoft Visual C++ Runtime Error PLRegOle.exe
- Internet Explorer Crashes When the PCLaw program is Open
- Windows Accounting Software for Lawyers has Encountered an Error When Replying to an Email
- Invalid PCLaw Program Files Error
- XML Support Not Detected
- WordPerfect Crashes When You Save a Document
- Unsupported Browser
- PCLaw Reports Produced In Time Matters Give Incorrect Results
- Time Matters Terminates Printing a PCLaw Report
- Processing Large Cost Recovery Files Crashes the PCLaw program
- Page Not Found Error Message Returned Opening a URL Address
- PCLaw Fields are not Updating in Your Word Document
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
Past Due and Interest
- 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
Payroll
- ADP Demo Page Incorrectly Opens When Opening Payroll
- ADP Payroll Clients - United States
- G/L Accounts Are Not Appearing in ADP Payroll
- Printing Checks for ADP Payroll Clients in the United States
- ADP Payroll Does Not Work with PCLaw Version 8
- Using Existing Check (Cheque) Layouts for ADP Payroll
- Creating Your ADP Payroll Account
Payroll and Additional Tools
- ADP Payroll United States - Overview
- ADP Payroll Clients - United States
- Contact Phone Numbers for ADP
- Creating Your ADP Payroll Account
- G/L Accounts Are Not Appearing in ADP Payroll
- Printing Checks for ADP Payroll Clients in the United States
- Using Existing Check (Cheque) Layouts for ADP Payroll
- ADP Payroll - Frequently Asked Questions (FAQs)
- Restoring or Re-doing Legacy Payroll Data from a Valid PCLaw Backup
- Internet Explorer Script Error: An Error Has Occurred In The Script On This Page Line 1344 Char 3 Object Doesn’t Support This Property Or Method.
- Error Rebuilding Tagid.tps
- Microsoft Visual C++ Debug Library Debug Error!
- The Previous, Next, and Cancel Buttons Appear as Red Circles with White Text when Using ADP Payroll in PCLaw
- ADP Demo Page Incorrectly Opens When Opening Payroll
- ADP Payroll is Too Slow
- The PCLaw Check Printing Window Appears Every Time ADP Payroll Is Opened
- Payroll Checks Do Not Print the Address for ADPUS Clients
- An Error Occurred While Retrieving Payroll (Employee) Information.
- Error Occurred During the Payroll Import Process
- Print Checks (Cheques) Window for Payroll Always Displays General Bank Account 1
- An Active X Control on this Page Might be Unsafe to Interact with Other Parts of this Page
- Cannot Search the Contents of Legacy Documents
- The PCLaw Program Terminates When Searching for a Word in Legacy Documents
- Processing Manual Payroll Checks
- Linking Past Due Phrases to a Template
- Adding a Special Fees Section to an Existing Billing Template
- Billing Template Sections
- Electronic Billing Layout Templates
- Past Due Notice Templates Contain Invalid Characters
- Summarizing All Expenses with the Same Explanation Code on Billing Templates
- Template Editor Reference Page
- Lawyer Budgeting - Overview
- Setting Lawyer Budget Hours by Lawyer
- Setting Lawyer Budget Hours for a Single Month
- Setting Lawyer Budget Hours Based on a Prior Period’s Budget
- Setting Lawyer Budget Hours for a Range of Months
- Using Budget Figures from One Lawyer to Create another Lawyer’s Budget
- Lawyer Overview
- The Verify Data Integrity (VDI) Tool
- Running VDI for General Bank Accounts
- Running VDI for Trust Bank Accounts
- Removing Old Entries Using the Purge Calendar Entries Window
- Bank Balances
- Purging Old Entries
- Marking Offsetting A/R as Paid
- Changing the Default Entry Date
- Entering Matter Opening Balances
- Changing Matter GST/HST Rates
pclaw_ca
- Entering General Bank Opening Balances
- Entering Matter Opening Balances
- Assigning a Law Society Number
- PCLaw Lawyer Types
- Assigning Users to Specific Bank Accounts
PCLawTE and PCLaw Modules
- Express Station Manager
- Using the PCLaw License Window
- Downloading and Installing the Satellite Module
- Exporting Data to the Satellite Module
- Importing Data for Use with the Satellite Module
- Satellite Station Manager
- Adding a Mobile Device to PCLawTE
- Adding Additional User Licenses to PCLawTE
- Configuring User Settings in PCLawTE
- Downloading and Installing PCLawTE
- Installing PCLawTE on a BlackBerry Using the BlackBerry Desktop Manager
- Installing PCLawTE on a Palm Using the HotSync Manager
- LexisNexis PCLawTE Configuration Utility
- Removing a Mobile Device’s User License from PCLawTE
- Removing PCLawTE from a BlackBerry Mobile Device
- Removing PCLawTE from a Palm Mobile Device
- Removing PCLawTE from a Pocket PC Mobile Device
- Time Entry Exceeds 999.99 Hours
- No Additional Applications Designed for Your Device Were Found
- Error 0
- Cannot Load Plctledt.ocx
- There are No Records in the Rate Database
- The Timer Does Not Start From the Value in the Hours Box When Enabled on a Time Entry
- One Or More Item Types Cannot Be Synchronized. Disconnect And Reconnect Your Device
- Error 8009: Application Failed To Respond To A Hotsync Notification Please Check The Palm Desktop For Details
- Synchronization Cannot Be Completed Successfully. Disconnect Your Device And Try Again.
- The Rate Database does not Contain any Records
- The Handheld Device’s List Help Does Not Contain a Particular Matter
- Cannot Assign G/L Accounts to Expense Recovery Items created in PCLawTE
- Cannot Assign Time Keepers to Expense Recovery Items you created in PCLawTE
- Fatal Error. Main C Line 315. Could Not Launch Application
- Error: You Are Attempting To Install The PCLawTE Software On a Computer Where Handheld Device Software Is Not Installed
- Error: PLTERES.DLL - Abort
- Error: You Have Not Installed The PCLawTE Link Software
- Error: Could Not Initialize Get Contact
- Error: Could Not Retrieve Firm Name
- Error: Windows\Appmgr\Install\AcgPCLawTE.Cab Is Not a Valid Windows CE File
- PCLawTE Calendar Fix
- Downloading and Installing the PCLawTE Patch for BlackBerrys
- Calendar Entries Disappear from your BlackBerry after Synchronizing with PCLawTE
- Error: PLTE Cannot Get PCLaw Books, followed by Error: Ordinal 260
- Terminology for Express and Satellite Is Not Country Specific
Product Documentation
[TOP]Product Home
[TOP]Program and Data Maintenance
- PCLaw Firm Maintenance Request Forms
- Admin Password Bypass Request Form
- PPI/Credit Card Processing Application Password Bypass Request Form
- Change Accounting Start Date Request Form
- Change PCLaw Firm Type Request Form
- Change PCLaw Accounting Method Request Form
- Reregister the PCLaw Set of Books Form
- Reset the PCLaw Accounting Information Request Form
- Reset the PCLaw Accounting and Matter/Client Information Request Form
- Reset the PCLaw Registration Installation Date Request Form
- Moving the SQL Database Using the PCLaw Data Mover
- Using Microsoft SQL Enterprise Manager to Move the PCLaw Database
- Using Microsoft SQL Management Studio to Move the PCLaw Database
- Optimizing Your Network for the PCLaw Software - Overview
- Optimizing Your Network for the PCLaw Software - General Considerations
- Optimizing Your Network for the PCLaw Software - Network Considerations
- Optimizing Your Network for the PCLaw Software - Server Considerations
- Optimizing Your Network for the PCLaw Software - Workstation Considerations
- PCLaw Core Functions vs Non-Core Functions
- Purging Old Entries
- Determining All Users Logged in to PCLaw
- Register OLE Components Utility
- Delete the PCLawSEC files
- Testing the SQL Connectivity
- Converting the PCLaw C-Tree Database to an SQL Database
- Hiding the PCLaw Toolbar
- Restoring the Default PCLaw Toolbar
- Customizing the PCLaw Toolbar
- Customizing Quick Step
- Connecting to Multiple Sets of Books
- Backing Up the PCLaw Database Outside of the Program
- Backing Up PCLaw Data
- Restoring Data
- Creating a Backup Using PCLaw with SQL Edition (Formerly Enterprise)
- Automatic Backup of PCLaw When Exiting the Program
- Transferring Data to Another Location
- Moving the PCLaw Database to a New Server
- Finding the Dyndata, Statdata, and Common Folders
- Finding Your Current PCLaw Version
- Running Live Update
- PCLaw Opportunistic Locking and RFCB Caching
- PCLawTE Calendar Fix
- Downloading and Installing the PCLawTE Patch for BlackBerrys
- Express Station Manager
- Using the PCLaw License Window
- Downloading and Installing the Satellite Module
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 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 Balance Sheet
- 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 (Modified Cash) 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
Reports - Accounts Payable
- 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
Reports - Accounts Receivable
- 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
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
- The Client Ledger Closes Abruptly if You Produce it with the Show Trust Summary By Account Section
- Client Ledger Fails to Reconcile with the Client Summary and Billing Fees Journal
- 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
- Work-in-Progress - Other Tab Report Options
- 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
- Finding Old Unbilled Fees or Disbursements
- Exclude Contingency Matters from the Work-In-Progress Report
- WIP Summary by Responsible Lawyer - Overview
- 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
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
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
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
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
- 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
System Administration
[TOP]System Requirements
[TOP]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
Template Editor
- Billing Template Sections
- Summarizing All Expenses with the Same Explanation Code on Billing Templates
The Register
- Overview of the PCLaw Register
- The Register A/P Tab
- The Register General Tab
- Changing the GST/HST Code on a GST/HST Remittance Check (Cheque)
- Changing the Remittance Period on a Remittance Check (Cheque)
- Changing G/L Allocations on Transactions
- Setting Group Security Rights to the General Tab on the Register
- The Register Expense Tab
- The Register Appointments Tab
- The Register Ledger Tab
- The Register Trust Tab
- The Register Time Tab
- The Register Matter Tab
- The Register Invoice Tab
- Some Tabs in the Register and Matter Manager Are Not Available
- This Entry Cannot Be Changed
- Void / NSF Button Disabled
- Columns Cannot Be Dragged to a Different Location
- Cannot Void Bank to Bank Transfer in the Register
- Do Not Have Access To Correct Entries Functions In Admin
- Columns Cannot Be Moved
Time, Fees, and Expenses
- Entering an Expense Recovery
- Marking Up Client Expenses - Overview
- Modifying Mark Ups When You Create an Expense Recovery
- Modifying Mark Ups When You Create a General Check (Cheque)
- Modifying Mark Ups for a Matter
- Modifying Mark Ups When You Create a New Payable
- Enabling the Separate Hard and Soft Client Costs Feature
- Enabling Mark Ups for New and Existing Matters
- Enabling Mark Ups for New Matters Only
- Enabling Mark Ups for an Explanation Code
- Disbursements
- Creating a Time Sheet Entry
- Using the Timer in the Time Sheet
- Time and Fee Entries
- Adding Task Codes
- Adding Rate Categories
- Enable Auto Track Time Reduction to Record the Hours Reduced
- Columns Cannot Be Dragged to a Different Location
- Creating a Fee Sheet Entry
- Special Fees for Canadian Law Firms in Alberta Overview
- Enabling the Use Special Fees Feature
- Entering a Special Fee in Alberta
- Listing Special Fees in a Separate Section on an Invoice
- Adding a Special Fees Section to an Existing Billing Template
- Creating Explanation Codes for Special Fees
- Transaction Levy for Firms in Ontario Overview
- Entering a Transaction Levy for Ontario Firms
- Modifying a Transaction Levy in Ontario
- Accounting Entries that Post When You Enter and Remit Transaction Levies - Ontario
- Transaction Levy for Firms in Newfoundland and Labrador Overview
- Entering a Transaction Levy for Newfoundland and Labrador Firms
- Modifying a Transaction Levy in Newfoundland and Labrador
- Accounting Entries that Post When You Enter and Remit Transaction Levies - Newfoundland and Labrador
- Trust Administration Fees in British Columbia Overview
- Entering a Trust Administration Fee (TAF)
- Changing a Trust Administration Fee (TAF) Entry
- Removing a Trust Administration Fee (TAF) Entry
- Preparing Explanation Codes for TAF
- Finding Matters that Are Eligible for a Trust Administration Fee
- Accounting Entries that Post When You Enter and Remit TAF Entries - British Columbia
- Entering Law Society Numbers for Lawyers in Your Firm
- Quick Timer Pauses for a Few Seconds
- Quick Timer Does Not Open
- The Timer Does Not Start From the Value in the Hours Box When Enabled on a Time Entry
- Cancel Printing from the Additional Payee Information Window Records the Entry
- Recurring Receive Payment Entries Appear as Firm Receipts
- If You Hide Either the Rate or Hours Fields, the Time Sheet Automatically Hides the Amount Field
- Entry Is in a Closed Period and Cannot be Changed
- Delay Post Entries are Lost After Upgrading PCLaw
- Spell Check Does Not Ignore the Second Instance of Wrong Spelling in Same Explanation
