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abacuslaw advanced training

Objectives. At the end of the first part of your training, you will be able to:Set up your company preferencesUse the calendar and its featuresRun standard and customized reportsCreate and use queriesAssemble case documentsCreate and use rulesCreate and use intake formsUse the Outlook email plug-in.

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abacuslaw advanced training

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    2. Objectives At the end of the first part of your training, you will be able to: Set up your company preferences Use the calendar and its features Run standard and customized reports Create and use queries Assemble case documents Create and use rules Create and use intake forms Use the Outlook email plug-in

    4. Weekly Calendar

    5. Staff Calendar

    6. Customizing the Daily Organizer

    7. Customizing the Daily Organizer

    8. Customizing the Daily Organizer

    9. Mark Tagged Events Done

    10. Adding Events Onto the Organizer

    11. The Three Databases

    12. Names

    13. Names

    20. Matters

    21. Matters

    22. Printing Calendars

    23. Print Options

    29. Creating a Custom Report

    33. Custom Column Matter Report

    34. Custom Format Options

    43. Queries

    44. Custom Query

    45. Adding a Line to a Query

    49. Form Generation

    53. The Alf File

    56. PDF Forms

    60. Adding a Field to Names

    61. Adding Custom Field to the Name Screen

    62. Using a Rule

    63. Creating a Rule

    65. Intake Forms

    66. Customizing Intake Forms

    72. Outlook Link

    73. Outlook Link Setup

    74. Sample BIlls

    75. Sample Bills

    76. Sample Bills

    77. Sample Bills

    78. Billing Setup in AbacusLaw Codes: Who and Case Clients: Information about your clients Matters: Information about their matters Linking: Clients to their matters Time: Entering as a Note and/or a linked Event

    79. Billing Setup in AbacusLaw

    88. Billing Setup in Abacus Accounting Timekeeper Rates and Client Expense Codes Editing Matter Information Entering Billing Balances from other Programs Entering Soft Costs Writing Checks for Hard Costs Entering Payments from Clients Where does it all go?

    89. Billing Setup in Abacus Accounting

    107. Trust Setup in Abacus Accounting Entering Trust Balances Writing Trust Checks (Demand Check Writer) Where does it go? Viewing Trust Checkbook How to Enter Trust Interest (IOLTA)

    117. Billing Prebills Actual Bills Posting of bills Printing trust checks shown on bills Applying trust payments from billing

    143. Payment Distribution from Trust

    145. Client Payment Fee Distribution

    149. Productivity Reports Accounts Receivable Reports Work In Process Reports Fee Reports Hours Reports Matter Financial Summary Matter History

    150. Accounts Receivable Report

    151. Work in Progress Report

    152. Sample of a Fee Report

    153. Sample of an Hours Report

    154. Matter Financial Summary

    155. Matter History Report

    156. Financial Reports Company Financial Reports Using Report Groups Weekly, Monthly, Annual Duties

    162. Accounts Payable Setting Up Vendors Using the Two-step Check Writer- Enter/Post Payables- Print A/P Checks Operating Check Register Recurring Payables Viewing Vendor Activity- Operating and Trust

    180. General Ledger Chart of Accounts Default G/L Accounts Debits & Credits (They really aren’t bad words!) Entering Beginning Balances Recurring Journal Entries Voiding Operating and Trust checks Bank Recon (It’s your friend!) Online Banking Month End/Year End Closing Reversing Journal Entries (NO, NO, NO!!!) Troubleshooting

    205. Payroll Deduction Codes State Unemployment Tax Rate Employee Profiles Default Payroll Accounts Inputting Payroll Balances Entering Vacation & Sick Balances Processing Payroll Paying State & Local Taxes Employee Payroll Activity Payroll Reports

    224. Company Setup in Abacus Accounting Company Preferences Workstations Options User Manager New Matter Defaults

    225. Company Preferences

    230. Workstation Options Display Tab

    234. User Manager as Administrator

    236. New Matter Defaults

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