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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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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