We've all been there: that sinking feeling when you realize you've accidentally voided a check. Fortunately, there's usually a way to reverse this action and "unvoid" the check. However, it's not quite as simple as clicking a button. This guide…
Tired of messy Excel exports with generic worksheet names? Do you wish your reports were more organized and easier to navigate? Then you've come to the right place! This blog post will show you how to rename worksheets when exporting…
Tired of tedious date entry? ProLaw's got you covered with some seriously slick shortcuts that will have you docketing like a pro in no time! Forget counting days on a calendar or endlessly scrolling through dropdown menus. We're talking about…
Introduction This blog outlines the three-way IOLTA reconciliation process within ProLaw. Key Considerations: Bank Statement Balance vs. ProLaw Bank Balance: These two figures should always be identical. Discrepancies indicate potential errors in bank statement entry or reconciliation within ProLaw. ProLaw…
It may be necessary to use information found in one textbox, in another textbox. This is not limited to freestanding textboxes. This could be textboxes within tables. Some of those reasons are. To display information from a field onto a…
Using report queues is one of the methods I employ to get information out of the system on a regular basis. I'm a fan of creating quality assurance reports that look for data inconsistencies for known issues we can code…
Problem: Voiding client hard cost advanced checks creates a negative charge in Transactions, even if the matter has been closed. This can cause extra data entry to resolve, but can be avoided by using the “manual void” process. This works…
2024 1099 Filing Change for ProLaw As we approach the end of the tax year, we want to ensure you are aware of critical changes regarding 1099 filings for tax year 2024. Changes to Electronic Filing Requirements The Internal Revenue…
We will be able to easily add in any custom tab fields, that are not a part of a cascade. Here is an example of a cascade: In order to use the information from a cascade you will either have…
Double click on an expression or create a placeholder. Go to the Number tab on the left. If you have formatted fields in Excel before, this will feel familiar. You may want to go to the date option and pick…