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…
Use the copy button in Journals Change the amount of the first entry to what you are paying now and change the amount of the second entry to the remaining balance. For the reference number, add something like “-A” to…
It may be necessary to use Visual Basic code in your reports. This can accomplish a number of tasks that the default report functionality may not be able to accomplish. This document does not attempt to teach you how to…
Modify the Group By Fields Double click on the dataset for the group by fields. Change the Query type from Stored Procedure to Text. Your query will begin with this: SELECT ColumnName, ColumnLabel FROM GroupOrderAssistantView WHERE IsGroupBy = 'Y' AND…
Transfer fees and / or costs between matters, professionals, or fees to costs in ProLaw Problem: One attorney received fee credit in error. The client has paid the bill, but the analysis reports need to reflect a different professional for…
An expression is not limited to one field. An expression can do lots of things. We can use those functions, for example, from the bottom of the expression window. We can also combine multiple expressions and text together, like the…