Total Legal Accounting 3




This menu leads to programs that allow you to report on Bill-Book information. The main use of this report structure is to list any Bill-Book entries that are still live at the end of the day or week, etc. No reports printed from this menu will modify or delete any data on file. The reports may be run at any time.


The BILL-BOOK REPORTS MENU is accessed as item 5 from the BILL-BOOK MENU. On selecting this function, the following will be displayed:



Here you can choose the order in which you wish to print the report.


Hint: If you intend to limit the report to a range of files, it is most efficient to print the report in the same order. Eg if you wish to limit the report to a range of file codes, the report will scan the master-file faster if you also print the report in file order.


Having chosen from the options, the following questions will appear:


USE LONG FORMAT REPORT     If you are using wide stationery, reply Y, otherwise reply N. This question will only be displayed if the relevant option is set to A, see SECTION 7.1.2.


INCLUDE ALL OUTSTANDING BILLS            If you answer Y here, all outstanding Bill-Book records will be printed and no further “limits” questions will be asked. Go directly to the OK TO PRINT question. If you answer N, the following question asks you to enter both a lower and upper limit. The upper limit must not be less than the lower limit. The default answers define the extreme limits of the field. You do not have to change all of these limits. Only change the ones you wish to, and tab past the others.


FILE RANGE   This is the Client’s code.


BILL NUMBER RANGE      This is the upper and lower limits of the Bill-Book number. The range must be numeric. The default range is zero to 999999. This will include all Bill-Book numbers


USER CODE      This is the upper and lower limits of the User-Code of the person who originally obtained the Bill-Book number. Thus you can limit the report to one or more specific users.


DATE REQUIESTED RANGE        This is the date the Bill-Book number was obtained.


In all cases, the default answers are the extreme limits of each range, so if you do not wish to limit the report on a particular field, just bypass it.


To start the report, press <Enter> through each field or simply press <F10>.


The report will scan the master-files and extract all records that fit within your chosen parameters. The report itself will detail the File code, Client Name, Matter Re, Bill number, Solicitor code, User code and the date and time the Bill-Book number was obtained.

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