Total Legal Accounting 3
SECTION 22.214.171.124 - SOLICITORS
Every Client must be associated with a Solicitor. This puts the Client into a reporting group. The report menu can then isolate or sort by Solicitor when printing Client records and transactions. Also, T.L.A. maintains totals by Solicitor that can be viewed and reported.
The SOLICITOR MENU is accessed as item 1 from the CLIENT/TRUST TABLES MENU. On selecting this function, the following will be displayed:
To return to the CLIENT/TRUST TABLES MENU, press <ESC>.
Fields available on the SOLICITOR file.
SOLICITOR CODE This is the Solicitor's code. This is the code by which the Solicitor will be referenced throughout T.L.A. It is up to 3 characters long. The code may be any alphanumeric sequence (without embedded spaces). . and - are acceptable characters. To make the codes easier to remember, it is usually the Solicitor's initials, eg. AL, ABC, etc. Alternatively, it might be a number starting from 1. When using an all-numeric codes take care to make all the codes the same length or they will not sort as expected. (See APPENDIX A.)
NAME The full name of the Solicitor. It may be up to 50 characters long. This field must not be left blank.
BUDGET This is a collection of 12 fields, corresponding to the current year’s periods, where you can enter the expected billings. This is then compared to actuals in reports.
PERIOD BILLINGS This is the total of all the Billings, split up by period, for all File-bills attributable to this Solicitor.
LAST BILL DATE/VALUE This displays the date and value of the last bill processed for this Solicitor.
LAST RECEIPT DATE/VALUE This displays the date and value of the last receipt processed for this Solicitor.
MODIFIED ON/AT/BY This displays the last time this record was modified. It is stamped with the date, time and the usercode of person who did the modification.