Total Legal Accounting 3


 

SECTION 7.2.2.1 - MATTER TYPES MENU

 

Every Client must be associated with a Matter Type. This puts the Client into a reporting group. The T.L.A. can then isolate or sort by Matter Type when printing Client records and transactions. Also, T.L.A. maintains totals by Matter Type, which can be viewed and reported.

 

The MATTER TYPES MENU is accessed as item 2 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 MATTER TYPES file.

 

Name                  Comments

 

MATTER CODE This is the Matter Type’s code. This is the code by which the Matter Type 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 an abbreviation of the Group's name, eg. CO, GEN, 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.)

 

DESCRIPTION The full name of the Matter Type, eg. CONVEYANCING. It may be up to 50 characters long. This field must not be left blank.

 

PERIOD BILLINGS    This is the total of all the billings (less GST), split up by period, for all the Clients associated with this Matter Type. These are calculated fields and are recomputed each time you enquire on the Matter Type record. These fields are accessible by printing the enquiry screen (see SECTION 7.2.1.2.1).

 

MONTHLY SERVICE FEE This field is used in the production of SERVICE FEES. If you are using T.L.A. to automatically produce SERVICE FEES, you should enter a rate here. This is the statutory rate allowed, per month, for overdue accounts. If you enter zero here, no fees will be computed for Files in this MATTER TYPE.

 

G/LEDGER ACCOUNT        If you have entered a MONTHLY SERVICE FEE, you will need to inform T.L.A. as to the General Ledger account you wish the overdue accounts to be posted.

 

LAST BILL ON & FOR This displays the date and value of the last File-Bill processed in this group. It is a calculated field and is recomputed each time you enquire on the Matter Type record.

 

LAST RECEIPT ON & FOR   This displays the date and value of the last General Receipt processed in this group. It is a calculated field and is recomputed each time you enquire on the Matter Type record.

 

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.

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