Total Legal Accounting 3
SECTION 220.127.116.11 - PARTNERS
Every Client must be associated with a Partner. This puts the Client into a reporting group. The report menu can then isolate or sort by Partner when printing Client records and transactions. Also, T.L.A. maintains totals by Partner that can be viewed and reported.
The PARTNER MENU is accessed as item 3 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 PARTNER file.
PARTNER CODE This is the Partner's code. This is the code by which the Partner 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 Partner'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 Partner. 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, split up by period, for all File-bills attributable to this Partner.
LAST BILL DATE/VALUE This displays the date and value of the last bill processed for this Partner.
LAST RECEIPT DATE/VALUE This displays the date and value of the last receipt processed for this Partner.
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.