Total Legal Accounting 3


 

SECTION 7.2.1.4 - BILLING GROUPS

 

Every Client can be associated with a Billing Group. This puts the Client into a reporting group. The report menu can then isolate or sort by Solicitor when printing Client records, Statements and transactions. Also, T.L.A. maintains totals by Bill Group that can be viewed and reported.

 

The BILLING-GROUPS MENU is accessed as item 4 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 BILLING-GROUPS file.

 

Name†††††††††††† Comments

 

BILLING-GROUP CODE This is the Billing-Group's code. This is the code by which the Billing-Group 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 Billing-Group's initials, eg. ANZ, BHP, 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 Billing-Group. It may be up to 50 characters long. This field must not be left blank.

 

ADDRESS†††††††††† This is a group of 4 fields (including post-code) that allow you to insert the Billing-Groupís billing address. Use the third line for suburb or county. T.L.A. will print these fields on BILLS and STATEMENTS.

 

CONTACT††† This is a non-compulsory field. It is used for entering the name, etc of a person other than the Clients who might be a useful contact in this matter.

 

PHONE NUMBERS††† Here you may enter the Work, Home, Fax and Mobile phone numbers of the contact person. This is useful, quick reference information. This information is not included on any standard external reports.

 

EMAIL††††††††††††††† Here you may enter the Billing-Groupís email address.

 

ABN†††††††††††††††††††† This field allows you to enter the Billing-Groupís Australian Business Number.

 

PERIOD BILLINGS††† This is the total of all the Billings, split up by period, for all File-bills attributable to this Billing-Group.

 

LAST BILL DATE/VALUE††† This displays the date and value of the last bill processed for this Billing-Group.

 

LAST RECEIPT DATE/VALUE This displays the date and value of the last receipt processed for this Billing-Group.

 

MODIFIED ON/AT/BYThis 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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