Custom and Advanced E-Classes

1. Vendor setup
2. Merging recurring Payables
3. Learning to use both check writers
4. Entering and paying invoices
5. Review of vendor ledger detail
6. Reports, Reports, Reports

1. Monthly recurring journal entries, w/ posting
2. Voiding Checks
3. Handling bank reconciliation
4. Reports, Reports, Reports
5. Creating Report Groups
6. Reversing journal entries
7. Closing months and years
8. Closed year information

1. Setting up employee roles
2. Creating and setting up deduction codes
3. Enter balances for payroll
4. Enter vacation and sick balances

1. Trust deposit accounts
2. Handling trust transactions
3. Trust on your Bills
4. Writing checks after posting bills

Phone Calls, MessageSlips, and Email

1. Enter Phone Call Notes.
2. View Notes in the Call Manager.
3. Start and stop MessageSlips.
4. Display and read the In/Out Board.
5. Send, receive, reply to, act on, and review a MessageSlips
   message.
6. Customize MessageSlips.
7. Add an AbacusBat account.
8. Setup a Who as an AbacusLaw user.
9. Create and use templates.
10. Use SPAM and Known email filters.
11. Review email correspondence related to a selected name or matter
12. Send an email related to an event.
    

Queries

1. Define and build an advanced query that uses multiple criteria
   and logical operators.
2. Re-use a query to find information or generate a report.
3. Add a query to your list of "My Queries".
4. Clone, edit and delete a query.
5. Run a query count.
6. Make a query the default query for a database file.

Forms and Documents

1. Create a Quick Form.
2. Use a Quick Form to print a document.
3. Use a Quick Form to generate a document.
4. Create a Word form using an existing document.
5. Create a Word Perfect form using an existing document.
6. Use the Forms Generation option and a word processing form to
   print one document.
7. Use the MailMerge option and a word processing form to print
   multiple documents.
8. Assign a form to a What Code.
9. Assign a form to an Event.
10. Generate documents using Today's Documents.
11. Modify the default ALF file.
12. Create a Document Manager record.

Using Rules

1. Add a rule.
2. Schedule events using a rule.
3. Clone a rule.

Reports

1. Print a list of all fields in a selected name, matter or event
   record.
2. Print a basic calendar.
3. Print an envelope for a selected name.
4. Print a label for a selected name or matter.
5. Print a report.
6. Modify a column report.
7. Modify a block report.
8. Modify a label report.
9. Modify a laser calendar report.
10. Modify an Organizer report.

Screens

1. Add a field to a database file.
2. Add / modify fields on a Standard page.
3. Select a different Standard page to be your normal screen.
4. Create a Smart Screen.
5. Add an additional screen page.