It is recommended that you take the classes in order to get the most benefit
from training. At a minimum class 1 should be taken before any other classes
and the first accounting class (e-class 2) should be taken before e-class
4.
| Course Description |
Time |
Cost |
Practice Manager (PM) Class 1 - Introduction, Names and Matters
- How AbacusLaw works.
- How to access AbacusLaw.
- How to use the Menu Bar and Tool Bar.
- How to use data windows.
- View, add, edit, clone and delete name records.
- View, add, edit, clone and delete matter records.
- Associate pictures with name and matter records.
- Use Find to view desired name or matter records.
- Use Quick Query to view desired Name or Matter records.
|
1 Hour |
$125 |
Practice Manager (PM) Class 2 - Events and Calendars
- Add, edit and delete a calendar event.
- Add a recurring event.
- Display a calendar in a daily, weekly and monthly format.
- Set-up AbacusLaw to automatically email a weekly calendar
to a user.
- Customize your calendars.
|
1 Hour |
$125 |
Accounting Manager (AM) Class 1 - Introduction to Time & Billing
- Moving daily time entries from AbacusLaw into Abacus Accounting
- Review Company Preferences
- Setting up Workstation Options
- Setting up User Profiles
- Setting up Matter Defaults
- Setting up Timekeepers with their rates
- Editing Client Expense Codes
- Editing Billing Format Codes
|
1 Hour |
$125 |
Accounting Manager (AM) Class 2 Daily/Weekly Accounting Activities
- Entering Client Billing Balances
- Entering Client Soft Costs
- Writing Checks for Client Costs
- Setting up Vendors
- Entering Client Payments
- Entering Trust Balances/Trust Deposits
- Writing Cost Checks out of Trust
|
1 Hour |
$125 |
Accounting Manager (AM) Class 3 Printing Bills and Reports
- Printing Prebills
- Editing Prebills -adjusting time and write-offs
- Printing Actual Bills - Hourly, Flat Fee & Contingency
- Posting Actual Bills and verifying trust activity
- Printing Trust Checks
- Posting Client Payments into Operating
- Printing Billing, Acct Receivable and WIP Reports
|
1 Hour |
$125 |