Okay, well that is a bit of a broad topic for a discussion board. When I do training on this it usually takes me about 45 minutes to cover it, but I will try to give a VERY brief overview of the design/logic. A/R is what the client owes you, and typically ONLY involves the "Retainer" when it is used to pay what for what has been earned. Retainers (prepayments) can be put into the Funds account, and held separately there as long as you like. When you want to pay your firm with $$$ in the Funds account, you issue a Payment from Account. This deducts the said amount from Funds, and applies it to the A/R balance. (Your client has less prepayments and they owe you less on their account.) If there are any Funds remaining at the end of the case, you can use the Withdrawal from Account to refund them back to the client. Hope this helps. If you think this suggestion was especially helpful, please consider rating it within the five star option, or clicking the green Yes button next to the "Did this answer your question?" option below. Thanks. Nancy Duhon, Esq. Master Certified Consultant for Timeslips,Certified Consultant for Amicus Attorney and Credenza Duhon Technology Solutions, LLC a member of Certified Resources Network, LLC duhon@duhon.biz 404-325-9779 Providing personalized local and remote online support for Timeslips users for over 20 years. Available for private consultations, including older/unsupported versions.
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