Banking
Working with Bank Accounts
- Adding Bank Account
- Assigning Users to Specific Bank Accounts
- Changing the Body of a Quick Check Layout
- Bank Balances
- Selecting Receipts for Deposit Slips
- Enabling the Deposit Slips Feature
- Deposit Slips
- Working with Interest
- Bank to Bank Transfer for Trust Bank Accounts
- Creating Recurring Entries
- Processing Recurring Entries
General Bank
- General Check
- Receipt Image on the Receive Payment Window
- Invoices Tab on the Receive Payment Window
- Applying Payment to Accrued Interest
- G/L Allocations Tab on the Receive Payment Window
- Remitting Sales Tax (PST)
- Changing the GST Code on a GST Remittance Check
- Changing the Remittance Period on a Remittance Check
- General Retainer
- Firm Receipt
- Entering a PST Refund
- Request General Check
- Release General Check
- Bank to Bank Transfer for General Bank Accounts
- Automatically Allocate Payments to the Appropriate G/L Accounts
- Receive Payment on Invoices
- Receiving a Payment for a Single Matter or Client
- Receiving a Payment for Multiple Matters
- Payment Methods for Receiving Payment
- Additional Receipt Information Window
- Specifying the Order in which Payments are Applied to Taxes, Disbursements, and Fees
- Receiving Payment in Foreign Currency
- Refunding Discounts for Paid Invoices
Trust Bank
- Trust Check
- Trust Receipt
- Trust to General Transfer
- Requesting a Trust Check
- Matter to Matter Transfer
- Entering Trust Receipts with a Payment Method and Originating Bank
- Displaying an Originating Bank box on General and Trust Receipt Windows
- Preventing Trust Transactions from Resulting in a Negative Trust Balance for a Matter
- Setting a Default Trust Bank Account
- Maintaining Detailed Records of Trust Transactions
- Managing GICs for Trust Funds
Credit Card Processing
- Payment Processing, Inc. (PPI) Contact Numbers
- Enabling the PCLaw Credit Card Payments Feature
- Configuring User Credit Card Security
- Configuring a Merchant Account
- Enabling Integration Between Lexis Back Office and Payment Processing, Inc.
- Credit Card Processing
- Installing the LexisNexis Credit Card Processing Application
- Username and Password Requirements for the LexisNexis Credit Card Processing Application
- PPI/Credit Card Processing Application Password Bypass Request Form
Error Messages and Troubleshooting
- Entry Will Result in an Overpayment
- The Credit Card Server Did Not Respond with Approved or Declines; Assuming Approved
- Cannot Void Bank to Bank Transfer in the Register
- Original Credit Card Transaction Could Not Be Located For This Receipt
- This Receipt Number is Lower than the Current Next Receipt Number. Would You Like to Reset the Next Number
- The Bottom Section of the Deposit Slip is Repeated
- An Order ID Could Not Be Generated
- Security Code or Address Information Failed Validation
- Could Not Fully Process the Transaction
- Credit Card Transaction Does not Post
- Credit Card Entries are Ignored on Deposit Slips
- PCLaw Can Not Detect Credit Card Application
- Deposit Slips List Displays Zero Amounts for Reprinted Deposit Slips
- This Bank Account Has Already Been Reconciled for this Period. Making This Entry May Affect the Reconciliation
