Getting Started - How Do I...
[TOP]Settings and Security - How Do I...
[TOP]Daily Tasks and Data Entry - How Do I...
- Applying Payment to Accrued Interest
- Remitting Sales Tax (PST)
- Creating Recurring Entries
- Processing Recurring Entries
- Modifying or Removing Recurring Entries
- Refunding Discounts for Paid Invoices
- Entering Trust Receipts with a Payment Method and Originating Bank
- Changing the GST Code on a GST Remittance Check
- Changing the Remittance Period on a Remittance Check
Billing and Past Due - How Do I...
- Creating Pre-Bills for a Responsible Lawyer
- Creating Bills for a Responsible Lawyer
- Creating Bills for a Single Client with Multiple Matters
- Creating Bills for Matters with an A/R Balance
- Bill only Matters with New Charges and Exclude Bills with a Zero Balance
- Change Unbilled Charges at Billing
- Adjust Fees by Percent at Billing
- Adjust Fees by Amount at Billing
- Write Off Unbilled Charges at Billing
- Adjust Fees by Contingency Amount at Billing
- Creating Automatic Disbursements as a Percentage of Fees
- Creating Automatic Disbursements for Every Bill
- Creating Automatic Disbursements for Multiple Matters
- Selecting Default Billing Templates
- Undo Bill - Overview
- Undo a Bill in a Closed Month
- Undo a Bill using a Range of Dates
- Enabling the Electronic Billing in the System Settings
- Creating Electronic Billing Invoices
- Creating Custom Task Codes for Electronic Billing
- Creating Custom Explanation Codes for Electronic Billing
Reports - How Do I...
- Finding the Outstanding Balance for Single Invoice
- Finding the Total Amount Outstanding or Accounts Receivable Balance for a Matter
- Finding the Total Amount Outstanding or Accounts Receivable Balance for a Client
- Finding the Total Amount Outstanding or Accounts Receivable Balance for a Responsible Lawyer
- Finding the Total Amount Outstanding or Accounts Receivable Balance for the Firm
- Finding the Last Invoice Number
- Finding Who Gets Credit for Fee Income on a Payment
- Finding Total Amount of Payments on Client Invoices
- Finding the Total Fees for Each Fee Credit Lawyer on Invoices with Multiple Lawyers
- Finding Write Ups and Write Downs by G/L Account
- Finding Fee Write Offs By Fee Credit Lawyer
- Listing Total Billed Fees for Working Lawyers as a Percentage of Firm Totals
- Finding the Interest Rate that You Apply to Invoices
- Finding the Total Interest Due for a Matter
- Finding the Total Interest for Invoices that You Bill in a Month
- Finding Fees with a No Charge or Non-Billable Task Code
- Finding All Expense Recovery Entries for a Matter
- Finding Accounts Payable Discounts Available For Your Firm
- Finding Accounts Payable Due For Your Firm
- Finding Payments That You Enter through Accounts Payable
- Finding the Payment or Billing Status of Matter Allocations in Accounts Payable
- Finding all invoices entered through Accounts Payable
- Finding Total Accounts Payable Purchases for a Specific Period
- Finding Total Accounts Payable Payments for a Specific Period
- Finding Total Billed and Unbilled Amounts Allocated by Responsible Lawyer
- Finding All Activity For One Or More Vendors
- Finding Old Unbilled Fees or Disbursements
- Viewing a Remittance Check on the GST Journal
- Finding the Sales Tax Amount to Remit
- Finding Matter Totals and Matter Accounting Information
- Finding Client Totals and Client Accounting Information
- Listing all Client Totals in a Single Report
- Finding All Client Expenses that You Enter Through Accounts Payable for a G/L Account
- Summarizing all Expenses by Responsible Lawyer
- Finding Client Expenses with a Specific Explanation Code
- Finding Unbilled Fees with a Billable Task Code for a Matter
- Finding Unbilled Fees with a Billable Task Code for a Working Lawyer
- Finding Transactions that Result in a Negative Trust Balance
- Identifying Matters That Do Not Have Recent Trust Fund Activity
- Providing a History of all Trust Transactions for a Matter
- Finding All Cash Receipts with a Value of $10,000 or More
- Finding Total Unbilled Fees and Disbursements for Responsible Lawyers
- Finding Total Unbilled Fees and Disbursements for Working Lawyers
- Listing all Matters with a Retainer Balance in a Single Report
- Finding Matters with Unbilled Fees That Exceed a Certain Amount
- Finding Active Matters with Zero Balances and no Recent Activity
- Finding All Memos or Descriptions about Research Items
- Finding Matters with a General Retainer Balance
- Summarizing the Total Billable Time for a Single Matter by Working Lawyer
- Finding Matters with Unbilled Time for Specific Working Lawyer
- Listing Actual Realized Fees Billed and Effective Billing Rate By Client
- Review Time for All Timekeepers before Mass Billing
- Comparing Billable and Non-billable Time for All Timekeepers
- Showing Total Billed and Unbilled Time Entered By Type Of Law
- Showing Total Billed and Unbilled Time Entered By Working Lawyer
- Showing Total Billed And Unbilled Time Entered By Task Code
- Producing a Hard Copy Report of Time Entered from Time Sheets
- Listing Time and Fee Entries by Working Lawyer
- Listing Held Charges by Working Lawyer
- Review Monthly Productivity by Task for Each Timekeeper
- Review Monthly Productivity for Workload Allocation
- Review Monthly Productivity For The Firm Over A 12 Month Period
- Summarizing Working Lawyer and Responsible Lawyer Unbilled Time and A/R Amounts
- Listing Matters with Unbilled Time and Uncollected Fees by Client
- Listing Unbilled Time and Uncollected Fees By A Working Lawyer
- View the Number of Matters Opened by Type of Law Over the Last 12 Months
- View the Number of Matters Opened by Lawyer Over the Last 12 Months
- View the Number of Matters Opened by Referral Type Over the Last 12 Months
- Listing Actual Realized Fees Billed and Effective Billing Rate by Matter
- Ranking Lawyers and Types of Law by Effective Rate and Realized Dollars
- Ensuring All Timekeepers Enter Their Time in PCLaw
- Listing Top 10 Clients by Total Amount Paid to the Firm
- Listing Top 10 Clients with the Highest Unbilled Fees
- Listing Top 10 Clients with the Most Trust Money on Deposit
- Listing Top 10 Clients that Owe the Most Money to the Firm
- Compare Budgeted vs. Actual Hours and Dollars
- Review Lawyer Budget Figures
- Reports that Reconcile to the General Bank Journal
- Reports that Reconcile to the Trust Bank Journal
- Reports that Reconcile to the Billing (Fees) Journal
- Reports That Reconcile to the Write Up/Down Journal
- Reports That Reconcile to the Client Costs Journal
- Reconciling the General Bank Missing Checks Journal
- Reports that Reconcile to the Client Ledger
- Reports That Reconcile to the Client Accounting Ledger
- Reports That Reconcile to the Client Summary
- Reports That Reconcile to the Client Fees Listing
- Reports That Reconcile to the Client Trust Listing
- Reports That Reconcile to the Client Trust Ledger
- Reports that Reconcile to the Work-in-Progress Report
- Reports That Reconcile to the WIP Summary by Responsible Lawyer
- Reports That Reconcile to the Allocation Listing
- Reconciling the Vendor Listing
- Reconciling the List of Clients Report
- Reports That Reconcile to the Matter Status Report
- Reports That Reconcile to the Disbursement Analysis and Interest Report
- Reports That Reconcile to the Hard and Soft Cost Analysis Report
- Reports That Reconcile to the Disbursement History Report
- Reports That Reconcile to the Partner Alert Report
- Reports That Reconcile to the Receivables by Client Report
- Reports That Reconcile to the Receivables by Lawyer Report
- Reports That Reconcile to the Interest Calculation Report
- Reconciling the Discount Listing
- Reports That Reconcile to the Payable Listing
- Reports That Reconcile to the Payment Listing
- Reports That Reconcile to the Purchases Journal
- Reports That Reconcile to the Vendor Ledger
- Reports That Reconcile to the Collection Summary
- Reports That Reconcile to the 1099 Listing
- Reports That Reconcile to the Fees Collected Summary
- Reports That Reconcile to the Client WIP, Billing, & Collection Summary
- Reports That Reconcile to the Lawyer WIP, Billing, & Collection Summary
- Reports That Reconcile to the Billing by Lawyer Report
- Reports That Reconcile to the Fee Allocation Summary Report
- Reports that Reconcile to the Firm Cash & Fee Summary
- Reports That Reconcile to the Billable Time Summary by Working Lawyer
- Reports That Reconcile to the Billing Realization Report
- Reports that Reconcile to the Comparative Time Analysis Report
- Reports that Reconcile to the Daily Time Summary Report
- Reports that Reconcile to the Time Listing Report
- Reports that Reconcile to the Time Summary Report
- Reports that Reconcile to the Time Utilization Analysis Report
- Reasons that the Unbilled Time & A/R Summary by Working Lawyer does not Reconcile
- Reports that Reconcile to the Matters Opened Summary
- Reports that Reconcile to the Lawyer Budgeting Report
- Reports That Reconcile to the Newfoundland and Labrador Transaction Levy Detail
- Reports That Reconcile to the Newfoundland and Labrador Transaction Levy Summary
- Reports That Reconcile to the Trust Administration Fee Detail
- Reports That Reconcile to the Trust Administration Fee Summary
- Reconciling the Trust Administration Fee Eligibility
- Reconciling the Transaction Levy Volume
- Reconciling the Appointment Listing
- Reconciling the Appointment Schedule
- Reconciling the Contact Listing
- Reconciling the Research Listing
- Reports That Reconcile to the Cash Flow Planner
- Reconciling the Credit Card Listing
- Client Ledger Fails to Reconcile with the Client Summary and Billing Fees Journal
- Reports That Reconcile to the G/L Reconciliation Report
- Reports That Reconcile to the Transaction Levy Detail
- Customizing PCLaw Reports
Accounting and Bank Recs - How Do I...
- Adding or Changing a G/L Adjustment
- Balances Do Not Include All Entries for the Month
- Balance Sheet Does Not Balance Because an Expense Account was Changed to an Asset Account
- Budget Entries are Not Saved and Related Reports Return Zero Values
- General Ledger (G/L) Budgeting
- The Retrieve From Window Does Not Open
Additional Tools - How Do I...
- PCLaw Mobile Device Requirements
- Determining All Users Logged in to PCLaw
- Signing on to ADP Payroll Through PCLaw
- Marking Offsetting A/R as Paid
- Working with Mark Offsetting A/R as Paid
Technical Support - How Do I...
[TOP]Accounts Payable
[TOP]Administrator and Security
- Locking and Unlocking PCLaw
- Determining All Users Logged in to PCLaw
- Security Must be Configured for a New Set of Books
- Some Tabs in the Register and Matter Manager Are Not Available
- Setting Group Security Rights for the Register
- Setting Group Security Rights to the General Tab on the Register
- Setting Group Security Rights to the Trust Tab on the Register
- Setting Group Security Rights to the Time Tab on the Register
- Setting Group Security Rights to the Matter Tab on the Register
- Setting Group Security Rights to the Ledger Tab on the Register
- Setting Group Security Rights to the Invoice Tab on the Register
- Setting Group Security Rights to the Expense Tab on the Register
- Setting Group Security Rights to the Appointments Tab on the Register
- Setting Group Security Rights to the A/P Tab on the Register
- Assigning Users to Specific Bank Accounts
- PCLaw Security User Settings
- Security Listing Overview
- Reconciling the Security Listing
- Finding All Active Users
- Finding Security Rights for a Single User
Bank Reconciliations
- Adding Prior Items to a Bank Reconciliation
- Importing an Electronic Bank Reconciliation into PCLaw
- Marking Items
- Reopening the Previous Month’s Bank Reconciliation
- Resetting an Existing Bank Reconciliation
- Selecting Receipts for Deposit Slips
- Working with Bank Reconciliation Reports
- The Calculated and Actual Bank Journal Balances Do Not Reconcile
- The Calculated Statement Balance Matches the Bank Statement Balance However...
- An Inconsistency Within PCLaw Has Been Detected #1
- An Inconsistency Within PCLaw Has Been Detected #2
- Some Deposit Slips Do Not Display on the Mark Items Window
- Opening or Closing Balance Is Wrong
- Bank Reconciliation and BillFlow Windows do not Respond Properly When Using Dual Monitors
- Bank Reconciliation Report Is Reprinted for All Dates
Banking
- 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 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 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
- 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
- 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
Billing
- Creating Pre-Bills for a Responsible Lawyer
- Creating Pre-Bills for Matters with an A/R Balance
- Pre-Bill Selections - Overview
- Pre-Bill Selections - Matter Tab
- Pre-Bill Selections - Options Tab
- Pre-Bill Selections - Fees Tab
- Pre-Bill Selections - Disbs Tab
- Pre-Bill Selections - Rcpts Tab
- Pre-Bill Selections - Trust Tab
- Manually Select Charges to Pre-Bill at Pre-Billing
- Remove Unbilled Charges at Pre-Billing
- Change Unbilled Charges at Pre-Billing
- Write Off Unbilled Charges at Pre-Billing
- Creating Pre-Bills for a Single Client with Multiple Matters
- Printing a List of Matter Bill Setting Profiles
- Applying a Matter Bill Settings Profile to Types of Law
- Automatically Transferring Funds from Trust Accounts at Billing
- Enabling the Automatic Transfer from Trust for All New Matters
- Enabling the Automatic Transfer from Trust for an Existing Single Matter
- Enabling the Automatic Transfer from Trust for Multiple Existing Matters
- Printing Trust Checks and General Receipts
- Enabling the Allow Trust-to-General Transfer of Fee WIP Feature
- Enabling the Apply Trust Transfer to Existing Invoices Feature
- Creating Bills - Billing Selection
- Creating Bills for a Responsible Lawyer
- Creating Bills for a Single Client with Multiple Matters
- Creating Bills for Matters with an A/R Balance
- Bill only Matters with New Charges and Exclude Bills with a Zero Balance
- Bill Selections - Matter Tab
- Bill Selections - Options Tab
- Bill Selections - Fees Tab
- Bill Selections - Disbs Tab
- Bill Selections - Rcpts Tab
- Bill Selections - Trust Tab
- Unrecorded Disbursements - Overview
- Manually Select Charges to Bill at Billing
- Remove Unbilled Charges at Billing
- Billing Information - Overview
- Create a Disbursement at Billing
- Change Unbilled Charges at Billing
- Adjust Fees by Percent at Billing
- Adjust Fees by Amount at Billing
- Write Off Unbilled Charges at Billing
- Adjust Fees by Contingency Amount at Billing
- Creating Automatic Disbursements as a Percentage of Fees
- Creating Automatic Disbursements for Every Bill
- Creating Automatic Disbursements for Multiple Matters
- Selecting Default Billing Templates
- Creating Bills - Billing Information
- Creating Quick Bills
- Editing Disk Images
- Recreating a Bill
- What Happens When You Request a Bill
- Working with Provisional Write-Offs
- Working with Quoted Types
- Working with the Charge Selection Window
- Writing-off Outstanding Invoice Balances
- A Billing Template Is Not Selected for Matter Bill Settings
- Undo Bill - Overview
- Undo a Bill in a Closed Month
- Undo a Bill using a Range of Dates
- Undo a Bill using a Range of Invoice Numbers
- Undoing a Bill from the Register
- Split Bill
- Common Messages that Appear when You Undo a Bill
- Invoice Cannot be Undone Because the Invoice Date is Before the Accounting Restriction Date
- The Invoice Date is in a Closed Month
- Matters with New Charges Do Not Print at Billing
- Pre-Bills Print with a Zero Balance
- Payment Section Does Not Appear in Final Quick Bill
- The Edit Disk Image Feature is not Available from the Billing Drop-Down Menu
- Retainers Auto Allocate at Billing Regardless of Setting Selection
- Fees Do Not Appear on the Billing Fees Journal or the Client Summary and Taxes for Fees Are Not Calculated
- Attempt To Delete Record Twice In a Row
- Bank Reconciliation and BillFlow Windows do not Respond Properly When Using Dual Monitors
- Taxes Doubled on Disbursements
- Creating an Invoice for a Split Matter Causes the Invoice Number to Increase By Two
- PCLaw Creates a Negative One Cent Sales Tax Amount
- Advanced Option Tabs Are Duplicated on the Bill Selections Window
- Receiving a Payment in Quick Bill does not Apply the Correct Receipt Number
- Enabling the PCLaw Electronic Billing Feature
- Creating Electronic Billing Invoices
- Electronic Billing Layout Templates
- Creating Custom Task Codes for Electronic Billing
- Creating Custom Explanation Codes for Electronic Billing
Calendar
- Creating a Recurring Event
- Using the Date Calculator
- Creating Appointments and To Do’s
- Adding a New Appointment in the Calendar
- Creating Linked Dates Templates
- Purging Calendar Entries from PCLaw
- Selecting Calendar Settings
- The MTD Box on the Time Tab of the Calendar Is Blank for the Month of February
- Appointments Can Be Deleted By Users With Only View Access for the Calendar
- A Time Entry from the Calendar Posts Multiple Times
- To Do Entries Always Appear
- New Appointment Is Not Created When You Use Linked Date
- Appointments Dated February 29 of a Leap Year Do Not Appear on the Calendar
Clients and Matters
- Adding Referral Sources
- Enabling the Automatic Transfer from Trust for All New Matters
- Enabling the Automatic Transfer from Trust for Multiple Existing Matters
- Enabling the Automatic Transfer from Trust for an Existing Single Matter
- Enabling the Apply Trust Transfer to Existing Invoices Feature
- Overriding the Global Billing Settings on Individual Matters
- Automatically Create Disbursements at Billing - Overview
- Working with Quoted Types
- Applying a Matter Bill Settings Profile to a Single Matter
- Matter Bill Settings - Past Due/Interest Options
- Matter Bill Settings Quoted Type Options
- Matter Bill Settings - Disbursements Options
- Removing a Matter Bill Setting Profile
- Quoted Types - Overview
- Use Quoted Types to Bill In Advance
- Use Quoted Types to Add a Contingency Amount
- Use Quoted Types to Add an Estimate Amount
- Use Quoted Types to Add a Fixed Fee
- Use Quoted Types to Add a Monthly Fee
- Use Quoted Types to Add a Minimum Monthly Fee
- Use Quoted Types to Add a Maximum Monthly Fee
- Use Quoted Types to Add a Target WIP
- Use Quoted Types for Multiple Matters
- Use Quoted Types to Add a Total Fee
- Split Bill
- Working with Interest
- Creating a New Custom Layout
- Automatically Adding Custom Tabs to New Matters
- Working with Closed Matters
- No Matters Listed When You Mass Archive Matters
- This Field Already Exists
- Error: This Field Contains Invalid Information
- The Opening Balances Tab is Missing in the Matter Manager
- The Matter Manager Notes Tab Does Not List New Notes
- Some Tabs in the Register and Matter Manager Are Not Available
- Custom Tab Yes/No Fields Display 1 or 0 on Printouts
- Zip Code Box Is Left Blank When You Change the Matter Billing Address
- The QDocs Button is not on the Matter Manager Toolbar
- The Copy Address Button Copies the City Twice
- The Browse Button in the Manager Modules Does Not Save the Output File to the Selected Location
- PCLaw Closes When You Try to Use Keyboard Arrows in Matter Manager
Configuration
- Hiding the PCLaw Toolbar
- Restoring the Default PCLaw Toolbar
- Customizing the PCLaw Toolbar
- Customizing Quick Step
Customizing PCLaw Reports
- Matters Tab Overview
- Limiting the Report to Selected Matters or Clients
- Limiting the Report by Matter Status
- Limiting the Report by Lawyer or Type of Law
- Layout Tab Overview
- Modifying the Report Layout
- Using the Template Drop-Down Option
- Changing Report Field and Column Properties
- View Transaction Details on a Report
- Sort By Options
- Report Output Options
Error Messages
- Menu Item Not Found
- Could Not Find ISAM KEYNO Request [Directory Path]
- Cannot Find Vspell.ocx
- Cannot access PCLawSec.000 file. Someone else may be running a priority operation.
- PCLaw locked will retry
- Cannot Create Index File C:\WINDOWS\TEMP\GLTEMP
- Error 17
- ISAM Keyno Error PCUSER
- Failed to Launch Help
- The Password Entered is Invalid!
- An Unsupported Operation Was Attempted
- Client Must Be Closed
- Installation Failed With Error 5
- NETSETUP 32 Cannot Be Opened
- PLHWND32 Caused an Invalid Page Fault in PLDB32.dll
- Insufficient Disk Space [Drive]\[Directory Path]\PLCHE32.DLL
- The Software you are installing for this hardware has not passed Windows Logo testing to verify its compatibility with Windows XP
- Insufficient Disk Space [Network Drive]\[Directory Path]\Common
- Printers has not passed the Windows Logo Testing and installing the software may impair or destabilize their workstation
- Activation Message Appears for One Workstation Only
- This Field Already Exists
- Error: This Field Contains Invalid Information
- Entry Is in a Closed Period and Cannot be Changed
- Entry Will Result in an Overpayment
- The Credit Card Server Did Not Respond with Approved or Declines; Assuming Approved
- Original Credit Card Transaction Could Not Be Located For This Receipt
- An Order ID Could Not Be Generated
- Security Code or Address Information Failed Validation
- Could Not Fully Process the Transaction
- PCLaw Can Not Detect Credit Card Application
- This Bank Account Has Already Been Reconciled for this Period. Making This Entry May Affect the Reconciliation
- This Entry Cannot Be Changed
- Do Not Have Access To Correct Entries Functions In Admin
- Common Messages that Appear when You Undo a Bill
- Invoice Cannot be Undone Because the Invoice Date is Before the Accounting Restriction Date
- The Invoice Date is in a Closed Month
- Attempt To Delete Record Twice In a Row
- The Report Document Specified Is Not Valid
- You Are Already Running a General Ledger Function
- Someone Else Is in PCLaw
- Unable to Get Balance Information
- You May Not Close More than 12 Months in a Year
- The Calculated Statement Balance Matches the Bank Statement Balance However...
- An Inconsistency Within PCLaw Has Been Detected #1
- An Inconsistency Within PCLaw Has Been Detected #2
- Opening or Closing Balance Is Wrong
- Access Denied: This User Requires Full Access To [Directory Path] \ PCLawDocs
- Read Error: Look at SYSIOCOD [directory path] \ DYNDATA \ [file name] PROGRAM LINE [program line #].
- The Addon C:\[Folder Path]\PLOUTPLG.DLL Could not be Installed or Loaded
- Could Not Access PCLaw Lawyer By ID. File May Be Locked By Another User
- Path Not Found C:\Program\PDOXUSRS.LCK
- There Is An Error In The PCLaw Installation Please Reinstall
- A program is trying to access email addresses you have stored in Outlook.
- Pure Virtual Call
- Import File Is For A Serial Number Not Installed On This Computer
- Error 122: Contact Has No Last Name
- Microsoft Word has Encountered a Problem and Needs to Be Closed
- Microsoft Visual C++ Runtime Error PLRegOle.exe
- Invalid PCLaw Program Files Error
- XML Support Not Detected
- Unsupported Browser
- Page Not Found Error Message Returned Opening a URL Address
- No Additional Applications Designed for Your Device Were Found
- Error 0
- Cannot Load Plctledt.ocx
- There are No Records in the Rate Database
- Time Entry Exceeds 999.99 Hours
- One Or More Item Types Cannot Be Synchronized. Disconnect And Reconnect Your Device
- Error 8009: Application Failed To Respond To A Hotsync Notification Please Check The Palm Desktop For Details
- Synchronization Cannot Be Completed Successfully. Disconnect Your Device And Try Again.
- The Rate Database does not Contain any Records
- License is Missing or Corrupted
- Fatal Error. Main C Line 315. Could Not Launch Application
- Error: You Are Attempting To Install The PCLawTE Software On a Computer Where Handheld Device Software Is Not Installed
- Error: PLTERES.DLL - Abort
- Error: You Have Not Installed The PCLawTE Link Software
- Error: Could Not Initialize Get Contact
- Error: Could Not Retrieve Firm Name
- Error: Windows\Appmgr\Install\AcgPCLawTE.Cab Is Not a Valid Windows CE File
- Error: PLTE Cannot Get PCLaw Books, followed by Error: Ordinal 260
- Internet Explorer Script Error: An Error Has Occurred In The Script On This Page Line 1344 Char 3 Object Doesn’t Support This Property Or Method.
- Internet Explorer Script Error: an Error Has Occurred in the Script on this Page Line 884 Char 2 Object Doesn’t Support this Property or Method
- Microsoft Visual C++ Debug Library Debug Error!
- An Error Occurred While Retrieving Payroll (Employee) Information.
- Error Occurred During the Payroll Import Process
- An Active X Control on this Page Might be Unsafe to Interact with Other Parts of this Page
- A Valid Response Was Not Received from the Server
- Your Subscription Is About to Expire. PCLaw Must Obtain Current License Information.
- Your Subscription has Expired. PCLaw Must Obtain Current Licensing Information to Proceed in Full Access Mode.
- Your Subscription Has Expired. PCLaw Must Obtain Current Licensing Information To Proceed In Full License Mode.
- Could Not Paste Archive File Back Together
- PCLaw Must Obtain Current Licensing Information Before You Proceed With the Upgrade
- The List Of Lawyers In PCLaw Has More Lawyers Than The License Allows
- Do you want to overwrite Temp / PLARCHIVE.INF prompt
- Live Update Prompts You to Update PCLaw When an Update Is Not Required
Front Office Management
- Phone Call Manager
- Phone Call Manager - Overview
- Creating a New Phone Call
- Customizing the Phone Call Manager for each Workstation
- Using the Phone Call Manager to Record a New Phone Message
- Using the Phone Call Manager to Change a Phone Call
- Change Phone Call Options
- Setting Group Security Rights to the Phone Call Manager
- Listing Uncompleted Phone Calls Using the Phone Call Manager
- Mass Deleting Old Phone Call Records
- Creating a New Note
- Sending a Note Message
- Using the Change Phone Message Window to Create a New Note
- Changing an Existing Phone Record or Message
- Change Phone Message Options
- Enabling Save Precedents According to File Type
- Creating a New Document For a Matter Using a Precedent
- The QDocs Button is not on the Matter Manager Toolbar
- PCLaw Fields are not Updating in Your Word Document
- Access Denied: This User Requires Full Access To [Directory Path] \ PCLawDocs
- Save to Matter Option on the PCLaw Toolbar Opens the Wrong Window
General Ledger Accounting
- Accounting
- Debits and Credits
- Control Accounts
- PCLaw Lawyer Types
- Finding the Start of Fiscal Year Date
- Producing Financial Statements
- Creating G/L Accounts
- Viewing the G/L Chart of Accounts
- Adding a New General Ledger (GL) Account
- G/L Control Accounts
- Identifying G/L Control Accounts in Versions 9.20 and Higher
- Identifying G/L Control Accounts in Versions 9.0 to 9.10
- Chart of Common G/L Control and Reserved Accounts
- Creating Parent G/L Accounts
- Assigning Sub Accounts to Parent G/L Accounts
- Using and Working with Expense Recovery Accounts
- Adding or Changing a G/L Adjustment
- Opening Balances
- Trust Funds Owed (2100) Account
- Client Disb. Clearing Account
- Changing the Default Client Disbursement Clearing Account
- General Ledger Category
- Send G/L Data to Accountant
- Import G/L Adjustments from Accountant
- Closing the Month
- Exporting Month-End Balances to Third Party Applications
- Balances Do Not Include All Entries for the Month
- You May Not Close More than 12 Months in a Year
- You Are Already Running a General Ledger Function
- Someone Else Is in PCLaw
- Unable to Get Balance Information
- GL Account out of Balance with its Corresponding Journal
- The General Bank Journal Balance is Wrong but the G/L Balance is Correct
- Budget Entries are Not Saved and Related Reports Return Zero Values
- Balance Sheet Does Not Balance Because an Expense Account was Changed to an Asset Account
- The Retrieve From Window Does Not Open
- Both the Long and Short Term Sections of the Balance Sheet Contain the Liability Account
- Printing a List of G/L Accounts Crashes PCLaw
- G/L Functions and Financial Statements Truncate Bank Account Names to 20 Characters
Installation and Initial Configuration
- PCLaw Software and Module System Requirements
- PCLaw Operating System Requirements
- PCLaw Hardware Requirements
- Downloading and Installing PCLaw as a Single User Database
- Downloading and Installing PCLaw as a Multiple User Database
- Downloading and Installing PCLaw Pro with SQL
- Installing PCLaw to Additional Workstations
- Contents of the PCLaw.cfg File
- Moving the PCLaw Database to a New Server
- Transferring Data to Another Location
- Connecting to Multiple Sets of Books
- Security Must be Configured for a New Set of Books
- Installing the LexisNexis Credit Card Processing Application
- Customizing the PCLaw Toolbar
- Customizing Quick Step
- Hiding the PCLaw Toolbar
- Restoring the Default PCLaw Toolbar
- Adjusting the Size of the PCLaw Toolbar Icons
- Menu Item Not Found
- Installation Failed With Error 5
- NETSETUP 32 Cannot Be Opened
- PLHWND32 Caused an Invalid Page Fault in PLDB32.dll
- Insufficient Disk Space [Drive]\[Directory Path]\PLCHE32.DLL
- The Software you are installing for this hardware has not passed Windows Logo testing to verify its compatibility with Windows XP
- Important Note for PCLaw Versions 9.31a or 9.31b Customers
- Insufficient Disk Space [Network Drive]\[Directory Path]\Common
- Installing or Updating PCLaw Causes the Workstation to Reboot During the Installation or Update
- Printers has not passed the Windows Logo Testing and installing the software may impair or destabilize their workstation
- Activation Message Appears for One Workstation Only
Linking to Other Programs
- Enabling the PCLaw Integration with Microsoft Outlook
- PCLaw Amicus Requirements
- Enabling the PCLaw Link for Amicus Attorney
- Amicus X Compatibility with PCLaw
- Lawyers and Rates do not Transfer from Amicus to PCLaw
- Testing the Amicus Link with PCLaw
- Researching with PCLaw
- Enable the PCLaw Integration with Corel WordPerfect
- Disabling the WordPerfect Connection
- Enable the PCLaw Integration with Microsoft Word
- Enable the PCLaw Integration with Microsoft Internet Explorer
- Enabling the PCLaw Link for Third Party Applications
- Exporting Month-End Balances to Third Party Applications
- Terminating the PCLaw Link
- Enabling Integration Between Lexis Back Office and Payment Processing, Inc.
- Enable the PCLaw Timer for Microsoft Word
- Enable the PCLaw Timer for Microsoft Excel
- Enable the PCLaw Timer for Microsoft PowerPoint
- Read Error: Look at SYSIOCOD [directory path] \ DYNDATA \ [file name] PROGRAM LINE [program line #].
- The Addon C:\[Folder Path]\PLOUTPLG.DLL Could not be Installed or Loaded
- Could Not Access PCLaw Lawyer By ID. File May Be Locked By Another User
- Path Not Found C:\Program\PDOXUSRS.LCK
- There Is An Error In The PCLaw Installation Please Reinstall
- A program is trying to access email addresses you have stored in Outlook.
- Pure Virtual Call
- Import File Is For A Serial Number Not Installed On This Computer
- Cannot Record Emails from Outlook to PCLaw
- Previous Contacts are not being Transferred between Outlook and PCLaw
- The Business Address in Microsoft Outlook links to the Contact Address in PCLaw
- Recurring Events Synchronized from Microsoft Outlook Appear as Single Appointments in PCLaw
- Removing a Contact from PCLaw does not Remove the Contact from Microsoft Outlook
- PCLaw ToDos not Appearing in Microsoft Outlook
- Microsoft Outlook Tasks not Appearing in PCLaw
- Outlook Terminates When the PCLaw Timer Is Enabled in Outlook
- Task Code is Blank When Selecting Matters in Outlook
- Matter Selected in Outlook Displays a Series of Question Marks
- Outlook Terminates When Using Advanced Find and displays PLOutPlg.dll Error
- Matters Default Rate Is Not Added to Time Entries Created in Outlook
- Error 122: Contact Has No Last Name
- Timeslips and PCLaw Terminology
- Time Entries are Posting Error Messages When You Post Time from Amicus to PCLaw through Centralized Posting Feature
- Microsoft Word has Encountered a Problem and Needs to Be Closed
- Microsoft Visual C++ Runtime Error PLRegOle.exe
- Internet Explorer Crashes When the PCLaw program is Open
- Windows Accounting Software for Lawyers has Encountered an Error When Replying to an Email
- Invalid PCLaw Program Files Error
- XML Support Not Detected
- WordPerfect Crashes When You Save a Document
- Unsupported Browser
- PCLaw Reports Produced In Time Matters Give Incorrect Results
- Time Matters Terminates Printing a PCLaw Report
- Processing Large Cost Recovery Files Crashes the PCLaw program
- Page Not Found Error Message Returned Opening a URL Address
- PCLaw Fields are not Updating in Your Word Document
Opening Balances and Lists
- Opening Balances
- The Opening Balances Tab is Missing in the Matter Manager
- Adding Bank Account
- Configuring a Merchant Account
- Assigning a Law Society Number
- Adding a New General Ledger (GL) Account
- Adding Task Codes
- Adding Referral Sources
- Adding Rate Categories
- The List Of Lawyers In PCLaw Has More Lawyers Than The License Allows
Past Due and Interest
[TOP]Payroll
- ADP Demo Page Incorrectly Opens When Opening Payroll
- ADP Payroll Clients - United States
- G/L Accounts Are Not Appearing in ADP Payroll
- Printing Checks for ADP Payroll Clients in the United States
- Using ADP Payroll Work on PCLaw Versions 6, 7, or 8
- Using Direct Deposit for ADP Payroll Clients in the United States
- Using Existing Check Layouts for ADP Payroll
- Creating Your Account for ADP Payroll
Payroll and Additional Tools
- ADP Payroll Clients - United States
- Contact Phone Numbers for ADP
- Creating Your Account for ADP Payroll
- G/L Accounts Are Not Appearing in ADP Payroll
- Printing Checks for ADP Payroll Clients in the United States
- Routing a Call to ADP Payroll Canada
- Using ADP Payroll Work on PCLaw Versions 6, 7, or 8
- Using Direct Deposit for ADP Payroll Clients in the United States
- Using Existing Check Layouts for ADP Payroll
- Restoring or Re-doing Legacy Payroll Data from a Valid PCLaw Backup
- Internet Explorer Script Error: An Error Has Occurred In The Script On This Page Line 1344 Char 3 Object Doesn’t Support This Property Or Method.
- Internet Explorer Script Error: an Error Has Occurred in the Script on this Page Line 884 Char 2 Object Doesn’t Support this Property or Method
- Microsoft Visual C++ Debug Library Debug Error!
- The Previous, Next, and Cancel Buttons Appear as Red Circles with White Text when Using ADP Payroll in PCLaw
- ADP Demo Page Incorrectly Opens When Opening Payroll
- ADP Payroll is Too Slow
- The Lexis Back Office Check Printing Window Appears Every Time ADP Payroll Is Opened
- Payroll Checks Do Not Print the Address for ADPUS Clients
- An Error Occurred While Retrieving Payroll (Employee) Information.
- Error Occurred During the Payroll Import Process
- Print Checks Window for Payroll Always Displays General Bank Account 1
- An Active X Control on this Page Might be Unsafe to Interact with Other Parts of this Page
- Cannot Search the Contents of Legacy Documents
- The PCLaw Program Terminates When Searching for a Word in Legacy Documents
- Adding a Conditional Section with Miscellaneous Heading and Summary Sections to a Billing Template
- Billing Template Sections
- Electronic Billing Layout Templates
- Past Due Notice Templates Contain Invalid Characters
- Summarizing All Expenses Entered with the Same Explanation Code
- Lawyer Overview
- Bank Balances
- Purging Old Entries
- Working with Mark Offsetting A/R as Paid
- Marking Offsetting A/R as Paid
- Changing the Default Entry Date
PCLawTE and PCLaw Modules
- Express Station Manager
- Using the PCLaw License Window
- Downloading and Installing the Satellite Module
- Exporting Data to the Satellite Module
- Importing Data for Use with the Satellite Module
- Satellite Station Manager
- Satellite Station Manager
- Adding a Mobile Device to PCLawTE
- Adding Additional User Licenses to PCLawTE
- Configuring User Settings in PCLawTE
- Downloading and Installing PCLawTE
- Installing PCLawTE on a BlackBerry Using the BlackBerry Desktop Manager
- Installing PCLawTE on a Palm Using the HotSync Manager
- LexisNexis PCLawTE Configuration Utility
- PCLaw Software and Module System Requirements
- Removing a Mobile Device’s User License from PCLawTE
- Removing PCLawTE from a BlackBerry Mobile Device
- Removing PCLawTE from a Palm Mobile Device
- Removing PCLawTE from a Pocket PC Mobile Device
- Time Entry Exceeds 999.99 Hours
- No Additional Applications Designed for Your Device Were Found
- Error 0
- Cannot Load Plctledt.ocx
- There are No Records in the Rate Database
- The Timer Does Not Start From the Value in the Hours Box When Enabled on a Time Entry
- One Or More Item Types Cannot Be Synchronized. Disconnect And Reconnect Your Device
- Error 8009: Application Failed To Respond To A Hotsync Notification Please Check The Palm Desktop For Details
- Synchronization Cannot Be Completed Successfully. Disconnect Your Device And Try Again.
- The Rate Database does not Contain any Records
- The Handheld Device’s List Help Does Not Contain a Particular Matter
- License is Missing or Corrupted
- Cannot Assign G/L Accounts to Expense Recovery Items created in PCLawTE
- Cannot Assign Time Keepers to Expense Recovery Items you created in PCLawTE
- Fatal Error. Main C Line 315. Could Not Launch Application
- Error: You Are Attempting To Install The PCLawTE Software On a Computer Where Handheld Device Software Is Not Installed
- Error: PLTERES.DLL - Abort
- Error: You Have Not Installed The PCLawTE Link Software
- Error: Could Not Initialize Get Contact
- Error: Could Not Retrieve Firm Name
- Error: Windows\Appmgr\Install\AcgPCLawTE.Cab Is Not a Valid Windows CE File
- PCLawTE Calendar Fix
- Downloading and Installing the PCLawTE Patch for BlackBerrys
- Calendar Entries Disappear from your BlackBerry after Synchronizing with PCLawTE
- Error: PLTE Cannot Get PCLaw Books, followed by Error: Ordinal 260
- Terminology for Express and Satellite Is Not Country Specific
Program and Data Maintenance
- PCLaw Firm Maintenance Request Forms
- Admin Password Bypass Request Form
- PPI/Credit Card Processing Application Password Bypass Request Form
- Change PCLaw Firm Type Request Form
- Change PCLaw Accounting Method Request Form
- Reset the PCLaw Accounting Information Request Form
- Reset the PCLaw Accounting and Matter/Client Information Request Form
- Reset the PCLaw Registration Installation Date Request Form
- Change Accounting Start Date Request Form
- Purging Old Entries
- Determining All Users Logged in to PCLaw
- Using the Network Traffic Analyzer
- Using the Network Traffic Analyzer with SQL
- Register OLE Components Utility
- Delete the PCLawSEC files
- Testing the SQL Connectivity
- Hiding the PCLaw Toolbar
- Restoring the Default PCLaw Toolbar
- Customizing the PCLaw Toolbar
- Customizing Quick Step
- Connecting to Multiple Sets of Books
- Backing Up the PCLaw Database Outside of the Program
- Backing Up Data
- Restoring Data
- Automatic Backup of PCLaw When Exiting the Program
- Transferring Data to Another Location
- Moving the PCLaw Database to a New Server
- PCLaw 9.31D Download Instructions
- PCLaw Opportunistic Locking and RFCB Caching
- PCLawTE Calendar Fix
- Downloading and Installing the PCLawTE Patch for BlackBerrys
- Express Station Manager
- Using the PCLaw License Window
- Satellite Station Manager
- Downloading and Installing the Satellite Module
Reports - Accounting Financial Statements
- General Ledger Statement Templates
- Income Statement Templates
- Balance Sheet Templates
- Balance Sheet Does Not Balance Because an Expense Account was Changed to an Asset Account
- Both the Long and Short Term Sections of the Balance Sheet Contain the Liability Account
- Producing Financial Statements
- G/L Reconciliation Report Overview
- Reports That Reconcile to the G/L Reconciliation Report
- Balances Do Not Include All Entries for the Month
- General Ledger (G/L) Budgeting
- G/L Statement Options
Reports - Accounts Payable
- Allocation Listing Overview
- Other Tab Report Options on Allocation Listing
- Reports That Reconcile to the Allocation Listing
- Finding the Payment or Billing Status of Matter Allocations in Accounts Payable
- Finding Total Billed and Unbilled Amounts Allocated by Responsible Lawyer
- Discount Listing Overview
- Reconciling the Discount Listing
- Finding Accounts Payable Discounts Available For Your Firm
- Payable Listing Overview
- Finding Accounts Payable Due For Your Firm
- Reports That Reconcile to the Payable Listing
- Payment Listing Overview
- Reports That Reconcile to the Payment Listing
- Finding Payments That You Enter through Accounts Payable
- The Purchases Journal Overview
- Reports That Reconcile to the Purchases Journal
- Finding all invoices entered through Accounts Payable
- Vendor Ledger Overview
- Reports That Reconcile to the Vendor Ledger
- Finding Total Accounts Payable Purchases for a Specific Period
- Finding Total Accounts Payable Payments for a Specific Period
- Finding All Activity For One Or More Vendors
- Vendor Listing Overview
- 1099 Listing Overview
- Reports That Reconcile to the 1099 Listing
- 1099 Forms
Reports - Accounts Receivable
- Receivables by Client Report - Overview
- Receivables by Client - Other Tab Report Options
- Entries That Appear on the Receivables by Client Report
- Reports That Reconcile to the Receivables by Client Report
- Receivables by Lawyer Report - Overview
- Entries That Appear on the Receivables by Lawyer Report
- Reports That Reconcile to the Receivables by Lawyer Report
- Payment Allocation Listing - Overview
- Payment Allocation Listing - Other Tab Report Options
- Entries That Appear on the Payment Allocation Listing
- Reports That Reconcile to the Payment Allocation Listing
- Finding Total Amount of Payments on Client Invoices
- Finding Who Gets Credit for Fee Income on a Payment
- Interest Calculation Report - Overview
- Entries That Appear on the Interest Calculation Report
- Finding the Interest Rate that You Apply to Invoices
- Finding the Total Interest Due for a Matter
- Finding the Total Interest for Invoices that You Bill in a Month
- Reports That Reconcile to the Interest Calculation Report
Reports - Clients
- The Client Ledger - Overview
- Client Ledger Other Tab Report Options
- Entries That Appear on the Client Ledger
- Reports that Reconcile to the Client Ledger
- Finding Matter Totals and Matter Accounting Information
- Finding Client Totals and Client Accounting Information
- Displaying the Client Address on the Client Ledger
- The Client Ledger Closes Abruptly if You Produce it With the Show Trust Summary By Account Section
- Client Ledger Fails to Reconcile with the Client Summary and Billing Fees Journal
- Client Accounting Ledger Overview
- Entries that Appear on the Client Accounting Ledger
- Reports That Reconcile to the Client Accounting Ledger
- The Client Summary - Overview
- Client Summary - Other Tab Report Options
- Entries That Appear on the Client Summary
- Reports That Reconcile to the Client Summary
- Finding Matters with Unbilled Disbursements That Exceed a Certain Amount
- Finding Active Matters with Zero Balances and no Recent Activity
- Listing all Client Totals in a Single Report
- Listing all Matters with a Retainer Balance in a Single Report
- Overview of Client Fees Listing
- Client Fees Listing - Other Tab Report Options
- Entries that Appear on the Client Fees Listing
- Reports That Reconcile to the Client Fees Listing
- Listing Total Billed Fees for Working Lawyers as a Percentage of Firm Totals
- Finding Unbilled Fees with a Billable Task Code for a Matter
- Finding Unbilled Fees with a Billable Task Code for a Working Lawyer
- Finding Fees with a No Charge or Non-Billable Task Code
- Client Trust Listing Overview
- Client Trust Listing - Other Tab Report Options
- Entries that Appear on the Client Trust Listing
- Reports That Reconcile to the Client Trust Listing
- Identifying Matters That Do Not Have Recent Trust Fund Activity
- Client Trust Ledger - Overview
- Transactions that Appear on the Client Trust Ledger
- Client Trust Ledger - Other Tab Report Options
- Reports That Reconcile to the Client Trust Ledger
- Providing a History of all Trust Transactions for a Matter
- Finding All Cash Receipts with a Value of $10,000 or More
- Finding Transactions that Result in a Negative Trust Balance
- Firm Totals for Client Trust Ledger Displays Incorrect Bank Account Balances
- Work-In-Progress Report - Overview
- Work-in-Progress - Other Tab Report Options
- Entries that Appear on the Work-in-Progress Report
- Reports that Reconcile to the Work-in-Progress Report
- Finding Total Unbilled Fees and Disbursements for Responsible Lawyers
- Finding Total Unbilled Fees and Disbursements for Working Lawyers
- Finding Matters with Unbilled Fees That Exceed a Certain Amount
- Finding Old Unbilled Fees or Disbursements
- Exclude Contingency Matters from the Work-In-Progress Report
- WIP Summary by Responsible Lawyer - Overview
- WIP Summary by Responsible Lawyer - Other Tab Report Options
- Entries That Appear on the WIP Summary by Responsible Lawyer
- Reports That Reconcile to the WIP Summary by Responsible Lawyer
- Closed Files Report - Overview
- Closed Files Report - Other Tab Report Options
- Entries That Appear on the Closed Files Report
- File Location Report Overview
- File Location Report - Other Tab Report Options
- Entries that Appear on the File Location Report
- The List of Clients - Overview
- List of Clients - Other Tab Report Options
- Entries That Appear on the List of Clients Report
- Reconciling the List of Clients Report
- Matter Status Report Overview
- Entries That Appear on the Matter Status Report
- Reports That Reconcile to the Matter Status Report
- Client and Matter Change Log Overview
- Entries That Appear on the Client and Matter Change Log
- Disbursement Analysis and Interest Report Overview
- Entries That Appear on the Disbursement Analysis and Interest Report
- Reports That Reconcile to the Disbursement Analysis and Interest Report
- Hard and Soft Cost Analysis Report Overview
- Entries That Appear on the Hard and Soft Cost Analysis Report
- Reports That Reconcile to the Hard and Soft Cost Analysis Report
- Disbursement History Report Overview
- Entries That Appear on the Disbursement History Report
- Reports That Reconcile to the Disbursement History Report
- Negative Expense Recovery Displayed on Hard and Soft Cost Analysis
- The Report Document Specified Is Not Valid
- Partner Alert Overview
- Entries That Appear on the Partner Alert
- Reports That Reconcile to the Partner Alert Report
Reports - Customizing Reports
- Limiting the Report by Lawyer or Type of Law
- Limiting the Report by Matter Status
- Limiting the Report to Selected Matters or Clients
- Matters Tab Overview
- Layout Tab Overview
- Modifying the Report Layout
- Using the Template Drop-Down Option
- Sort By Options
- Report Output Options
- Reports that Download in Excel 97 Format
- View Transaction Details on a Report
- Customizing PCLaw Reports
- Adding Data Fields to a Custom Report
- Adding Formula Fields to a Custom Report
- Changing Data Fields on a Custom Report
- Changing Report Field and Column Properties
- Changing the Report Font Does Not Change the Font on the Reports
- Creating, Changing, or Removing a Custom Report Layout
- Removing Data Fields on a Custom Report
- Running a Custom Report
Reports - Journals
- General Bank Journal Overview
- General Bank Journal - Other Tab Report Options
- General Bank Journal - Common Tab Report Options
- Transactions That Appear on the General Bank Journal
- Reports that Reconcile to the General Bank Journal
- The General Bank Journal Balance is Wrong but the G/L Balance is Correct
- The Trust Bank Journal Overview
- Trust Bank Journal - Common Tab Report Options
- Trust Bank Journal - Other Tab Report Options
- Transactions That Appear on the Trust Bank Journal
- Reports that Reconcile to the Trust Bank Journal
- Trust Bank Matter-to-Matter Transfer Journal Overview
- Transactions That Appear on the Trust Bank Matter-to-Matter Transfer Journal
- Finding the Outstanding Balance for Single Invoice
- Finding the Total Amount Outstanding or Accounts Receivable Balance for a Matter
- Finding the Total Amount Outstanding or Accounts Receivable Balance for a Client
- Finding the Total Amount Outstanding or Accounts Receivable Balance for a Responsible Lawyer
- Finding the Total Amount Outstanding or Accounts Receivable Balance for the Firm
- Entries That Appear on the Billing (Fees) Journal
- Reports that Reconcile to the Billing (Fees) Journal
- The Invoice Journal - Overview
- Invoice Journal - Other Tab Report Options
- Entries that Appear on the Invoice Journal
- Finding the Last Invoice Number
- Finding the Total Fees for Each Fee Credit Lawyer on Invoices with Multiple Lawyers
- Reports That Reconcile to the Invoice Journal
- Write Up/Down Journal - Overview
- Entries that Appear on the Write Up/Down Journal
- Reports That Reconcile to the Write Up/Down Journal
- Finding Write Ups and Write Downs by G/L Account
- Finding Fee Write Offs By Fee Credit Lawyer
- Viewing a Remittance Check on the GST Journal
- GST Journal
- Entries That Appear on the Sales Tax Journal
- Finding the Sales Tax Amount to Remit
- Client Costs Journal Overview
- Client Costs Journal Other Tab Report Options
- Entries That Appear on the Client Costs Journal
- Reports That Reconcile to the Client Costs Journal
- Finding All Client Expenses that You Enter Through Accounts Payable for a G/L Account
- Finding All Expense Recovery Entries for a Matter
- Summarizing all Expenses by Responsible Lawyer
- Finding Client Expenses with a Specific Explanation Code
- General Journal - Overview
- Entries That Appear on the General Journal
- General Bank Missing Checks Journal Overview
- General Bank Missing Checks Journal Options
- General Bank Missing Checks Journal Entries
- Reconciling the General Bank Missing Checks Journal
- The Trust Bank Missing Checks Journal Overview
- Trust Bank Missing Checks Journal Options
- Trust Bank Missing Checks Journal Entries
Reports - Other Reports
- Transaction Levy Detail
- Reports That Reconcile to the Transaction Levy Detail
- Newfoundland and Labrador Transaction Levy Detail
- Reports That Reconcile to the Newfoundland and Labrador Transaction Levy Detail
- Transaction Levy Summary
- Newfoundland and Labrador Transaction Levy Summary
- Reports That Reconcile to the Newfoundland and Labrador Transaction Levy Summary
- Trust Administration Fee Detail
- Reports That Reconcile to the Trust Administration Fee Detail
- Trust Administration Fee Summary
- Reports That Reconcile to the Trust Administration Fee Summary
- Trust Administration Fee Eligibility
- Reconciling the Trust Administration Fee Eligibility
- Transaction Levy Volume (Volume Surcharge Summary)
- Reconciling the Transaction Levy Volume
- Appointment Listing Overview
- Reconciling the Appointment Listing
- Appointment Schedule Overview
- Reconciling the Appointment Schedule
- Reconciling the Contact Listing
- Research Listing Overview
- Reconciling the Research Listing
- Finding All Research that You Complete for a Matter
- Finding All Research by a Specific User
- Finding All Memos or Descriptions about Research Items
- Cash Flow Planner Overview
- Entries That Appear on the Cash Flow Planner
- Reports That Reconcile to the Cash Flow Planner
- Credit Card Listing Overview
- Reconciling the Credit Card Listing
- Report Groups Overview
- Adding a Report Group
- Modifying a Report Group
- Copying a Report Group
- Removing a Report Group
Reports - Productivity
- Collection Summary Overview
- Entries That Appear on the Collection Summary
- Reports That Reconcile to the Collection Summary
- Fees Collected Summary Overview
- Entries That Appear on the Fees Collected Summary
- Reports That Reconcile to the Fees Collected Summary
- Client WIP, Billing, & Collection Summary Overview
- Client WIP, Billing, & Collection Summary - Other Tab Report Options
- Entries That Appear on the Client WIP, Billing, & Collection Summary
- Reports That Reconcile to the Client WIP, Billing, & Collection Summary
- Lawyer WIP, Billing, & Collection Summary Overview
- Entries That Appear on the Lawyer WIP, Billing, & Collection Summary
- Reports That Reconcile to the Lawyer WIP, Billing, & Collection Summary
- Billing by Lawyer Report Overview
- Reports That Reconcile to the Billing by Lawyer Report
- Fee Adjustments Report Overview
- Defining Fee Adjustments and Entries That Appear on the Fee Adjustments Report
- Fee Allocation Summary Overview
- Entries That Appear on the Fee Allocation Summary
- Reports That Reconcile to the Fee Allocation Summary Report
- Fees Due by Lawyer Report Overview
- Entries That Appear on the Fees Due by Lawyer Report
- Firm Cash & Fee Summary Overview
- Entries That Appear on the Firm Cash & Fee Summary
- Reports that Reconcile to the Firm Cash & Fee Summary
- Billable Time Summary by Working Lawyer Overview
- Entries That Appear on the Billable Time Summary by Working Lawyer
- Reports That Reconcile to the Billable Time Summary by Working Lawyer
- Billable Time Summary by Working Lawyer - Other Tab Report Options
- Summarizing the Total Billable Time for a Single Matter by Working Lawyer
- Finding Matters with Unbilled Time for Specific Working Lawyer
- Billing Realization Report - Overview
- Listing Actual Realized Fees Billed and Effective Billing Rate by Matter
- Ranking Lawyers and Types of Law by Effective Rate and Realized Dollars
- Reports That Reconcile to the Billing Realization Report
- Listing Actual Realized Fees Billed and Effective Billing Rate By Client
- Comparative Time Analysis Report - Overview
- Comparative Time Analysis - Other Tab Report Options
- Reports that Reconcile to the Comparative Time Analysis Report
- Daily Time Summary - Overview
- Reports that Reconcile to the Daily Time Summary Report
- Ensuring All Timekeepers Enter Their Time in PCLaw
- Review Time for All Timekeepers before Mass Billing
- Comparing Billable and Non-billable Time for All Timekeepers
- Time Listing - Overview
- Time Listing - Other Tab Report Options
- Reports that Reconcile to the Time Listing Report
- Producing a Hard Copy Report of Time Entered from Time Sheets
- Listing Time and Fee Entries by Working Lawyer
- Listing Held Charges by Working Lawyer
- Time Summary - Overview
- Time Summary - Other Tab Report Options
- Reports that Reconcile to the Time Summary Report
- Showing Total Billed and Unbilled Time Entered By Type Of Law
- Showing Total Billed and Unbilled Time Entered By Working Lawyer
- Showing Total Billed And Unbilled Time Entered By Task Code
- Time Utilization Analysis - Overview
- Reports that Reconcile to the Time Utilization Analysis Report
- Review Monthly Productivity by Task for Each Timekeeper
- Review Monthly Productivity for Workload Allocation
- Review Monthly Productivity For The Firm Over A 12 Month Period
- Unbilled Time & A/R Summary by Working Lawyer Overview
- Summarizing Working Lawyer and Responsible Lawyer Unbilled Time and A/R Amounts
- Listing Matters with Unbilled Time and Uncollected Fees by Client
- Listing Unbilled Time and Uncollected Fees By A Working Lawyer
- Reasons that the Unbilled Time & A/R Summary by Working Lawyer does not Reconcile
- Matters Opened Summary - Overview
- Entries that appear on the Matters Opened Summary
- Reports that Reconcile to the Matters Opened Summary
- View the Number of Matters Opened by Type of Law Over the Last 12 Months
- View the Number of Matters Opened by Lawyer Over the Last 12 Months
- View the Number of Matters Opened by Referral Type Over the Last 12 Months
- Productivity By Client Report - Overview
- Entries that Appear on the Productivity by Client Report
- Listing Top 10 Clients by Total Amount Paid to the Firm
- Listing Top 10 Clients with the Highest Unbilled Fees
- Listing Top 10 Clients with the Most Trust Money on Deposit
- Listing Top 10 Clients that Owe the Most Money to the Firm
- Entries That Appear on the Lawyer Budgeting Report
- Reports that Reconcile to the Lawyer Budgeting Report
- Compare Budgeted vs. Actual Hours and Dollars
- Review Lawyer Budget Figures
System Settings
- No Trust Entries Before Option--Australian Firms
- Automatically Allocate Payments to the Appropriate G/L Accounts
- Specifying the Order in which Payments are Applied to Taxes, Disbursements, and Fees
- Preventing Trust Transactions from Resulting in a Negative Trust Balance for a Matter
- Enable Auto Track Time Reduction to Record the Hours Reduced
- Enabling the Electronic Billing in the System Settings
- Enabling the Allow Trust-to-General Transfer of Fee WIP Feature
- Printing Trust Checks and General Receipts
- Enabling the Deposit Slips Feature
- Setting a Default Trust Bank Account
- Displaying an Originating Bank box on General and Trust Receipt Windows
- Enabling the Ask for Originating Bank Feature
- Saving Checks to Print in a Batch
- Changing the Body of a Quick Check Layout
- Enabling Sales Tax (PST) for the Firm
- Enabling the Post Input Tax Credit to G/L Feature
- Configuring Amount Quoted Against
- Preventing a User from Changing the Default Check Number
- A Billing Template Is Not Selected for Matter Bill Settings
Template Editor
- Billing Template Sections
- Adding a Conditional Section with Miscellaneous Heading and Summary Sections to a Billing Template
- Summarizing All Expenses Entered with the Same Explanation Code
The Register
- Overview of the PCLaw Register
- The Register A/P Tab
- The Register General Tab
- Changing the GST Code on a GST Remittance Check
- Changing the Remittance Period on a Remittance Check
- Setting Group Security Rights to the General Tab on the Register
- The Register Expense Tab
- The Register Appointments Tab
- The Register Ledger Tab
- The Register Trust Tab
- The Register Time Tab
- The Register Matter Tab
- The Register Invoice Tab
- Some Tabs in the Register and Matter Manager Are Not Available
- This Entry Cannot Be Changed
- Void / NSF Button Disabled
- Columns Cannot Be Dragged to a Different Location
- Cannot Void Bank to Bank Transfer in the Register
- Do Not Have Access To Correct Entries Functions In Admin
- Columns Cannot Be Moved
Time, Fees, and Expenses
- Disbursements
- Time and Fee Entries
- Adding Task Codes
- Adding Rate Categories
- Enable Auto Track Time Reduction to Record the Hours Reduced
- Columns Cannot Be Dragged to a Different Location
- Trust Administration Fee for British Columbia
- Transaction Levy
- Quick Timer Pauses for a Few Seconds
- Quick Timer Does Not Open
- The Timer Does Not Start From the Value in the Hours Box When Enabled on a Time Entry
- Cancel Printing from the Additional Payee Information Window Records the Entry
- Recurring Receive Payment Entries Appear as Firm Receipts
- If You Hide Either the Rate or Hours Fields, the Time Sheet Automatically Hides the Amount Field
- Entry Is in a Closed Period and Cannot be Changed
- Delay Post Entries are Lost After Upgrading PCLaw
- Spell Check Does Not Ignore the Second Instance of Wrong Spelling in Same Explanation
Troubleshooting
- Archiving a Matter Crashes PCLaw
- Screen Resolution of 800 X 600 (Or Better) Is Required
- PCLaw Hangs When You Log in to a Set of Books Stored on a Server Running Windows Vista
- The Select Set of Books Window Does Not Display the Actual Set of Books
- The Printer Setup Feature is not Available from the File Drop-Down Menu
- Toolbar Reappears if Hidden during a Previous Session
- The Quickstep Menu Appears Blank When You Log in as a Different User at the Same Workstation
- Not Classified Type Displayed on Labels
- No Matters Listed When You Mass Archive Matters
- Cannot Set A4 as the Default Paper Size
- Changes Are Written to the First Matter Only in Global Change Matters
- Entering Nickname in Renumber Matter/Client Produces No Results
- Other Address Information Box for Country Does Not Copy
- Vendor Status Is Not Saved When You Select Vendor In Paid To Pop Up Help
- PCLaw Freezes Temporarily When You Launch on Multiple Workstations Simultaneously
- Phone Messages Contain Extra Characters
- The Copy Address Button Ignores the E-mail and Phone Number Fields
- PCLaw Opens in a Window with Small Icons and Maximizing the Window does not Correct the Issue
- Multiple Users do not see the PCLaw Books on a Windows Vista Workstation
- Logging into PCLaw with the Correct Password but Nothing Happens when Clicking OK
- Exported Contacts Include Deleted Contacts
- Important Note for PCLaw Versions 9.31a or 9.31b Customers
- Installing or Updating PCLaw Causes the Workstation to Reboot During the Installation or Update
- The Opening Balances Tab is Missing in the Matter Manager
- The Matter Manager Notes Tab Does Not List New Notes
- Some Tabs in the Register and Matter Manager Are Not Available
- Custom Tab Yes/No Fields Display 1 or 0 on Printouts
- Zip Code Box Is Left Blank When You Change the Matter Billing Address
- The QDocs Button is not on the Matter Manager Toolbar
- The Copy Address Button Copies the City Twice
- The Browse Button in the Manager Modules Does Not Save the Output File to the Selected Location
- PCLaw Closes When You Try to Use Keyboard Arrows in Matter Manager
- Quick Timer Pauses for a Few Seconds
- Quick Timer Does Not Open
- The Timer Does Not Start From the Value in the Hours Box When Enabled on a Time Entry
- Cancel Printing from the Additional Payee Information Window Records the Entry
- Recurring Receive Payment Entries Appear as Firm Receipts
- If You Hide Either the Rate or Hours Fields, the Time Sheet Automatically Hides the Amount Field
- Delay Post Entries are Lost After Upgrading PCLaw
- Spell Check Does Not Ignore the Second Instance of Wrong Spelling in Same Explanation
- Matters with New Charges Do Not Print at Billing
- Pre-Bills Print with a Zero Balance
- Payment Section Does Not Appear in Final Quick Bill
- The Edit Disk Image Feature is not Available from the Billing Drop-Down Menu
- Retainers Auto Allocate at Billing Regardless of Setting Selection
- Fees Do Not Appear on the Billing Fees Journal or the Client Summary and Taxes for Fees Are Not Calculated
- Bank Reconciliation and BillFlow Windows do not Respond Properly When Using Dual Monitors
- Taxes Doubled on Disbursements
- Creating an Invoice for a Split Matter Causes the Invoice Number to Increase By Two
- PCLaw Creates a Negative One Cent Sales Tax Amount
- Advanced Option Tabs Are Duplicated on the Bill Selections Window
- Receiving a Payment in Quick Bill does not Apply the Correct Receipt Number
- Past Due Notice Templates Contain Invalid Characters
- Cannot Void Bank to Bank Transfer in the Register
- 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
- Credit Card Transaction Does not Post
- Credit Card Entries are Ignored on Deposit Slips
- Deposit Slips List Displays Zero Amounts for Reprinted Deposit Slips
- Void / NSF Button Disabled
- Columns Cannot Be Dragged to a Different Location
- Columns Cannot Be Moved
- Firm Totals for Client Trust Ledger Displays Incorrect Bank Account Balances
- The Client Ledger Closes Abruptly if You Produce it With the Show Trust Summary By Account Section
- Changing the Report Font Does Not Change the Font on the Reports
- Negative Expense Recovery Displayed on Hard and Soft Cost Analysis
- Client Ledger Fails to Reconcile with the Client Summary and Billing Fees Journal
- Cannot Print PCLaw Reports to the Printer or from the Report Window
- GL Account out of Balance with its Corresponding Journal
- The General Bank Journal Balance is Wrong but the G/L Balance is Correct
- Budget Entries are Not Saved and Related Reports Return Zero Values
- Balance Sheet Does Not Balance Because an Expense Account was Changed to an Asset Account
- Balances Do Not Include All Entries for the Month
- The Retrieve From Window Does Not Open
- Both the Long and Short Term Sections of the Balance Sheet Contain the Liability Account
- Printing a List of G/L Accounts Crashes PCLaw
- G/L Functions and Financial Statements Truncate Bank Account Names to 20 Characters
- The Calculated and Actual Bank Journal Balances Do Not Reconcile
- Some Deposit Slips Do Not Display on the Mark Items Window
- Bank Reconciliation and BillFlow Windows do not Respond Properly When Using Dual Monitors
- Bank Reconciliation Report Is Reprinted for All Dates
- The MTD Box on the Time Tab of the Calendar Is Blank for the Month of February
- Appointments Can Be Deleted By Users With Only View Access for the Calendar
- A Time Entry from the Calendar Posts Multiple Times
- To Do Entries Always Appear
- New Appointment Is Not Created When You Use Linked Date
- Appointments Dated February 29 of a Leap Year Do Not Appear on the Calendar
- Save to Matter Option on the PCLaw Toolbar Opens the Wrong Window
- Cannot Record Emails from Outlook to PCLaw
- Previous Contacts are not being Transferred between Outlook and PCLaw
- The Business Address in Microsoft Outlook links to the Contact Address in PCLaw
- Recurring Events Synchronized from Microsoft Outlook Appear as Single Appointments in PCLaw
- Removing a Contact from PCLaw does not Remove the Contact from Microsoft Outlook
- PCLaw ToDos not Appearing in Microsoft Outlook
- Microsoft Outlook Tasks not Appearing in PCLaw
- Outlook Terminates When the PCLaw Timer Is Enabled in Outlook
- Task Code is Blank When Selecting Matters in Outlook
- Matter Selected in Outlook Displays a Series of Question Marks
- Outlook Terminates When Using Advanced Find and displays PLOutPlg.dll Error
- Matters Default Rate Is Not Added to Time Entries Created in Outlook
- Timeslips and PCLaw Terminology
- Time Entries are Posting Error Messages When You Post Time from Amicus to PCLaw through Centralized Posting Feature
- Internet Explorer Crashes When the PCLaw program is Open
- Lawyers and Rates do not Transfer from Amicus to PCLaw
- Windows Accounting Software for Lawyers has Encountered an Error When Replying to an Email
- WordPerfect Crashes When You Save a Document
- PCLaw Reports Produced In Time Matters Give Incorrect Results
- Time Matters Terminates Printing a PCLaw Report
- Processing Large Cost Recovery Files Crashes the PCLaw program
- PCLaw Fields are not Updating in Your Word Document
- The Font Size in PCLaw Is Too Large and Scroll Bars Do Not Belong on the Screen
- The Handheld Device’s List Help Does Not Contain a Particular Matter
- Cannot Assign G/L Accounts to Expense Recovery Items created in PCLawTE
- Cannot Assign Time Keepers to Expense Recovery Items you created in PCLawTE
- PCLawTE Calendar Fix
- Downloading and Installing the PCLawTE Patch for BlackBerrys
- Calendar Entries Disappear from your BlackBerry after Synchronizing with PCLawTE
- Terminology for Express and Satellite Is Not Country Specific
- The PClaw Timer Stops Automatically When the Power Shuts Off
- The Previous, Next, and Cancel Buttons Appear as Red Circles with White Text when Using ADP Payroll in PCLaw
- ADP Demo Page Incorrectly Opens When Opening Payroll
- ADP Payroll is Too Slow
- The Lexis Back Office Check Printing Window Appears Every Time ADP Payroll Is Opened
- Payroll Checks Do Not Print the Address for ADPUS Clients
- Print Checks Window for Payroll Always Displays General Bank Account 1
- Cannot Search the Contents of Legacy Documents
- The PCLaw Program Terminates When Searching for a Word in Legacy Documents
- Contents of the PCLaw.cfg File
- PLREGOLE Crashes When You Register Any of Its Components
- PCLaw Terminates When it Reindexes the Global Search Index
- The Network Analyzer feature is not available
- Satellite Expense Entries Are Not Imported into the Host Station
- User Rights Problems after Upgrading SQL Database to Version 9
