Add Entry FAQ

Operating retainers are not allowed on this file.

The above message usually generates when you are entering an over payment for an invoice from a client or creating a transfer where there is no Account Receivable, and the Operating Retainer is not enabled. To continue with the transaction, you will need toggle on "I acknowledge that I understand the consequences of continuing and that may be overriding the firm's policy regarding this entry" or cancel the transaction if you don't wish to proceed.

How to pay an outstanding invoice using Operating Retainer?

1. Go to Add Entry > Transfer.
2. Enter the Date.
3. Enter the Amount.
4. Select the same bank account where the retainer is recorded under From Account and To Account.
5. Type the same file and client number under Transfer From and Transfer To
6. Click the Select Invoices button.
7. Checkmark the invoice(s) to apply payment.
8. Click Ok.
9. Click Save.

How do I delete a transfer created in the transfer tab?

1. Access the file under File Manager > Ledger tab.
2. Locate the transfer entry.
3. Click the pen icon to open it.
4. Click the Delete button.
5. Click Yes to confirm that you want to delete the entry.

How do I delete a transfer that was created at the time of billing?

1. Access the file under File Manager > Ledger tab.
2. Locate the invoice that the transfer was applied to.
3. Click the trashcan next to the invoice.
4. Refresh the report.
5. Locate the transfer entry.
6. Click the pen icon to open it.
7. Click the Delete button.
8. Click Yes to confirm that you want to delete the entry.

The following Vendor has an outstanding payable that was billed to a file this payment is affecting: [Vendor] 

This message usually appears when you try to receive a payment on a client invoice and part of that invoice is an unpaid AP. The entry will still be saved; this is just as a reminder that the AP is still unpaid.

How do I change the date that auto populates on the Time/Fees tab to a different date other than today's date?

Change the entry date at the top right corner.

Unable to Save Entries

Sometimes, you might find that the Save button is grayed out or you're unable to post entries in Legal Accounting. This can happen with new contacts, files, time or fee entries, expenses, checks, receipts, payables, and journal entries.

When this occurs, it's usually because either:

• You've missed a required field that needs to be filled in.

• There is a caching issue with your browser.

To fix this, try the following steps:

1. Click the Cancel button at the bottom of the page.

2. Look for any red lines—these are indicators for required fields that you must fill out.

How to reset the contact number and/or file number format or order?

If you need to reset or change the current contact or file number when trying to create a new one, you have to overwrite the automatically populated number, save the contact or file and the system will continue from that new order.