Amicus Small Firm Accounting enables you to record Client name and contact information including address, phone numbers, email addresses and matter descriptions. You can also enter notes on the File, billing contacts and diary report items. This information is entered in the Client Matter Details screen. With the exception of the Client Matter ID (which uniquely identifies the File and cannot be changed) you can edit all the Client File information at any time.
Transactions that can be posted to a Client File include fees for services rendered (time entry); Client expenses such as photocopies, courier charges, and medical bills, Accounts Receivable invoices and payments, and trust receipts and checks. To post time, choose Time, New Time Entry. To post Client expenses (disbursements), choose Expenses, New Expense Entry. To post invoices, choose Billing, Create Bills. To post receipts of payment, choose Receipts, Receipts. To post receipts of trust funds choose Trust, Receipts, and to post trust checks, choose Trust, Trust Checks.
You can also post time, expense and Accounts Receivable write-offs, trust transfers, time and expense transfers, trust transfers to pay A/R, interest, and firm checks.
For information on a specific posting function, look up its name in the online Help's index.
