Best Practices for Juris Accounts Receivable (09/11/2014-09/11/2014)

Seats Available: 12

  • Class: Best Practices for Juris Accounts Receivable (09/11/2014-09/11/2014)
  • Date: 09/11/2014-09/11/2014
  • Time: 10:00am EST- 12:00pm EST
  • Class Type: Virtual Training
  • Registration End: 09/09/2014

Description

If you’ve been using Juris and Juris Suite to set up clients, record time, post cash receipts and run conflict/client inquiries for any length of time, you will come across tricks and tools that make your daily processing easier. Come to this 2-hour Instructor-led session designed to evoke a tips and tricks discussion among participants. AR best practices will be shared by the Instructor to help improve efficiency, and hands-on practice of those tips also be incorporated. Topics include:

Client/Matter Setup 

  • Locating Clients and Matters 
  • Propagate Changes 
  • Billing and UDF Fields 
  • Notecard Templates 
  • Clients for HR and Prospects

Time and Expenses 

  • Preferences 
  • “Up One Level” To Post 
  • Juris Suite- Compliance Rules 
  • Juris Suite- Customize Grid 
  • Juris Suite- Active Matters Only

Cash Receipts and Credit Memos 

  • Enter Only The Bill # 
  • Cash Wizard 
  • Zoom 
  • Deleting Fields vs. Rows   
  • Recover a Write-Off

Client/Matter and Conflict Inquiries 

  • Client/Matter- Check # in Payor Field 
  • Client/Matter- Sort, Export, View Bill and Timekeeper Options 
  • Conflict Inquiry- Boolean Logic 
  • Juris Suite Client/Matter- Additional Features 
  • Juris Suite Conflict- Additional Features
Price: $250.00 Add To Cart{"prodid": "14113","type":"class","course":"1001"}Select Quantity

Class Information

    Come to this 2-hour Instructor-led session designed to evoke a tips and tricks discussion around accounts receivable.

Prerequisites