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Combined display of all available logs of ContactsLaw Documentation. You can narrow down the view by selecting a log type, the username (case-sensitive), or the affected page (also case-sensitive).

10:33, 17 May 2024 Katrina Hechanova talk contribs created page File:Step 6 - Create Invoice.png
10:33, 17 May 2024 Katrina Hechanova talk contribs uploaded File:Step 6 - Create Invoice.png
10:33, 17 May 2024 Katrina Hechanova talk contribs created page File:Step 5 - Create Invoice.png
10:33, 17 May 2024 Katrina Hechanova talk contribs uploaded File:Step 5 - Create Invoice.png
10:28, 17 May 2024 Katrina Hechanova talk contribs created page File:Step 4 - Create Invoice.png
10:28, 17 May 2024 Katrina Hechanova talk contribs uploaded File:Step 4 - Create Invoice.png
10:27, 17 May 2024 Katrina Hechanova talk contribs created page File:Step 3 - Create Invoice.png
10:27, 17 May 2024 Katrina Hechanova talk contribs uploaded File:Step 3 - Create Invoice.png
10:27, 17 May 2024 Katrina Hechanova talk contribs created page File:Step 2 - Create Invoice.png
10:27, 17 May 2024 Katrina Hechanova talk contribs uploaded File:Step 2 - Create Invoice.png
10:26, 17 May 2024 Katrina Hechanova talk contribs created page File:Step 1 - Create Invoice.png
10:26, 17 May 2024 Katrina Hechanova talk contribs uploaded File:Step 1 - Create Invoice.png
16:03, 16 May 2024 Katrina Hechanova talk contribs created page How-To:Time (Created page with "== How to view “Time” == 1. Open the app and go to the 'Billing' section. Click the arrow, then select "Time". 2. Here, you will find the recorded times along with their respective dates, matters, descriptions, and durations.")
16:02, 16 May 2024 Katrina Hechanova talk contribs created page How-To:Sales (Created page with "== How to view “Sales” == 1. Open the app and go to the 'Billing' section. Click the arrow, then select "Sales". 2. You can input the financial year you want to see, add a workgroup and a member, and click the box to include the previous year or use whole dollars.")
15:59, 16 May 2024 Katrina Hechanova talk contribs created page Creditor payments by direct debit (Created page with "== Why don't creditor payments by direct debit behave like other direct debits? == Typically, direct debit payment transactions in ContactsLaw operate by prompting the user for an amount which, if matched to a template, selects the appropriate pro-forma direct debit and populates the remainder of the form. In this respect, it can said that direct debits are amount-driven (compared to most other general transactions, which are account-driven). Creditor payments, however,...")
15:57, 16 May 2024 Katrina Hechanova talk contribs created page Cancel disbursement cheque (Created page with "== How can I cancel a disbursement cheque or remove a stale cheque? == Most cheques in ContactsLaw can be cancelled at any time unless they have been reconciled. The cancellation process involves posting a separate cancellation transaction which negates the effect on the account(s). However, disbursement cheques (transaction number prefix DP) cannot be cancelled in this way if they have been billed or written off. The cancellation transaction would alter the disbursem...")
15:57, 16 May 2024 Katrina Hechanova talk contribs created page Missing control account (Created page with "== Why am I prompted to create an account when starting some activities? == ContactsLaw uses controlled accounts to make automatic decisions about which accounts to post special types of transactions (such as debtor receipts or bills) to. Since these controlled accounts are used as the basis for certain types of reports, statistics and listings within the program, the activity cannot function properly without them. When starting an activity that requires a particular...")
15:56, 16 May 2024 Katrina Hechanova talk contribs created page Sharing bank accounts (Created page with "== How can I share a bank account between two or more subsidiary companies? == Each subsidiary company in ContactsLaw has its own, independent chart of accounts. This makes it possible to produce separate financial reports, correctly reconcile accounts and more. However, there are some operational circumstances where a subsidiary company may share a bank account with the practice, or other subsidiaries. The solution to this problem is two-fold: Firstly, create a loan...")
15:55, 16 May 2024 Katrina Hechanova talk contribs created page Cash vs accruals (Created page with "== How does ContactsLaw handle cash and accrual accounting?== ContactsLaw supports both cash and accrual accounting, with the ability to independently govern how GST is accounted for. With respect to GST accounting, the accounting method (cash or accrual) determines how GST transactions are posted to the chart of accounts: *In cash mode (the default), bills and creditor journals post GST to the Provision for GST controlled account. Debtor receipts and creditor paymen...")
15:54, 16 May 2024 Katrina Hechanova talk contribs created page Transaction stuck in pending state (Created page with "== Why is my transaction stuck in a pending state (grey)? == This problem may arise when a transaction is initially posted using a payment method which uses transaction aggregation (e.g. cash to be banked) and is subsequently changed to a payment method which is processed separately (e.g. petty cash). This may be due to a member incorrectly posting the transaction or a change of mind in regards as to how the funds are to be treated. Ordinarily, posting a receipt or pay...")
15:53, 16 May 2024 Katrina Hechanova talk contribs created page Aged debtors total (Created page with "== Why is the aged debtors total different to the balance on the debtors account? == The aged debtors report displays the outstanding balances for clients/files and breaks down the amounts owing according to their age. The total amount owing/owed appears in the Total column. The sum of the values in this column is displayed at the bottom of the report. This figure is not the same as the balance on the debtors controlled account, which may include other non-file transac...")
15:52, 16 May 2024 Katrina Hechanova talk contribs created page Disbursements balance (Created page with "== Why is the balance on the disbursements ledger exclusive of GST? == The disbursements view of the Ledgers tab for a file shows the balanced on the Unrendered Disbursements controlled account, relative to that particular file. Disbursement payments and journals credit an asset or liability account and debit both the disbursements controlled account and the relevant GST account. The amounts debited to the disbursements account are, therefore, inherently exclusive of G...")
15:49, 16 May 2024 Katrina Hechanova talk contribs created page Entering GST amounts (Created page with "==How do I change a GST figure without overwriting the Net figure?== ContactsLaw uses a consistent set of rules to calculate the GST figure in situations where the user is presented with Net, GST and Total columns; e.g. transaction line items, anticipated disbursements, etc. *Entering a Net figure will cause the GST figure to be recalculated (according to the configured tax rate). This will update the Total figure to (Net+GST). *Entering a Total figure will cause the G...")
15:46, 16 May 2024 Katrina Hechanova talk contribs created page Maximum amount allowed on trust transfers (Created page with "==Debtor receipts allow me to record overpayments (i.e. where the receipted funds are greater than the amount owing on the file), but trust transfers do not. Why?== The trust transfer is a one-way transaction that moves funds from trust to general. You cannot transfer more than the available balance on trust and, likewise, you cannot transfer more than the outstanding debtor balance on the file. ContactsLaw only permits trust transfers up to and including the amount tha...")
15:44, 16 May 2024 Katrina Hechanova talk contribs created page Debtor receipts allow me to record overpayments, but trust transfers do not. Why? (Created page with "==Debtor receipts allow me to record overpayments (i.e. where the receipted funds are greater than the amount owing on the file), but trust transfers do not. Why?== The trust transfer is a one-way transaction that moves funds from trust to general. You cannot transfer more than the available balance on trust and, likewise, you cannot transfer more than the outstanding debtor balance on the file. ContactsLaw only permits trust transfers up to and including the amount tha...")
14:48, 16 May 2024 Katrina Hechanova talk contribs created page FAQS (FAQS)
14:16, 16 May 2024 Katrina Hechanova talk contribs created page How-To:Recovery (Created page with "== How to view “Recovery” == # Open the app and go to the ''''Billing'''<nowiki/>' section. Click the arrow, then select "'''Recovery'''".none|thumb|500x500px # Input the '''financial year''' you want to see.none|thumb|500x500px # Add a '''workgroup''' and a '''member'''.none|thumb|500x500px # Click the box to include the '''previous year''' or view in '''whole dollars'''....") Tag: Visual edit
14:16, 16 May 2024 Katrina Hechanova talk contribs created page File:Step 4 - Recovery.png
14:16, 16 May 2024 Katrina Hechanova talk contribs uploaded File:Step 4 - Recovery.png
14:15, 16 May 2024 Katrina Hechanova talk contribs created page File:Step 3 - Recovery.png
14:15, 16 May 2024 Katrina Hechanova talk contribs uploaded File:Step 3 - Recovery.png
14:14, 16 May 2024 Katrina Hechanova talk contribs created page File:Step 2 - Recovery.png
14:14, 16 May 2024 Katrina Hechanova talk contribs uploaded File:Step 2 - Recovery.png
14:14, 16 May 2024 Katrina Hechanova talk contribs created page File:Step 1 - Recovery.png
14:14, 16 May 2024 Katrina Hechanova talk contribs uploaded File:Step 1 - Recovery.png
14:09, 16 May 2024 Katrina Hechanova talk contribs created page How-To:External Orders (Created page with "== How to view “External Orders” == # Open the app and go to the '<nowiki/>'''Billing'''<nowiki/>' section. Click the arrow, then select '''<nowiki/>'External Orders''''.none|thumb|500x500px # Add a '''date range''' — customize it for a day, week, month, quarter, year, or a specific custom date.none|thumb|500x500px # Add a provider to view the ‘'''External Orders'''’ list.File:Step 3...") Tag: Visual edit
14:08, 16 May 2024 Katrina Hechanova talk contribs created page File:Step 3 - External Orders.png
14:08, 16 May 2024 Katrina Hechanova talk contribs uploaded File:Step 3 - External Orders.png
14:08, 16 May 2024 Katrina Hechanova talk contribs created page File:Step 2 - External Orders.png
14:08, 16 May 2024 Katrina Hechanova talk contribs uploaded File:Step 2 - External Orders.png
14:08, 16 May 2024 Katrina Hechanova talk contribs created page File:Step 1 - External Orders.png
14:08, 16 May 2024 Katrina Hechanova talk contribs uploaded File:Step 1 - External Orders.png
14:06, 16 May 2024 Katrina Hechanova talk contribs created page How-To:Aged Debtors (Created page with " == How to view “Aged Debtors” == # Open the app and go to the ''''Billing'''<nowiki/>' section. Click the arrow, then select "'''Aged Debtors'''".none|thumb|500x500px # Input the '''financial year''' you want to seenone|thumb|500x500px # Add a '''workgroup''' and a '''member'''.none|thumb|500x500px # Group them by ‘'''Client'''’ or ‘'''Matter'''’.File:...") Tag: Visual edit
14:02, 16 May 2024 Katrina Hechanova talk contribs created page File:Step 4 - Aged Debtors.png
14:02, 16 May 2024 Katrina Hechanova talk contribs uploaded File:Step 4 - Aged Debtors.png
14:02, 16 May 2024 Katrina Hechanova talk contribs created page File:Step 3 - Aged Debtors.png
14:02, 16 May 2024 Katrina Hechanova talk contribs uploaded File:Step 3 - Aged Debtors.png
14:01, 16 May 2024 Katrina Hechanova talk contribs created page File:Step 2 - Aged Debtors.png
14:01, 16 May 2024 Katrina Hechanova talk contribs uploaded File:Step 2 - Aged Debtors.png
14:01, 16 May 2024 Katrina Hechanova talk contribs created page File:Step 1 - Aged Debtors.png