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Question:
How do I print a report of all
accounts with credit balances?
Answer:
Go to Report Utilities and
click Account Lists. Click
the Modify button. On the
Make a List of Accounts screen,
under Balance Ranges, choose
Cur Balance. Two boxes will
appear to the right. In the
first box, type in the number
-50000.00 (that's a hyphen
and the number). If your highest
credit balance could be higher
than that, type in a higher
number. In the right hand
box, type -0.01. In other
words we want every account
with a credit balance from
50000.00 to 0.01. Now exit.
Verdict will find all accounts
with a current balance in
that range. Next under Accounts,
choose the Current Balance
Report. It is automatically
set to use the Account List
you made. Then click the Print
button. The report shows each
account with a credit balance,
along with the amount of the
credit balance. At the bottom
of the report, you will see
the total of all credit balances.
Question:
I want a list of every account
I billed for the month. How
do
I get that?
Answer:
Go to Reports. Under Basic
Summaries choose Summary of
Billed Entries. Select the
billing date range. Then click
Print. You will see a list
of all accounts that were
billed in the date range selected,
with the total billed services,
expenses and payments.
Question:
What if I want the Billed Entries
Report for one attorney?
Answer:
Go to Report Utilities and
click Account Lists. Choose
all Accounts. Then click Override
Tkpr. and pick one attorney.
Then print the Summary of
Billed Entries Report.
Question:
The attorney wants to know how
much we billed one of our clients
for the year. Can I do that?
Answer:
Yes. Go to Report Utilities
and click Account Lists. Click
Modify. Check Client Sort
Name and pick One Client.
Then Exit. Now under Basic
Summaries choose Summary of
Billed Entries. Select the
date range from January 1
to the present date (or from
the date you began using Verdict
10 if you started up during
the year). Print the report.
The report will show every
invoice date with total services,
expenses, total of services
and expenses, and payments.
The bills will be in descending
order from the most recent
for each of the client's account.
The totals will be shown at
the bottom of the report.
Question:
Can I get a report of all time
posted by a timekeeper for the
month?
Answer:
Yes. Go to Reports. Under
Entries, select Posting Register.
By default, Services is checked.
Now click the One Tkpr. box
and select the timekeeper.
Also select the date range.
Then print the report.
Question:
Can I get a report of all time
posted to one attorney's
accounts for the month?
Answer:
Yes. Go to Reports. Under
Report Utilities, select Account
Lists. Then click Modify and
check Primary Timekeeper and
select an Attorney. Then Exit.
Next under Entries, select
Posting Register. By default
Services is checked. Do NOT
click the For One Tkpr box.
Do click Use Account List.
Then enter the date range,
and print the report. This
report will show all services
posted to the attorney's accounts,
regardless of who the timekeeper
was.
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