features

Export data from Copy Audit to Juris.
Reduce the time it takes to post copies, postage, fax, etc. to a few minutes per month.
Charge different rates to different clients for copies and fax pages.
Copy Audit|Print Audit 5 Export Configuration for Legal Master

Configure the Copy Audit Program to export records to Legal Master Time and Billing for importing into client bills.

To create the Legal Master export configuration, go to Print Audit 5|Reports|Job Manager|Tools|Export Results|Configurations. Create the screens below and save the configuration.

To create the actual export file for Legal Master, go to Print Audit 5| Reports|Job Manager|Accounting|Run Accounting.

 copyaudit-legalmaster-1st-c.jpg

 copyaudit-legalmaster-2nd-c.jpg

To configure the Job Account Code, select Accounting|Edit Job Type Account Codes. Enter the applicable expense codes from Legal Master in the Expense Code column.

 copyaudit-legalmaster-3rd-c.jpg

The above configuration will generate an export file that contains detailed records in this format:

First character is a pipe sign | You know - that funny character just above the backslash on your keyboard
Client 1234567 7 characters, left justified
Matter 890112 7 characters, right justified
20 Spaces    
"D" capital letter I D Refers to Direct cost
Date 011206 MMDDYY
6 Spaces    
Expense Code co co = copies in this example
16 Spaces Use the space bar  
Total amount 1.00  

|client matter      D051104co               0.99
|client matter      D051101fx               2.10
|client matter      D051031co              0.90
|client matter      D051031co              1.50
The Expense Code is generated from the Job Type Accounting Code set-up.

That looks like this:

|client matter      D051104co               0.99
|client matter      D051101fx               2.10
|client matter      D051031co              0.90
|client matter      D051031co              1.50

The fields exported from Copy Audit are:


Client code
Matter Code
Date printed
Job Account Code
Total cost
 


To import the file created into Legal Master, use the Import Module feature.