features

Export data from ADD4PC to PCLaw.
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 PCLaw using the Cost Recovery Program

Configure the Copy Audit|Print Audit Program to export records to PCLaw Time and Billing for importing into client bills.

To create the PCLaw 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 PCLaw, go to Print Audit 5| Reports|Job Manager|Accounting|Run Accounting.

 copyaudit-pclaw-1st-config-.jpg

 copyaudit-pclaw-2nd-config-.jpg

 To configure the Job Account Code, select Accounting|Edit Job Type Account Codes. Enter the Explanation Code and Posting Reference as shown below.

 copyaudit-pclaw-3rd-config-.jpg

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

“Date Printed(mm/dd/yy)”,”Client Code”,”Total Cost”, “Explanation Code (example 1234)”,”Posting Reference (example 4200)”

The Explanation Code and Posting Reference are generated from the Job Type Accounting Code set-up.

That looks like this:

"04/29/05","102.00","1.00","1234”,”4200"
"04/29/05","100.00","0.40","1234”,”4200"
"04/29/05","101.00","0.30","1234”,”4200"
"04/29/05","369","0.40","1234”,”4200"
"04/29/05","369","0.50","1234”,”4200"
"04/29/05","100.00","0.40","1234”,”4200"

The fields exported from CopyAudit are:

“Date Printed”,”Client Code”,”Total Cost”, “Explanation code (literal)”, “ Posting Reference (literal)”


To import the file created into PCLaw, use the Cost Recovery Module from PCLaw.


To Create a Client Validation file from PCLaw to import into the Copy Audit Program:

Go into PCLaw and select File|Matter|Export Matter.  This will allow for the creation of a template that exports the Matter number and Name in a .csv format