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Enter Balance Forward

The Enter Balance Forward view is used to enter/edit Enter Balance Forward records.

Fields
Enter Balance
Edit Balance
Searching
Delete
Return

Entering Enter Balance Forward Information

The Enter Balance Forward information allows you to post new balances for Clients.
There are three cases in which you may have do this one time transaction.

1. You are changing automated Billing systems or Case Management Systems.
2. You are upgrading from earlier versions of Lawman of CaseAce.
3. You are starting your first Automated Billing and/or Case Management System.

Since you may be converting from a manual system, or upgrading software it is very important that you ensure you have a set Start Date to convert systems upon. Also be certain all your Clients are aware of this change to ease any possible billing confusion.

To Enter Balances Forward

After you have set up your Clients, Matters and Sub Matters.

1. Go to the System Initialization menu and select Enter Balance forward.

2. Select or enter the Client/Matter/Sub Matter issue.

3. Enter the necessary balances.

4. Save the entry by clicking on the Save Button.

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Editing Enter Balance Forward Information

1. Call up the record by finding or entering the Enter Balance Forward name, in this case it is the Client/Matter/Sub Matter issue.

2. Change the fields to be edited.

3. Press F2 to save your changes or click on the Save Button.

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Searching for an Enter Balance Forward Record

To Search using the Function Keys

1. Placing the cursor in Client/Matter/Sub Matter fields. Enter the desired name and press F9. Use F8 to go to the next record and F7 to go to the previous.

2. The search is started against the first most matched record to your entered criteria. For example, entering "A" in the name field and then pressing F9 will bring up the first record beginning with A.

To Search Using a Selection List

1. Click on the Selection List Buttons located at the end of the Client/Matter/Sub Matter fields to display the Enter Balance Forward Lookup Dialog.

2. Do one of the following:

a. Click on the desired Client/Matter/Sub Matter and then click on the OK button.
b. Click on the Search button, enter the name and click on OK. Click on OK a second time to select the record.

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Deleting an Enter Balance Forward Record

1. You may not delete an Enter Balance Forward record.

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Enter Balance Forward View Fields

Field	Size	Description
Client/Matter/Sub Matter	6/6/2 Char	Fields which represent the client, client matter and sub matter if applicable
Service Balance	6.2 Char	Monetary Value for the Service Balance
Cost Balance	6.2 char	Monetary Value for the Cost Balance
Trust Balance	8.2 Char	Monetary Value for the Trust Balance
Trust 2 Balance	8.2 Char	Monetary Value for the Trust Balance if applicable

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