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CA2000W Help

General Menus Key Help CA2000W Reports CA2000W Security Error Messages	System Initialization System Information Modify Ledger Totals Modify Person Matter Totals Modify Matter Totals Enter Balance Forward Passwords View Access levels	Maintenance Person Information Client Information Matter Information Providers Jurisdiction Codes Person/Matter Rates Types of Law
Calendar/Docketing View the Calendar-Person Calendar Codes Enter Calendar Events Calendar Reports	Time/Accounting Service Codes Time Transactions Accounting Codes Accounting Transactions Trust Transactions Billing /EOM Transactions	Case Management Conflict of Interest Case Notes Law Relationships Who's Who in the Case Mail Log Pages Document Assembly Create Mass Merge File

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Menu options on CA2000W

File:

Clear/Add: Clears file and sets you up to add a new file.
Clear All: Clears the whole screen
Delete: Deletes File
Find: Finds a File
Next: Finds the next file
Previous: Finds the previous file
SuperFind: Finds a file
SuperFind Next: Finds the next file after that which you are working with.
SuperFind Previous: Finds the file previous to that which you are working with.
First: Finds the first file on record.
Last: Finds the last file on record.
Save: Saves the file
Exit: Exits the application.

View:

Time Billing Accounting Functions
System Initialization Functions
Case Management Functions
Maintenance Functions
Codes Maintenance Functions
Custom Modules

Reports:

Time Reporting Functions
Accounting Reporting Functions
Management Reporting Functions
Productivity Reporting Functions
Case Management reporting Functions

Utilities:

Displays Available database maintenance tools
Change Default directories

Applications:

Available Applications to toggle to.

Navigate:

Options for navigating between and within the active views and reports.

Window:

Options for the displaying of windows and their on screen placement.

Help:

Displays Help files and their contents.

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CA2000W Security

Password protection in this program is structured in an Access Level Manner. This means that each user must be assigned to an Access Level. The Access Level controls which entries in the View Pull Down Menu can be activated. Each Access Level is assigned a Password. If a view or report is not assigned to a specific level than any individual regardless of level, will be allowed to enter it. The lower the Access Level Number the more access is granted. Users assigned to an Access Level may enter the views in that level and lower levels. For example an Access Level 1 user has full access to all views. But an Access Level 3 user may only enter Conflict of Interest, Who's Who, and Case Notes. The Passwords and View Access Levels modules are used to maintain the Passwords and view Access Levels.

The current Access Levels are as follows:

SYSTEM SETUP (Access Level 1)	FINANCIAL (Access Level 2)	MAINTENANCE (Access Level 3)
PERSON INFORMATION RELATIONSHIPS LAW JURISDICTION SYSTEM INFORMATION TYPES OF LAW PASSWORDS VIEW ACCESS LEVELS	MATTER INFORMATION CLIENT INFORMATION	CONFLICT OF INTEREST WHO'S WHO IN THE CASE CASE NOTES

This list may vary according to the level of case management software you have purchased or version number of the software.

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Keys Help

	Key	Shift + Key	Ctrl + Key	Alt + Key
F1	Help
F2	Save Record	Delete Record
F3	Exit
F4	Prompt/View Selection List	Print Screen	Close Panel	Exit Application
F5	Clear Field	Refresh	Clear All Fields
F6	Next Area	Previous Area
F7	Find Prev	Super Find Prev
F8	Find Next	Super Find Next
F9	Find Record	Super Find
Enter	Accept
Tab	Next Item	Previous Item
Insert	Insert/Overtype
Delete	Delete Character
C			Copy
V			Paste
X			Cut
Left Arrow	Cursor Left		Skip Word Left
Up Arrow	Cursor Up		Start of Panel
Down Arrow	Cursor Down		End of Panel
Backspace	Destructive Backspace			Erase to End of Line
Home	Start of Line		Start of Data
End	End of Line		End of Data

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Error Messages

Codes 200-299
Codes 300-399
Codes 400-499
Codes 500-599
Codes 600-699
Codes 800-899
Codes 900-999
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Codes 200-299

Code	Description
200	Password Confirmation Failed
209	Serial Number must be entered/or is invalid
210	Product Code must be enterer/or is invalid
211	Invalid Product Code
250	Demo Version Capacity Exceeded

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Codes 300-399

Code	Description
300	No Client Number was Entered
301	No Matter Number was Entered
302	No Matter Number/Matter Name was entered
303	Time Transaction has been Posted
304	No person selected for this transaction
305	A provider must be selected
306	No Attorney Number was entered
307	No date was entered
308	No accounting code was entered
309	Numeric Entry out of Range
310	Maximum timekeepers reached
311	No person billing rate was selected
312	New accounting code must begin with CA
313	Can’t change key field
320	Too many users-try again later
391	Invalid Client Matter Selected
393	You must select a client first

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Codes 400-499

Code	Description
400	Cannot Delete
401	Cannot delete this type of law
402	Cannot Modify this field
403	Can’t Delete a posted transaction
404	Cannot delete this relationship
405	Accounting Code must begin with CA to delete

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Codes 500-599

Code	Description
500	This is not a Valid Relationship
501	Not a Valid Attorney Code
502	Not a Valid Type of Law
503	Not a Valid Jurisdiction
504	Please enter a four digit year
505	This is not a valid Accounting Code
506	This is not a valid Trust accounting Code
507	This is not a Valid Service Code
508	Exceeds Max Minute Units
509	You must first select a client matter
510	This is not a valid level Code

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Codes 600-699

Code	Description
600	You Must First Create & Save Person Information
601	You Already Have a Rate
602	You must first save the matter record

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Codes 800-899

Code	Description
800	Invalid Password Entered

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Codes 900-999

Code	Description
900	Microsoft Office Word or Excel is not installed
920	Corel Wordperfect or Quattro Pro 9 is not installed
930	Corel Wordperfect or Quattro Pro 10 is not installed
940	Corel Wordperfect or Quattro Pro 11 is not installed
995	The selected criteria does not have a valid invoice
998	You cannot save when the cursor is located in the matter or sub matter
999	The selected criteria does not have a valid Pre-bill

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