Modify Person Matter Totals

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Modify Person/Matter Totals

The Modify Person/Matter Totals view is used to enter/edit Modify Person/Matter Totals records. Using this view is recommended only in very rare and specific cases as the changes made here will affect related postings throughout the program.

Fields
Edit
Searching
Delete
Return

Editing Modify Person/Matter Totals Information

1. Select the Client/Matter/Sub matter issue by using the selection list or entering the information.

2. Select the Person related to the issue by using the Selection List or entering the information.

3. Fill in all necessary fields to make the proper adjustments, make sure to tab through fields to post all the information updates.

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

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Searching for a Modify Person/Matter Totals Information

To Search using the Function Keys

1. Placing the cursor in Client/Matter/Sub Matter or Person field. 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 Button located at the end of the Client/Matter/Sub Matter and Person fields to display the Modify Person Matter Totals Lookup Dialog.

2. Do one of the following:
a. Click on the desired Name 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 a Modify Person/Matter Totals Record

1. Find the Modify Person Matter Totals record and, with the cursor in any field, press Shift+F2.

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Modify Matter Totals Fields

Field	Size	Description
Client Matter Sub Matter Person	6 Char 6 Char 2 char 4 Char	Client Number Matter Number Sub Matter Number Code for the person related to the issue.
Minutes incurred Mo. Dollar Value Incurred Mo. Minutes Billed Mo. Actual Dollars Billed mo. Write-ups Mo. Write-Downs Mo.	Num 8.0 Num 8.2 Num 8.0 Num 6.2 Num 8.2 Num 8.2	Time used this month Value of time used this month Time billed for this Month Value for time billed this month. write ups value for this month write down value for this month
Minutes Un-billed to Date Dollar Value Un-billed to date. Minutes Billed to Date Actual Dollars Billed to date Write ups to Date Write Downs to Date.	Num 8.0 Num 8.2 Num 8.0 Num 8.2 Num 8.2 Num 8.2	Total time un-billed for this month value for time un-billed this month Total time used year to date Value of time billed year to date Write ups value year to date Write downs value year to date

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