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Modify Matter Totals

The Modify Matter Totals view is used to enter/edit Modify 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 Matter Totals Information

1. Call up the record by finding or entering the the Client/Matter/Sub Matter.
Select the Client/Matter/Sub Matter.
2. On the Costs and Services Tab enter in all the necessary information making sure to tab through all fields.
3. Select the Un-billed info tab. Again make the necessary changes and be sure to tab out of all fields.
4. Select the Time Totals and Trust Totals tabs. Fill them out in the same manner as the two previous tabs making sure that you have made the updates for all related accounts.
5. Save the entry by clicking on the Save Button.
*Note: Changes made on this screen will affect Monthly and Year to date totals throughout the entire program.

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Searching for a Modify Matter Totals Information

To Search using the Function Keys

1. Placing the cursor in the Client field. Enter the desired Client 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 field to display the Modify Matter Totals Lookup Dialog.

2. Do one of the following:
    a. Click on the desired Client and then click on the OK button.
    b. Click on the Search button, enter the Client Number and click on OK.
        Click on OK a second time to select the record.

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Deleting a Modify Matter Totals Record

1. You may not delete a Modify Matters record.

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Modify Matter Totals Fields

Field	Size	Description
Client Matter Sub Matter	6 Char 6 Char 2 char	Client Number Matter Number Sub Matter Number
Name Matter Name Sub Matter Name	50 Char 20 Char 20 Char	Client Name Matter Name Sub Matter Name
*Costs and Services Tab* Cost Balance Cost Advance Mo Tot Costs Adv Serv Bal Serv Bild Mo Tot Serv Bild Cost Adjust Mo Cost Pay Mo	Num 8.2 Num 8.2 Num 8.2 Num 8.2 Num 8.2 Num 8.2 Num 8.2 Num 8.2	Cost Balance Value Cost Advance Balance Value (Month) Total Costs Advances Value Service Balance Value Services Billed this month Services Billed Cost Adjustments Balance this month Cost Paid this Month
*Un-billed Info Tab* Un-billed Cost 1-30 Un-billed Cost 30-60 Un-billed Cost 61-90 Un-billed Cost over 90 Un-billed Time 1-30 Un-billed Time 30-60 Un-billed Time 61-90 Un-billed Time over 90 Total Un-billed	Num 8.2 Num 8.2 Num 8.2 Num 8.2 Num 8.2 Num 8.2 Num 8.2 Num 8.2 Num 8.2	Un-billed Cost Value <= 30 days Un-billed Cost Value 31-60 days Un-billed Cost Value 61-90 days Un-billed Cost Value over days Un-billed Time Value <= 30 days Un-billed Time Value 31-60 days Un-billed Time Value 61-90 days Un-billed Time Value over days Total Value of Un-billed Items
*Time Totals Tab* Write Ups/Downs Month Write Ups/Downs YTD Total Time Dollars Total Time Hours Budget Time Dollars Budget Time Hours	Num 8.2 Num 8.2 Num 8.2 Num 8.2 Num 8.2 Num 8.2	Write Ups/Down Value this month Write Ups/Down Value year to date Total Time Value in dollars Total Time Value in hours Budget Time Value in dollars Budget Time Value in hours
*Trust Totals Tab* First Trust Balance Disbursements Month Disbursements YTD Adjustments Month Adjustments YTD Running Balance Second Trust Balance Disbursements Month Disbursements YTD Adjustments Month Adjustments YTD Running Balance	Num 8.2 Num 8.2 Num 8.2 Num 8.2 Num 8.2 Num 8.2 Num 8.2 Num 8.2 Num 8.2 Num 8.2 Num 8.2 Num 8.2	Balance prior to adjustments Disbursements this month Disbursements year to date Adjustments this month Adjustments ear to date Account balance Balance prior to adjustments Disbursements this month Disbursements year to date Adjustments this month Adjustments ear to date Account balance

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