Financial
Reports
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When
you enter transactions in Back Office the client and general
ledger are automatically updated in a single step, simplifying
transaction entry. You don't have to be a bookkeeper to understand
how to use Back Office because entering transactions is designed
to be easy. |
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Back Office's comprehensive selection of General Ledger reports
ensure that valuable financial information is always at your
fingertips. |
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Cash, Modified Cash and Accrual methods of accounting are supported
and a preset Chart of Accounts is included for each accounting
method. The Chart of Accounts can be customized as required.
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Retainers
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Back
Office retainer features help you manage client retainers and
process retainer related transactions such as receipts and bill
payments with ease. |
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When you receive retainer funds from clients you can automatically
print a client receipt and deposit slip. Retainers can be applied
to client files when you receive them, to client bills, or to
both. |
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When creating a bill you can use retainers to pay them at the
time you create the bill or you can apply a retainer payment
after the bill has been created |
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The
Client Ledger displays client retainer balances and a complete
history of all retainer transactions. You can print retainer
ledger history as well as additional client reports that display
client retainer history and balances. |
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Accounts
Receivable
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Back
Office makes it easy to track and collect receivables by providing
Accounts Receivable reports that can be run by lawyer, aging,
date range, and minimum balance, in detail or in summary. |
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Back Office Accounts Receivable Reminders feature lets you generate
professional looking reminder letters or reminder statements
that can be printed on reminder forms. Generate reminders for
specific clients or all clients based on aging limits and minimum
balances, with or without interest. |
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If your firm deals with electronic payments, whether it be credit
card payments from clients or electronic file transfers (EFT),
you can enter electronic payments in Back Office using the check
or receipt functions. You can also create unlimited electronic
payment types to help you identify those transactions on reports.
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Accounts
Payable
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Back
Ofice has a fully integrated accounts payable module that you
can use to track and pay accounts payable invoices. |
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Track firm or client expenses, pay expenses for multiple clients
on a single check, print a check to pay one vendor or a check
run to pay multiple vendors, partial or full pay invoices by
vendor or due date, view or print vendor reports, cash requirements
reports, and aging reports.
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Billing
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Back
Office 's work-in-progress reports allow you to
review your work prior to creating bills. View unbilled
and billed entries in detail or summary as well
as work-in-progress aging. |
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Work-in-progress reports can be created using a
variety of filters such as client, lawyer, area
of law, date last active, date of last bill, and
minimum amount. |
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Editing work-in-progress is extremely flexible because
you can make changes to time and expense entries
prior to billing or at the time of billing. |
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Expenses
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Using
Disbursement Entry you can manually enter disbursements
or expenses for a single client or multiple clients.
Alpha or numeric user-defined codes can be used to speed
up entry and pre-defined fixed or unit rates can be
set up for specific expense types. If you're entering
large volumes of expenses you can use the keyboard only,
which speeds up data entry. |
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Back
Office's Cost Recovery Interface allows you to import
large volumes of client disbursements or expenses captured
by third party devices. Imported disbursements are posted
directly to the client ledger. Maximize captured client
costs such as photocopies, laser printing, and fax charges
while reducing data entry costs and related errors. |
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Other
Features
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Back Office fully integrates with Amicus Attorney.
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