Total
Legal Accounting 3
SECTION 7.2.2.1 - MATTER
TYPES MENU
Every Client must be associated with a Matter Type.
This puts the Client into a reporting group. The T.L.A. can then isolate or
sort by Matter Type when printing Client records and transactions. Also, T.L.A.
maintains totals by Matter Type, which can be viewed and reported.
The MATTER
TYPES MENU is accessed as item 2 from the CLIENT/TRUST TABLES MENU. On selecting
this function, the following will be displayed:
To
return to the CLIENT/TRUST TABLES MENU,
press <ESC>.
Fields available on the MATTER TYPES file.
Name Comments
MATTER CODE This is the Matter Type’s code. This is the code by
which the Matter Type will be referenced throughout T.L.A.. It is up to 3
characters long. The code may be any alphanumeric sequence (without embedded
spaces). . and - are acceptable characters. To make the codes easier to remember, it is
usually an abbreviation of the Group's name, eg. CO, GEN, etc. Alternatively, it might be a number starting from 1. When using an all numeric codes take care to make all the codes the
same length or they will not sort as expected. (See APPENDIX A.)
DESCRIPTION The full name of the Matter Type, eg. CONVEYANCING. It may be up to 50 characters long. This field
must not be left blank.
PERIOD BILLINGS This is the total of all the billings (less GST),
split up by period, for all the Clients associated with this Matter Type. These
are calculated fields and are recomputed each time you enquire on the Matter
Type record. These fields are accessible by printing the enquiry screen (see SECTION 7.2.1.2.1).
MONTHLY SERVICE FEE This field is used in the production of SERVICE FEES. If you
are using T.L.A. to automatically produce SERVICE FEES, you should enter
a rate here. This is the statutory rate allowed, per month, for overdue
accounts. If you enter zero here, no fees will be computed for Files in this MATTER
TYPE.
G/LEDGER ACCOUNT If you have entered a MONTHLY
SERVICE FEE,
you will need to inform T.L.A. as to the General Ledger account you wish the
overdue accounts to be posted.
LAST BILL ON & FOR This displays the date and value of the last
File-Bill processed in this group. It is a calculated field and is recomputed
each time you enquire on the Matter Type record.
LAST RECEIPT ON & FOR This displays the date and value of the last General
Receipt processed in this group. It is a calculated field and is recomputed
each time you enquire on the Matter Type record.
MODIFIED ON/AT/BY This displays the last time this record was
modified. It is stamped with the date, time and the usercode of
person who did the modification.
