Total
Legal Accounting 3
SECTION
7.2.1.4 - BILLING GROUPS
Every Client can be associated with a Billing
Group. This puts the Client into a reporting group. The report menu can then
isolate or sort by Solicitor when printing Client records, Statements and
transactions. Also, T.L.A. maintains totals by Bill Group that can be viewed
and reported.
The BILLING-GROUPS
MENU is accessed as item 4 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 BILLING-GROUPS file.
Name Comments
BILLING-GROUP CODE This is the Billing-Group's code. This is the code
by which the Billing-Group 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 the Billing-Group's initials, eg. ANZ, BHP, 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.)
NAME The full name of the Billing-Group. It may be up to
50 characters long. This field must not be left blank.
ADDRESS This is a group of 4 fields (including post-code) that
allow you to insert the Billing-Group’s billing address. Use the third line for
suburb or county. T.L.A. will print these fields on BILLS and STATEMENTS.
CONTACT This is a non-compulsory field. It is used for
entering the name, etc of a person other than the Clients who might be a useful
contact in this matter.
PHONE NUMBERS Here you may enter the Work, Home, Fax and Mobile phone numbers
of the contact person. This is useful, quick reference information. This
information is not included on any standard external reports.
EMAIL Here you may enter the Billing-Group’s email address.
ABN This field allows you to enter the
Billing-Group’s Australian Business Number.
PERIOD BILLINGS This is the total of all the Billings, split up by
period, for all File-bills attributable to this Billing-Group.
LAST BILL DATE/VALUE This displays the date and value of the last bill
processed for this Billing-Group.
LAST RECEIPT DATE/VALUE This displays the date and value of the last receipt
processed for this Billing-Group.
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.
