Accounts Receivable Tools

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Within this module, you will have easy access to:

  • Easily find and review all unpaid bills for all matters showing the matter contact and bill record details
  • Search and sort all the unpaid bills for a specific amount due
  • Enter a Check Number used in a Cash Receipt entry to view how the check was applied
  • Enter a Bill Number and find which Client/Matter it belongs to

View AR Listing with Matter Contact

  • Easily find and review all unpaid bills for all matters showing the matter contact and bill record details
  • Search and sort all the unpaid bills for a specific amount due

The results will display in a new window.  Once the results appear, you will be able to Right Click in any of the available fields to Sort and/or Filter your results.  You also have the ability to Copy and Paste the results from Accounts Receivable Tools into Excel for further analysis and formatting!

Here is a listing of the available fields returned:

  • Matter Contact – The matter contact listed on the matter record in Juris
  • File No – The client.matter ID from Juris
  • Client – The client name
  • MatDescription – The matter description listed in Juris
  • BillNo – The invoice number
  • BillDate – The date of the invoice
  • TotalBilled – The original amount billed on the invoice
  • Adj – The total credit memo amount recorded to this invoice
  • AmtPaid – The total cash receipt amount applied to this invoice
  • AmtDue – The total amount remaining in AR on this invoice
  • BTkpr – The billing timekeeper listed on this matter
  • DaysOld – The number of days this invoice has been in AR
  • MatRemarks – The matter remarks listed in Juris

Perform Cash Receipt Lookup by Check Number

  • Enter a Check Number used in a Cash Receipt entry to view how the check was applied

The results will display in a new window.  Once the results appear, you will be able to Right Click in any of the available fields to Sort and/or Filter your results.   You also have the ability to Copy and Paste the results from Accounts Receivable Tools into Excel for further analysis and formatting!

Here is a listing of the available fields returned:

  • CRCheckNbr – The payor’s check number entered in Juris on the Cash Receipt
  • CRBatchNbr – The Cash Receipt Batch the check was posted
  • CRRecNbr – The record number you can find the check in the original Cash Receipt Batch
  • CRCheckDate – The payor’s check date entered in Juris on the Cash Receipt
  • CRCheckAmt – The total amount of the payor’s check entered in Juris on the Cash Receipt
  • CRPayor – The payor’s name used when entering the Cash Receipt in Juris
  • CRARCsh – The amount applied to the AR Panel in the Cash Receipt in Juris
  • CRPPDCsh – The amount applied to the PPD Panel in the Cash Receipt in Juris
  • CRTrustCsh – The amount applied to the Trust Panel in the Cash Receipt in Juris
  • CRNonCliCsh – The amount applied to the Other Panel in the Cash Receipt in Juris

Perform Client Matter Lookup by Bill Number

  • Enter a Bill Number and find which Client/Matter it belongs to

The results will display in a new window.  Once the results appear, you will be able to Right Click in any of the available fields to Sort and/or Filter your results.  You also have the ability to Copy and Paste the results from Accounts Receivable Tools into Excel for further analysis and formatting!

Here is a listing of the available fields returned:

  • BillNo – The invoice number you are looking up
  • Date – The date of this invoice
  • Client – The client ID associated with this invoice
  • CliNickName – The client name associated with this invoice
  • Matter – The matter ID associated with this invoice
  • MatNickName – The matter name associated with this invoice
  • MatterContact – The matter contact listed on the matter record in Juris
  • TotalBilled – The original amount billed on the invoice
  • AmtDue – The total amount remaining in AR on this invoice
  • Adj – The total credit memo amount recorded to this invoice
  • AmtPaid – The total cash receipt amount applied to this invoice

Accounts Receivable Tools is offered on an “As Is” basis for just $175.00. The price includes one of our representatives to WebEx in with your to link the tables to Juris. NOTE: Any remote assistance, or modifications relating to this module will be billable at $190/hr. You will also need to ensure you have a license of Microsoft Access version 2000 (or higher) installed on one of your workstations.

If you are interested in purchasing this module, or hearing more about our other custom reporting options, please email Tracee Moecker or Janelle Ruffino.

Firm Options, Inc