Ideal Online Documentation

14317 T/B LISTINGS, REPORTS AND FORMS
TB5-06 Change Audit Report

 

PURPOSE

 

The change audit report prints client and/or client/matter numbers that have been changed or combined through either the change/combine client/matter program or the change/combine client programs. You can print the report as of a specified date and for all or a range of clients.

 

Change Audit Report is accessed from:

  • Time Billing Processing menu.

 

PROCEDURE

 

Select Change Audit Report from the Time Billing Processing menu. the following prompts display.

 

** PRINT AUDIT TRAIL SINCE? (ENTER=BEGINING):MMDDYY

 

Enter date to begin audit trail in format MMDDYY.

 

[Enter] to begin with first record on file.

 

[F4] to exit to menu.

 

** START AT/AFTER (ENTER=1ST):

 

Enter client code to begin report.

 

[Enter] to begin with first client record on file.

 

[F3] to return to the previous field.

 

[F5] to display list of client/matters for selection.

 

** END AFTER (ENTER=LAST):

 

Enter client code to end report.

 

[Enter] to end with last client record on file.

 

[F3] to return to the previous field.

 

[F5] to display list of client/matters for selection.

 

** PRESS ENTER TO CONTINUE:

 

[Enter] to continue to print selection menu.

 

[F3] to return to the previous field.

 

[F4] to exit to menu.


PRINTER SELECTION & CONFIGURATION

┌────────────────────────────────────────────────────────────────────────────────┐
│08/14/07                *****  PRINTER SELECTION  *****                         │
│                                                                                â”‚
│                                                                                â”‚
│** MAKE SURE PRINTER IS READY BEFORE PRESSING CR .....                          â”‚
│                                                                                â”‚
│1. PRINTER NAME ................................. P1  OKIDATA 390               â”‚
│                                                                                â”‚
│2. CHARACTERS PER INCH ? (10,12,17) ............. 10                            â”‚
│   SINGLE OR DOUBLE DENSITY ? (S,D) ............. S   SINGLE DENSITY            â”‚
│                                                                                â”‚
│** PRESS CR TO SET PRINTER, OPTION# TO CHANGE, F4 TO END (BYPASS): _            â”‚
│                                                                                â”‚
└────────────────────────────────────────────────────────────────────────────────┘
** PRESS CR TO SET PRINTER, OPTION# TO CHANGE, F4 TO END (BYPASS):

 

"1" to change printers.

 

"2" to change the CPI and/or print density.

 

[Enter] to print.

 

[F4] to not print and exit to the menu.

 

[F5] to display a list of printers for selection.

 

An example Client/Matter Change/Combine Audit Report printout follows.

  



02/05/07  13:39:07                                                                     PAGE: 1
                      CLIENT/MATTER CHANGE/COMBINE AUDIT REPORT - SINCE 01/01/05

------------------------------------------------------------------------------------------------------
        CLIENT MATTER  DESCRIPTION                                                     DATE      TYPE
------------------------------------------------------------------------------------------------------

FROM:  000999          Two Brothers                                                  01/23/07  COMBINE
TO:    DELETED         BC AUTOMOBILE ASSOCIATION

FROM:  000999    0000  Two Brothers / DESCRIPTION                                    01/16/07  CHANGE
TO:    000999    0001  Two Brothers /

FROM:  000999    0000  Two Brothers / DESCRIPITON 2                                  01/16/07  COMBINE
TO:    001000    0000  TWO SISTERS / DESCRIPTION

FROM:  000999    0001  Two Brothers / DESCRIPTION                                    01/16/07  COMBINE
TO:    000999    0000  Two Brothers / DESCRIPITON 2

FROM:  001000          TWO SISTERS                                                   01/23/07  COMBINE
TO:    DELETED         BC AUTOMOBILE ASSOCIATION

FROM:  001000    0000  TWO SISTERS / DESCRIPTION                                     01/23/07  CHANGE
TO:    DELETED   0000  BC AUTOMOBILE ASSOCIATION /

FROM:  BCAA            BC AUTOMOBILE ASSOCIATION                                     01/23/07  CHANGE
TO:    DELETED

FROM:  BOGUS           DF                                                            01/23/07  COMBINE
TO:    DELETED         DELETED CLIENTS

FROM:  BOGUS           DELETED CLIENTS                                               01/27/07  COMBINE
TO:    DELETED         DELETED CLIENTS

FROM:  BOGUS     0000  DF / DESCRIPTION                                              01/23/07  COMBINE
TO:    DELETED   0000  DELETED CLIENTS /

FROM:  BOGUS     0000  DELETED CLIENTS /                                             01/27/07  COMBINE
TO:    DELETED   0000  DELETED CLIENTS /

FROM:  DELETED         BC AUTOMOBILE ASSOCIATION                                     01/23/07  COMBINE
TO:    BOGUS           DF

FROM:  DELETED   0000  BC AUTOMOBILE ASSOCIATION / DESCRIPTION                       01/23/07  CHANGE
TO:    BOGUS     0000  DF /

FROM:  TEST2     0000  ANOTHER CLOSER /                                              07/16/06  COMBINE
TO:    012345    0000  XYZ CORPORATION LTD. / CORPORATE MATTERS

FROM:  TESTCLOS  0000  TEST A CLOSED MATTER / TEST CLOSE MATTER                      07/16/06  COMBINE
TO:    012345    0000  XYZ CORPORATION LTD. / CORPORATE MATTERS


RECORDS PRINTED: 15