Ideal Online Documentation

14332 T/B LISTINGS, REPORTS AND FORMS
TB5-21 Matter Listing

 

PURPOSE

 

The matter listing program prints a list of client/matters that have been defined in the client/matter maintenance program for your system. You may sort the list by assigned lawyer, law type, group or clients. You have the option of printing the complete list or a specified range of matters.

 

Matter Listing is accessed from:

  • Time Billing Processing menu.

 

PROCEDURE

 

Select Matter Listing from the Time Billing Processing menu. The following prompts display.

 

(1) BY ASSIGNED LAWYER
(2) BY LAW TYPE
(3) BY GROUP CODE
(4) BY CLIENT CODE
** ENTER SELECTION (ENTER='4'): 4

 

[Enter] to accept the default value "4".

 

"1" to list by assigned lawyer.

 

** ENTER SELECTED LAWYER (F2='ALL'):

 

Enter the desired lawyer code.

 

[F2] for all lawyers.

 

[F3] to return to selection criteria.

 

[F5] to display list of lawyer/timekeepers for selection.

 

"2" to list by law type.

 

When you select this option, the next prompt defaults to client code sequence.

 

 

** LAW TYPE:

 

Enter the desired law type code.

 

[F3] to return to selection criteria.

 

[F5] to display list of law types for selection.

 

"3" to list by group code.

 

** ENTER SELECTED GROUP (F2='ALL'):

 

Enter the desired group code.

 

[F2] to select all groups.

 

[F3] to return to selection criteria.

 

[F5] to display list of group codes for selection.

 

"4" to list by client.

 

(1) PRINT IN CLIENT CODE SEQUENCE
(2) PRINT IN CLIENT NAME SEQUENCE
(3) PRINT IN MATTER NAME SEQUENCE
** ENTER SELECTION (ENTER='1'): 1

 

[Enter] to accept the default value "1".

 

"1" to list in client code sequence.

 

"2" to list in client name sequence.

 

"3" to list in matter name sequence.

 

[F3] to return to the previous field. 

 

** ENTER STARTING CLIENT/MATTER (ENTER=FIRST):

 

Enter the client/matter to start list.

 

[Enter] to start with first client/matter in system.

 

[F3] to return to the previous field.

 

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

 

** ENTER ENDING CLIENT/MATTER (ENTER=LAST):

 

Enter the client/matter to end list.

 

[Enter] to end with last client/matter in system.

 

[F3] to return to the previous field.

 

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

 

** SHORT OR LONG FORMAT (S/L): S

 

[Enter] to accept the default value "S".

 

"S" to use short format for client/matter descriptions.

 

"L" to use long format for client/matter descriptions.

 

[F3] to return to the previous field. 

 

(1) CLASSIC OPTION (COLUMNS SORTED IN FIXED ORDER)
(2) ARRANGE COLUMNS IN SORT ORDER
** ENTER SELECTION (ENTER='2'): 2

 

[Enter] to accept the default value "2".

 

"1" to sort columns in fixed order.

 

"2" to arrange columns in sort order.

 

** SKIP CLIENT NAME ? (Y/N): N

 

[Enter] to accept the default value "N".

 

"Y" to skip client name.

 

"N" to include client name.

 

[F3] to return to the previous prompt.

 

(1) OPEN FILES ONLY
(2) CLOSED FILES ONLY
(3) BOTH OPEN AND CLOSED FILES
(4) OPEN FILES ONLY (WITH DATE OPENED RANGE)
(5) BOTH OPEN AND CLOSED FILES (WITH DATE OPENED RANGE)
** ENTER SELECTION (ENTER='1'): 1

 

[Enter] to accept the default value "1".

 

"1" to select open files only.

 

"2" to select closed files only.

 

"3" to select both open and closed files.

 

"4" to select open files only with date opened range.

 

** ENTER STARTING OPENED DATE (F2=FIRST): 08152007

 

Enter desired starting opened date in format MMDDYYYY.

 

[Enter] for current system date.

 

[F2] for first date in system.

 

[F3] to return to the previous prompt.

 

** ENTER ENDING OPENED DATE (F2=LAST): 08152007

 

Enter desired ending opened date in format MMDDYYYY.

 

[Enter] for current system date.

 

[F2] for last date in system.

 

[F3] to return to the previous prompt.

 

"5" to select both open and closed files with date opened range.

 

** ENTER STARTING OPENED DATE (F2=FIRST): 08152007

 

Enter desired starting opened date in format MMDDYYYY.

 

[Enter] for current system date.

 

[F2] for first date in system.

 

[F3] to return to the previous prompt.

 

** ENTER ENDING OPENED DATE (F2=LAST): 08152007

 

Enter desired ending opened date in format MMDDYYYY.

 

[Enter] for current system date.

 

[F2] for last date in system.

 

[F3] to return to the previous prompt.

 

[F3] to return to the previous prompt.

 

** PRESS F1 TO CONTINUE:

 

[F1] 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 Listing printout follows.

  



                                                            IdeaLaw Ltd.
02/07/07  13:32:42                                                                                                        PAGE: 1
                                                       CLIENT MATTER LISTING
                                                   FROM FIRST TO LAST - BY CLIENT
-----------------------------------------------------------------------------------------------------------------------------------
CLIENT/MATTER  NAME                          DESCRIPTION                                                     LAW  ASSGN  NUMERIC
-----------------------------------------------------------------------------------------------------------------------------------

000001   0000  ABC COMPANY LIMITED           GENERAL MATTERS                                                 CORP JM     000001
000001   0001  ABC COMPANY LIMITED           EXTRA-PROVINCIAL REGISTRATION                                   CORP JM     00000001
000001   0002  ABC COMPANY LIMITED           TAKEOVER OF XYZ CORPORATION (HOSTILE TAKEOVER)                  CORP SLR    00000002
000001   0003  ABC COMPANY LIMITED           description description                                         COLL IMW    01234567
000002   0000  SHANE & MARNIE GUNTHER        PURCHASE OF EXPO SITE                                           RECO SLR    000002
000003   0000  TED CROWTHER                  VS. ROBERT BONNER M.V.A. - JULY 1/94                            GLIT JM     000003
000003   0001  TED CROWTHER                  TAXATION ADVICE                                                 CORP JM     000003
000003   0005  TED CROWTHER                  VS. JOE PATIENT - COLLECTION OF OUTSTANDING FEES                COLL WPL    00000003
000003   0099  TED CROWTHER                  GENERAL COLLECTION AND BUSINESS ADVICE                          COLL WPL    00000003
000004   0001  INSURANCE CORPORATION OF B.C. GREEN, RICK VS. BLACK, BOB M.V.A. - DEC. 28/94                  ICBC WPL    00000004
000004   0002  INSURANCE CORPORATION OF B.C. SMITH, BOB VS. JONES, RICK NOV 8/92 MVA                         ICBC JM     000004
000004   0099  INSURANCE CORPORATION OF B.C. GENERAL COLLECTION ADVICE                                       COLL WPL    00000004
000004   9999  INSURANCE CORPORATION OF B.C. NON-BILLABLE ADMINISTRATIVE & MARKETING TIME                    MISC WPL    00000004
000005   0000  STEVE & BECKY RUMSFORD        MULTIPLE MURDER CHARGES                                         CRIM JM     000005
000100   0000  IDEAL WIDGET COMPANY          GENERAL CORPORATE MATTERS                                       CORP JM     000100
000888   0001  JOHN DOE                      M.V.A. - DEC. 12/94                                             MVA  SLR    00000888
000888   0002  JOHN DOE                      WILL                                                            WILL SLR    00000888
000888   0003  JOHN DOE                      M.V.A. - FEB. 14/95                                             MVA  SLR    00000888
012345   0000  XYZ CORPORATION LTD.          CORPORATE MATTERS                                               CORP JM     012345
DELETED  0000  DELETED CLIENTS                                                                               ADM  NULL   00000000
NEW 2    0000  First 2 Last                                                                                  ADM  AMW    01234568
NUMSSTA  0000  MR. STANLEY NUMSCHMIDT        PERSONAL TAX MATTERS                                            MISC SLR    00012345
TESTCLOS 0000  TEST A CLOSED MATTER                                                                          ADM  WPL    00012346

NUMBER OF RECORDS PRINTED: 23