Lgal one user training - refresher
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Transcript of Lgal one user training - refresher
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Lgal.OneLegal Practice solution for Law Firm
User Training for Staff
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USER TRAINING - AGENDA
1. How to update Client/Supplier/Agent information2. Updates to Matter Management3. Updates to Accounting Module
1. Trust Accounting2. Accounting
4. Updates to Human Resources
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• Update Client’s/Supplier’s/Agent’s information 1
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1. HOW TO UPDATE CLIENT’S/SUPPLIER’S/AGENT’S INFORMATION
1.1. How to update Client’s information1.2. How to update Supplier’s information1.3 How to update Agent’s informationNotes: All users can create a new client/supplier/agent
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1.1 HOW TO UPDATE CLIENT’S INFORMATION1
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1.1 HOW TO UPDATE CLIENT’S INFORMATION2
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1.2 HOW TO UPDATE SUPPLIER’S INFORMATION 1
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1.2 HOW TO UPDATE SUPPLIER’S INFORMATION2
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1.3 HOW TO UPDATE AGENT’S INFORMATION 1
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1.3 HOW TO UPDATE AGENT’S INFORMATION2
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• Updates to Matter Management 2
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2. UPDATES TO MATTER MANAGEMENT
2.1 How to attach a document for matter2.2 How to create Sub-Matter2.3 How to view All Matters to check on the File Reference that a client had2.4 How to change Member Team 2.5 Configuration Email Reminder for deadlines reminders services2.6 How to show Client’ specific instructions2.7 Matter Search Function - amend the File Reference will be searched first2.8 Timesheet Enhancement - allow to put a “from / to” date for the time sheet2.9 How to show logo in data sheet and file label
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2.1. HOW TO ATTACH A DOCUMENT FOR MATTER1
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2.1. HOW TO ATTACH A DOCUMENT FOR MATTER2
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2.1. HOW TO ATTACH A DOCUMENT FOR MATTER3
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2.2. HOW TO CREATE SUB-MATTER1
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2.2. HOW TO CREATE SUB-MATTER2
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2.3. HOW TO VIEW ALL MATTERS TO CHECK ON THE LF THAT A CLIENT HAD
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2.4. HOW TO CHANGE MEMBER TEAM
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2.5. CONFIGURATION EMAIL REMINDER FOR DEADLINES REMINDERS
1
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2.5. CONFIGURATION EMAIL REMINDER FOR DEADLINES REMINDERS
2
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2.5. CONFIGURATION EMAIL REMINDER FOR DEADLINES REMINDERS
3
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2.6. HOW TO SHOW CLIENT’ SPECIFIC INSTRUCTIONS1
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2.6. HOW TO SHOW CLIENT’ SPECIFIC INSTRUCTIONS2
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2.7. MATTER SEARCH FUNCTION
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2.8. TIMESHEET ALLOW TO PUT A “FROM / TO” DATE FOR THE TIME SHEET
1
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2.9. HOW TO SHOW LOGO IN DATA SHEET AND FILE LABEL1
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2.9. HOW TO SHOW LOGO IN DATA SHEET AND FILE LABEL2
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Updates to Accounting Module 3
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3. UPDATES TO ACCOUNTING MODULE 3.1 Trust Accounting
3.1.1 Pro-forma Invoice, Trust Receipt, Trust Payment, Trust Transfer: Be able to cancel the approved item by clicking "Cancel" button3.1.2 Trust Payment: Configuration to turn on/off overdrawn payment
3.2 Accounting3.2.1. Client Invoices: Only Accounting Department able to delete invoice (Secretary not able to delete a Draft invoice)3.2.2. Client Invoices: Only Account Department can see Validate button3.2.3. Client Invoices, MSS: Add function get unbilled items 3.2.4. Client Invoices, MSS: Grouping Professional Fees or Disbursements by Group Id3.2.5. Client Invoices, MSS: Client’ specific instructions with regards to billing3.2.6. Client Invoices: How to show logo in invoice3.2.7. Client Invoices: Discount amount on Client Invoice (allocate automatically the discount amount)
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3.1.1 TRUST ACCOUNTINGCANCELLATION THE APPROVED ITEMS
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3.1.2 TRUST PAYMENTCONFIGURATION TO TURN ON/OFF OVERDRAWN PAYMENT
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3.2.1 CLIENT INVOICES ONLY ACCOUNTING DEPARTMENT ABLE TO DELETE INVOICE
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3.2.2 CLIENT INVOICESONLY ACCOUNTING DEPARTMENT CAN SEE VALIDATE BUTTON
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3.2.3. CLIENT INVOICES, MSSFUNCTION GET UNBILLED ITEMS 1
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3.2.3. CLIENT INVOICES, MSSFUNCTION GET UNBILLED ITEMS
2
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3.2.3. CLIENT INVOICES, MSSFUNCTION GET UNBILLED ITEMS
3
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3.2.4 CLIENT INVOICES, MSSGROUPING PROFESSIONAL FEES OR DISBURSEMENTS BY
GROUP ID1
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3.2.4 CLIENT INVOICES, MSSGROUPING PROFESSIONAL FEES OR DISBURSEMENTS BY
GROUP ID 2
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3.2.4 CLIENT INVOICES, MSSGROUPING PROFESSIONAL FEES OR DISBURSEMENTS BY
GROUP ID 3
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3.2.4 CLIENT INVOICES, MSSGROUPING PROFESSIONAL FEES OR DISBURSEMENTS BY
GROUP ID 4
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3.2.5 CLIENT INVOICESCLIENT’ SPECIFIC INSTRUCTIONS WITH REGARDS TO BILLING
1
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3.2.5 CLIENT INVOICESCLIENT’ SPECIFIC INSTRUCTIONS WITH REGARDS TO BILLING
2
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3.2.6 CLIENT INVOICESHOW TO SHOW LOGO IN INVOICE
1
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3.2.6 CLIENT INVOICESHOW TO SHOW LOGO IN INVOICE 2
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3.2.7 CLIENT INVOICESDISCOUNT AMOUNT ON CLIENT INVOICE 1
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3.2.7 CLIENT INVOICESDISCOUNT AMOUNT ON CLIENT INVOICE 2
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3.2.7 CLIENT INVOICESDISCOUNT AMOUNT ON CLIENT INVOICE 3
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• Updates to Human Resources Module 4
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4. UPDATES TO HUMAN RESOURCES MODULE
1. Leave request confirm, send mail to A/O and R/O2. Leave computation: When applying leaves over a Sat
and Sun (and Public Holiday), the number of days of leaves should not include Sat, Sun and Public Holiday
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4.1 LEAVE REQUEST CONFIRM, SEND MAIL TO A/O AND R/O1
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4.1 LEAVE REQUEST CONFIRM, SEND MAIL TO A/O AND R/O
2
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4.1 LEAVE REQUEST CONFIRM, SEND MAIL TO A/O AND R/O3
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4.2 LEAVE COMPUTATION
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Lgal.OneLegal Practice solution for Law Firm