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| E-Classes |
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These introductory
e-classes are a great introduction
to the product and perfect for getting new hires up to speed quickly. Courses
are offered through our advanced "live
training" environment
over the Internet. Contact us at 800-726-3339 to schedule a course or request a course customized for your
specific needs.
|
Class Prerequisites
It is recommended that you take the classes in order to get the most benefit
from training. At a minimum class 1 should be taken before any other classes
and the first accounting class (e-class 2) should be taken before e-class
4.
| Course Description |
Time |
Cost |
Practice Manager (PM) Class 1 - Introduction, Names and Matters
- How Abacus 1031 works.
- How to access Abacus 1031.
- How to use the Menu Bar and Tool Bar.
- How to use data windows.
- View, add, edit, clone and delete name records.
- View, add, edit, clone and delete matter records.
- Associate pictures with name and matter records.
- Use Find to view desired name or matter records.
- Use Quick Query to view desired Name or Matter records.
|
1 Hour |
$125 |
Practice Manager (PM) Class 2 - Events and Calendars
- Add, edit and delete a calendar event.
- Add a recurring event.
- Display a calendar in a daily, weekly and monthly format.
- Set-up Abacus 1031 to automatically email a weekly calendar
to a user.
- Customize your calendars.
|
1 Hour |
$125 |
Accounting Manager (AM) Class 1 - Introduction to Time & Billing
- Moving daily time entries from Abacus 1031 into Abacus Accounting
- Review Company Preferences
- Setting up Workstation Options
- Setting up User Profiles
- Setting up Matter Defaults
- Setting up Timekeepers with their rates
- Editing Client Expense Codes
- Editing Billing Format Codes
|
1 Hour |
$125 |
Accounting Manager (AM) Class 2 Daily/Weekly Accounting Activities
- Entering Client Billing Balances
- Entering Client Soft Costs
- Writing Checks for Client Costs
- Setting up Vendors
- Entering Client Payments
- Entering Trust Balances/Trust Deposits
- Writing Cost Checks out of Trust
|
1 Hour |
$125 |
Accounting Manager (AM) Class 3 Printing Bills and Reports
- Printing Prebills
- Editing Prebills -adjusting time and write-offs
- Printing Actual Bills - Hourly, Flat Fee & Contingency
- Posting Actual Bills and verifying trust activity
- Printing Trust Checks
- Posting Client Payments into Operating
- Printing Billing, Acct Receivable and WIP Reports
|
1 Hour |
$125 |
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