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1992-07-30
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Welcome to
LEGAL TIME & BILLING
Legal Productivity System
Version 8.2
7/28/92
REFERENCE MANUAL
FrostByte Company
3398 Sir Henry Street
Atlanta, GA 30344
(404) 761-5029
Copyright 1992 FrostByte Company
All Rights Reserved
Specifications subject to change without notice
DISCLAIMER
Use of this program acknowledges this disclaimer of warranty:
"This program is supplied AS IS. FrostByte Company. disclaims
all warranties, expressed or implied, including, without
limitation, the warranties of merchantability and of fitness of
this program for any purpose. FrostByte Company assumes no
liability for damages direct or consequential, which may result
from the use of this program."
TRADEMARK
MS-DOS is a registered trademark of Microsoft Corporation.
PC-DOS is a registered trademark of IBM Corporation.
SYSTEM REQUIREMENTS
Legal Time & Billing will run on the IBM PS/2, PC/AT/XT, PC and
on IBM compatible computers. MINIMUM requirements are:
√ 640 of RAM memory (suggested).
√ PC-DOS 3.0 or greater or MS-DOS 3.0 or greater.
√ Hard disk.
√ Either a color or a monochrome monitor with 80-column display.
FEATURES
These are just some of the many features you will enjoy while
using Legal Time & Billing:
√ Integrated Time and Billing:
Client management.
Slip generation by select attorney.
Post monthly slips by select attorney.
Print statements by select attorney.
User definable Action Codes and accounting type.
User definable hourly rates for each attorney.
Aging Reports by select attorney.
Attorney Time Reports.
Client Time Reports by select attorney.
Master Client Reports.
On screen current client account status.
√ Supports multi-user (network) systems at no additional cost.
√ Fast data entry screens including innovative pick lists for
selecting attorneys, rates, action codes, and retrieval
selection of pertinent billing and client information.
√ Create and edit pick lists personalized to your firm or
practice.
√ Full database utilities including backup of all valuable
billing information as often as you wish and the ability to
restore from floppy disks.
√ Legal Time & Billing is not copy protected allowing you to
make backup copies of the master program disk for safe
storage.
√ Easy to use documentation with step-by-step instructions.
√ Legal Time & Billing is fully supportable:
√ Initial free telephone support.
√ Periodic updates at modest cost insures you will receive the
latest versions of Legal Time & Billing.
√ Addition of features and enhancements suggested by you and
from our other Time & Billing user base.
√ Fast light bar menus and pick lists to quickly find and update
client and billing information.
√ Automatic detection of CGA, EGA and VGA color monitors
enhances all of the Time & Billing display screens, menus and
pick lists.
√ Select from over 100 printers for enhanced document
generation.
√ Although this program was designed for the legal profession,
it can be adapted to any business requiring time & billing.
User defined titles other than "Attorney At Law" can be
substituted.
MENUS AND OPTIONS
Legal Time & Billing offers an easy menu system allowing you to
quickly go from one option to another:
Billing: [Client]: Add or update client information.
[Slips]: Add or delete attorney slips.
[Post]: Post billing slips.
[Reports]: Generate financial reports and statements
Utility: Re-Index all of the billing files.
Physically delete all records previously marked for
deletion.
Backup all billing data files to floppy media.
Setup: [Atty]: Add, delete or update Attorney information.
[Firm]: Add, delete or update Firm information.
[Rate]: Unlimited rate schedule for each attorney.
[Code]: Unlimit Action codes with full description.
[Date]: Display and update current date.
[Print]: Select printer.
INSTALLING TIME & BILLING TO A HARD DISK
To greatly reduce loading and running times, we recommend that
you use Legal Time & Billing from a hard disk drive.
Legal Time & Billing is not copy-protected. Before you load it,
we urge you to make a backup copy of the distribution disk by
following the instructions in your DOS manual.
Hard Disk Installation:
The program can be easily transferred from the distribution
diskette to your hard disk. First, boot your computer, then
insert the Legal Time & Billing diskette in drive A. From there
type:
A: and press [Enter].
Your computer will respond with the prompt "A>".
Now type:
INSTALL A: C:
NOTE: Substitute these drive letters for your own if different
from the example.
and press the [Enter] key.
This will automatically create a directory labeled "LTB" on
drive C and copy all of the Legal Time & Billing program files
from the distribution diskette to your hard disk.
You will see displayed, the filenames as they are copied to your
hard disk.
To print or view the documention, type SEE LTB.DOC and press the
[Enter] key.
If you have a laser or deskjet printer that defaults to 60 lines
per page instead of the standard 66 lines, make sure your
printer is on line and then run the utility program PRINT66.COM
before running LTB. This will insure pages will not prematurely
eject.
Call (404) 761-5029 during business hours if you need assistance.
THIS COMPLETES THE HARD DISK INSTALLATION
Starting Up from a Hard Disk:
NOTE: To run Legal Time & Billing once it has been installed on
your hard disk, first turn on your computer.
Then access the LTB directory by typing: CD\LTB and press
[Enter].
From there type:
LTB
and press [Enter].
INITIAL TIME & BILLING INSTALLATION:
Before using Legal Time & Billing for the first time, you must
enter certain information required by the program in the order
shown. This will include:
√ Attorney information
√ Firm or Practice information
√ Printer selection
The following steps will insure you will properly install Time &
Billing Professional:
1 - If you have not already done so, access the LTB directory by
typing: CD\LTB and press [Enter].
2 - Type: LTB and press [Enter] to load the program into your
computer.
3 - The opening title screen will then appear.
4 - Press any key to bypass the opening title screen.
5 - The Current Date verification screen will appear in the
format:
+---------------------------------------------------------------+
| If TODAY'S date is not 01/01/91 please enter it now or press |
| RETURN to continue...... |
+---------------------------------------------------------------+
If the date shown is correct, press [Enter] otherwise type the
current date in the format shown on the screen.
The program will automatically detect that this is a first time
installation and allow you to add various items to customize
Time & Billing to your firm or practice.
ADD ATTORNEY NAMES:
The Attorney edit window will be displayed in the middle of your
screen along with the following message:
+-------------------------------------------+
| Database empty. Add records (Y/N) ? [Y] |
+-------------------------------------------+
a. Press [Enter].
The cursor will be positioned in the ATTORNEY NAME field.
b. Type the attorney's name in the format "John Q. Public" and
press [Enter].
The cursor will now be positioned in the INIT field.
c. Type the attorney's initials and press [Enter].
The cursor will now be positioned in the TITLE field.
d. Type a business title for this name that you would like
printed on the client statement when pre-printed letterheads
are not used. The title could be, "Attorney At Law", "CPA",
"Agent", etc. This is an optional field and may be left blank.
This field allows Legal Time & Billing to be adaptable to any
business other than the law profession.
The first attorney's information will now be saved.
e. To add more attorney names press [F5] key and repeat steps b - e.
f. When you have completed adding all of the attorneys in your
firm or professional group, press the [F10] key to save
entries and return to the Default Menu.
ADD FIRM NAME AND ADDRESSES:
A window will appear to confirm whether this is a Firm or Single
Practice.
a. If this is a Single Practice or a Professional Group
comprised of independent attorneys type the letter "S"
otherwise type the letter "F".
(If there is no change press [Enter] to bypass.)
NOTE: If you have previously added more than one attorney name
and this is a single practice, an attorney selection list
will appear in the middle of the screen. If the list does
not appear, bypass step b.
b. If the attorney selection list appears, position the
light bar over the first attorney name and press [Enter].
A Firm Information window will appear in the middle of the
screen.
c. Enter the appropriate practice or firm name as it will appear
on correspondence with full mailing address and telephone
number for the selected attorney.
NOTE: If this is a firm, no attorney name will appear and you
will enter the firm's mailing information.
If this is a single practice, you have the ability to keep
separate addresses for each attorney in the group.
When printing client statements, you will have the option to
use pre-printed stationary or let the computer generate a
letterhead. If you elect to use only your name and title in lieu
of a firm or practice name:
John Q. Smith
Attorney At Law
123 Main Street
Anytown, USA 55555
leave this field blank. Just enter your mailing address. If,
however, you elect to display your name, title and
firm/practice name:
John Q. Smith
Attorney At Law
Smith Legal Clinic
123 Main Street
Anytown, USA 55555
then you would type in a firm/practice name.
NOTE: Press [Esc] at anytime to exit the Firm Information
screen.
d. An Option Menu will appear at the bottom of the screen as
shown below:
+--------------------------+
| OPTION MENU: Save Exit |
+--------------------------+
f. To save the firm address you have just entered position the
light bar over the [Save] option and press [Enter].
(To abort without saving this address, position the light bar
over the [Exit] option and press [Enter].)
g. Continue adding addresses for the remaining attorneys by
pressing [Enter] and repeating steps b - g.
SELECT PRINTER:
The printer selection window appears listing over 100 printers.
Scroll down to your printer and press the [Enter] key to record.
YOU HAVE NOW COMPLETED THE INITIAL INSTALLATION OF TIME & BILLING
The Time & Billing Main Menu will appear in a horizontal line
across the bottom row of the display screen in the format shown
below.
---------------------------------------------------------------------
MAIN MENU : Add Find Slip Reports Default Post Utility Quit
---------------------------------------------------------------------
The Main Menu is the heart of Legal Time & Billing and from here
you can select and return from other menus in the program.
(A menu option is selected by pressing either the left or right
edit arrow key to move the "light bar" over the various menu
item and pressing [Enter] will activate that selection.)
Check to see that the [Num Lock] key indicator is off!
NOTE: The [Enter] key may be labeled [Return] on some keyboards.
Either label refers to the same key.
Legal Time & Billing is composed of two (2) major data entry
screens:
1 - Client Information screen (as you currently see displayed).
2 - Billing Slip screen.
These two screens serve as both data entry and retrieval display
of previously added information.
Now that you have added the necessary information concerning
your practice, you are ready to begin adding billing
client information.
DATABASE RECORD MAINTENANCE:
Legal Time & Billing provides various record maintenance options
to insure the size and integrity of your data. These include:
1 - Re-index all data files in the event of a power failure.
2 - Packing all data files to remove records marked for
deletion.
3 - Backup your data to floppy disks.
4 - Restore data from floppy disks.
---------------------------------------------------------------------
MAIN MENU : Add Find Slip Reports Default Post Utility Quit
---------------------------------------------------------------------
Position the light bar over the [Utility] option as shown above
and press [Enter].
+--------------------------------------------------+
| UTILITY MENU: Index Pack Backup Restore Exit |
+--------------------------------------------------+
Position the light bar over the [Index] option and press
[Enter].
All the database files of Legal Time & Billing will be
re-indexed. This option is selected whenever any of these
indexes become corrupted due to a power failure or any other
system failure that could cause a failure to properly find a
selected record.
+--------------------------------------------------+
| UTILITY MENU: Index Pack Backup Restore Exit |
+--------------------------------------------------+
Position the light bar over the [Pack] option as shown above and
press [Enter].
This option will pack (remove) all records from the database you
have previously selected for deletion.
+--------------------------------------------------+
| UTILITY MENU: Index Pack Backup Restore Exit |
+--------------------------------------------------+
Position the light bar over the [Backup] option as shown above
and press [Enter].
This option allows you to backup all of the Legal Time & Billing
database files to a floppy disk. It is recommended you perform
this task on a regular basis.
+--------------------------------------------------+
| UTILITY MENU: Index Pack Backup Restore Exit |
+--------------------------------------------------+
The <Restore> option allows you to restore your backup disks in
the event it becomes necessary.
+--------------------------------------------------+
| UTILITY MENU: Index Pack Backup Restore Exit |
+--------------------------------------------------+
Position the light bar over the [Exit] option as shown above and
press [Enter] to return to the Time & Billing Main Menu.
---------------------------------------------------------------------
MAIN MENU : Add Find Slip Reports Default Post Utility Quit
---------------------------------------------------------------------
INITIALIZE DEFAULT BILLING CODES:
Before using Legal Time & Billing, you must add your firm's
attorney rates, action codes and optional State Sales Tax. The
following steps must be performed:
ADD, UPDATE OR DELETE BILLING DEFAULT CODES:
From the Main Menu as shown below:
---------------------------------------------------------------------
MAIN MENU : Add Find Slip Reports Default Post Utility Quit
---------------------------------------------------------------------
a. Position the light bar over the [Default] option and press
[Enter].
The Default Menu will appear as shown below:
---------------------------------------------------------------------
DEFAULT MENU : Rate Code Tax Action Name Firm Printer Exit
---------------------------------------------------------------------
b. Position the light bar over the [Rate] option and press
[Enter].
The Hourly Rate edit window will appear in the center of the
screen with several default (sample) entries. You may elect to
delete these and create your own rates or modify the existing
entries.
c. Press the [F5] key to add a new hourly rate.
d. Type in an hourly rate and press [Enter].
e. Repeat steps c through e until you have added all of the
various hourly rates each attorney charge for services.
(To delete an hourly rate position the light bar over the rate
you wish to delete and press the [F6] key.)
NOTE: The Time and Billing system will allow you to add or
delete an hourly rate of "0.00". However deletion is not
recommended since on occasion the designated attorney may
desire to create a slip and not bill for the matter but
wishes to keep an audit record for the services rendered.
g. When completed, press the [F10] key to return to the Default
Menu.
---------------------------------------------------------------------
DEFAULT MENU : Rate Code Tax Action Name Firm Printer Exit
---------------------------------------------------------------------
a. Position the light bar over the [Code] option as shown above
and press [Enter].
The Action Code edit window will appear in the center of the
screen with several default (sample) entries.
NOTE: You may elect to delete these and create your own action
Code system or modify the existing entries.
Legal Time & Billing can be adaptable to other professions
other than legal by entering codes unique to that business.
b. Press the [F5] key to add a new action Code number.
c. Type in the Code number for this action and press [Enter].
d. Type in a description for this action and press [Enter].
A Type selection list will appear on the screen with the
following options:
+---------+
| Credit |
| Expense |
| Service |
+---------+
e. Position the light bar over the accounting Type for this
Action and press [Enter].
f. Repeat steps b - f until you have added all of the Action
codes for your firm or practice .
(To delete an Action Code, position the light bar over the Code
you wish to delete and press the [F6] key.)
g. When completed, press the [F10] key to return to the Setup
Menu.
ADD DEFAULT SALES TAX: (optional)
---------------------------------------------------------------------
DEFAULT MENU : Rate Code Tax Action Name Firm Printer Exit
---------------------------------------------------------------------
a. Position the light bar over the [Tax] option as shown above
and press [Enter].
If applicable to your State, enter the State Sales Tax that must
be added to your client statements for SERVICES rendered. An
example would be to enter "6.00" to represent 6% otherwise leave
blank and press [Enter] to return to the Default Menu.
---------------------------------------------------------------------
DEFAULT MENU : Rate Code Tax Action Name Firm Printer Exit
---------------------------------------------------------------------
a. Position the light bar over the [Action] option as shown
above and press [Enter] to enable/disable the Action Code
pick list. This option is available for those practices who
do not wish to bill clients by an Action code numbering
system.
If you answer "Y" to enable the Action Code pick list, this list
will appear whenever you add a slip. If you disable this
feature, the pick list will not appear. During slip generation,
a small window will appear in place of the Action Codes to
designate this transaction as a Service, Expense or Credit.
---------------------------------------------------------------------
DEFAULT MENU : Rate Code Tax Action Name Firm Printer Exit
---------------------------------------------------------------------
ADD ATTORNEY NAMES:
a. Position the light bar over the [Name] option as shown above
and press [Enter].
The Attorney edit window will be displayed in the middle of your
screen along with the following message:
+-------------------------------------------+
| Database empty. Add records (Y/N) ? [Y] |
+-------------------------------------------+
a. Press [Enter].
The cursor will be positioned in the ATTORNEY NAME field.
b. Type the attorney name in the format "John Q. Public" and
press [Enter].
The cursor will now be positioned in the INIT field.
c. Type the attorney's initials and press [Enter].
The cursor will now be positioned in the TITLE field.
d. Type a business title for this name that you would like
printed on the client statement when pre-printed letterheads
are not used. The title could be, "Attorney At Law", "CPA",
"Agent", etc. This is an optional field and may be left blank.
This field allows Legal Time & Billing to be adaptable to any
business other than the law profession.
The first attorney's information will now be saved.
e. To add more attorneys press [F5] key and repeat steps b - e.
f. When you have completed adding all of the attorneys in your
firm or professional group, press the [F10] key to save
entries and return to the Default Menu.
---------------------------------------------------------------------
DEFAULT MENU : Rate Code Tax Action Name Firm Printer Exit
---------------------------------------------------------------------
ADD FIRM NAME AND ADDRESSES:
a. Position the light bar over the [Firm] option as shown above
and press [Enter].
b. If this is a Single Practice or a Professional Group
comprised of independent attorneys type the letter "S"
otherwise type the letter "F".
(If there is no change press [Enter] to bypass.)
NOTE: If you have previously added more than one attorney name
and this is a single practice, an attorney selection list
will appear in the middle of the screen. If the list does
not appear, bypass step c.
c. If the attorney selection list appears, position the light
bar over the first attorney name and press [Enter].
A Firm Information window will appear in the middle of the
screen.
d. Enter the appropriate practice or firm name as it will appear
on correspondence with full mailing address and telephone
number for the selected attorney.
NOTE: If this is a firm, no attorney name will appear and you
will enter the firm's mailing information.
If this is a single practice, you have the ability to keep
separate addresses for each attorney in the group.
NOTE: Press [Esc] at anytime to exit the Firm Information
screen.
d. An Option Menu will appear at the bottom of the screen as
shown below:
+--------------------------+
| OPTION MENU: Save Exit |
+--------------------------+
f. To save the firm address you have just entered position the
light bar over the [Save] option and press [Enter].
(To abort without saving this address, position the light bar
over the [Exit] option and press [Enter].)
g. Continue adding addresses for the remaining attorneys by
pressing [Enter] and repeating steps b - g.
---------------------------------------------------------------------
DEFAULT MENU : Rate Code Tax Action Name Firm Printer Exit
---------------------------------------------------------------------
a. Position the light bar over the [Exit] option as shown above
and press [Enter] to return to the Main Menu.
ADD NEW CLIENT BILLING INFORMATION
---------------------------------------------------------------------
MAIN MENU : Add Find Slip Reports Default Post Utility Quit
---------------------------------------------------------------------
a. Position the light bar over the [Add] option as shown above
and press [Enter].
NOTE: If the message:
+-------------------------------------------+
| Missing Attorney Name. Press Any Key.... |
+-------------------------------------------+
appears. It indicates there are no attorney names to select
from. At the Main Menu, select the option "Default", and
then select the option "Name". Refer to ADD ATTORNEY NAMES
section of this documentation.
The cursor will be positioned in the Client No. field.
b. Type in a unique client number and press [Enter]. You may use
any format you wish including alpha characters.
NOTE: If you are a professional group comprised of multiple
independent attorneys and have occasion for this client to
retain separate services of others within your group, the
client number MUST be unique for each attorney.
If you are a firm, the client number can remain the same for
multiple cases for this client regardless of the attorney
assigned to those cases.
The cursor will be positioned in the Telephone field.
c. Type in the client's telephone number including area code.
The cursor will be positioned in the Ref. field.
d. Type in a action reference title for this client. During the
statement generation, you will have the option to include this
reference at the heading of the bill. This is useful when you
wish to bill a client seperately for each action instead of one
bill. The reference title at the top of the statement allows the
client to further identify the action the bill represents.
The cursor will be positioned in the Client field.
e. Type in the first, middle initial and last name of this
client. Each name field is seperate and may require you to
press the [Enter] key to advance to the next field.
The cursor will be positioned in the first Address field.
f. Type in the mailing address of this client and press the
[Enter] key..
The cursor will be positioned in the second Address field.
g. If the street address is mulitple line, you can type it in.
This is usually for Suite numbers, etc. If not required,
press the [Enter] key to leave this field blank and advance
to the City/St/Zip field.
The cursor will be positioned in City/St/Zip field.
h. Type in the city, state and zipcode for this client.
The cursor will be positioned in Interest field.
i. If you add late interest charges when a bill is not paid on
time, enter the amount here in percentage form. Notice you
can have seperate interest values for each client. Everytime
you post slips at the end of the month, this interest value
will be added to the remaining balance.
Repeat steps a - i if you wish to add more clients at this time,
else press the [Esc] key to return to the Main Menu.
FIND AND UPDATE CLIENT BILLING INFORMATION:
---------------------------------------------------------------------
MAIN MENU : Add Find Slip Reports Default Post Utility Quit
---------------------------------------------------------------------
a. Position the light bar over the [Find] option as shown above
and press [Enter].
The cursor will be positioned in the Client No. field.
b. Type in the Client number of the client and press [Enter].
If you have forgotten the client code, simply press the [Enter]
key on the blank field. An alphabetized list of all client codes
and associated names will be displayed. Place the light bar
over the client number and press the [Enter] key.
When the client is found, the Edit Menu will appear as shown
below:
---------------------------------------------------------------------
EDIT MENU : Update Next Previous Initialize Delete Exit
---------------------------------------------------------------------
d. Position the light bar over the [Update] option and press
[Enter].
The cursor will be positioned in the telephone field allowing
you to update or add any information for this client. Pressing
[Enter] allows you to proceed through the fields and pressing
the up arrow key allows you to reverse upward through the
fields.
At anytime, press the [PgDn] key to save the new information and
return to the Edit Menu. Otherwise pressing the [Esc] key will
abort the client data screen and will not save any corrections
or additions for this client.
Two additional function keys are available:
F2 - Clears the field you are currently residing in.
F3 - Toggles client status between "ACTIVE" and "INACTIVE" and
between "CONTINGENCY" and "NON-CONTINGENCY".
NOTE: Toggle the client status to "CONTINGENCY" when you accept
these cases. In this manner, an invoice will not be
generated unless specifically desired. You must still
create slips for all Contingency cases for audit purposes
and especially slips of an Expense nature so the client
can be billed for those items not associated with a future
settlement.
The "INACTIVE" toggle is used when you wish to keep a
client in the database but not generate statements.
---------------------------------------------------------------------
EDIT MENU : Update Next Previous Initialize Delete Exit
---------------------------------------------------------------------
f. Position the light bar over the [Next] or [Previous] option
as shown above and press [Enter].
The next or previous client data will appear in chronological
Client number order. Continuing to select [Next] or [Previous]
will step thru all of the clients.
---------------------------------------------------------------------
EDIT MENU : Update Next Previous Initialize Delete Exit
---------------------------------------------------------------------
a. Position the light bar over [Initialize] and press [Enter].
The "Initialize" option allows you to add beginning balances for
all clients. This option is normally used only once when Time &
Billing Professional is replacing your previous method of time &
billing. After current balances have been entered, this option
normally should not be used again. If adjustments need to be
made use the "Add Slip" option.
b. The cursor is placed on the blank "Current $" field. Type in
this client's current balance and press [Enter].
c. The cursor is placed in the "31 - 60" field. Continue to add
any additional balances due within the delinquency fields
noted below:
31 - 60
61 - 90
Over 90
d. The "Credits" field allow you to manually add the total of
all previous credits for this client.
---------------------------------------------------------------------
EDIT MENU : Update Next Previous Initialize Delete Exit
---------------------------------------------------------------------
a. Position the light bar over the [Delete] option as shown
above and press [Enter] to return to the Main Menu.
b. This option allows you to delete this Client from the
database. Select [Yes] to delete. If this Client has a
balance remaining, a warning message will appear asking if
you still want to delete this Client.
---------------------------------------------------------------------
EDIT MENU : Update Next Previous Initialize Delete Exit
---------------------------------------------------------------------
g. Position the light bar over the [Exit] option as shown above
and press [Enter] to return to the Main Menu.
ADD A BILLING SLIP:
---------------------------------------------------------------------
MAIN MENU : Add Find Slip Reports Default Post Utility Quit
---------------------------------------------------------------------
a. Position the light bar over the [Slip] option as shown above
and press [Enter] to toggle to the Slip display screen menu.
The Slip Menu will appear as shown below:
+------------------------------------+
| SLIP MENU: Add Find Client Exit |
+------------------------------------+
b. Position the light bar over the [Add] option and press
[Enter].
The cursor will be positioned in the Client No. field.
c. Type in the Client number this billing slip will be charged
to and press [Enter].
If the Client number exists, an Action Code selection list will
appear in the center of the screen.
If you have forgotten the client code, simply press the [Enter]
key on the blank field. An alphabetized list of all client codes
and associated names will be displayed. Place the light bar over
the client number and press the [Enter] key.
d. Position the light bar over the Action that represents the
transaction for this slip and press [Enter].
If you selected a Service action, the cursor will be positioned
in the Hourly Rate $ field, otherwise it is assumed the Action
is either an Expense or Credit and the Hourly Rate will be
bypassed.
e. Press [Enter] to display the Rate selection list.
f. Position the light bar over the hourly rate this attorney
charges for this action and press [Enter].
The cursor will be positioned in the Bill Date field.
g. Press [Enter] to accept the current date as the billing date
for this slip, otherwise type in another date.
The cursor will be positioned in the Hours Spent field.
h. Type in the hours spent for this service action and press
[Enter].
Use the decimal format to enter minutes. If you spent three (3)
hours and thirty (30) for this service, you would type in 3.5.
The Amount field will show the total amount for this billing
slip and the cursor will be positioned in the Memo field.
i. Type in a memorandum if required in the space provided and
press [Enter].
j. A new blank slip will be displayed. Repeat steps c through j
to add more slips, otherwise press [Esc] to re-display the
Slip Menu.
FIND A BILLING SLIP TO DELETE:
--------------------------------
SLIP MENU : Add Find Exit
--------------------------------
a. Position the light bar over the [Find] option as shown above
and press [Enter].
If the slip file is NOT empty, the cursor will be positioned in
the Client No. field.
b. Type in the Client number for the billing slip you wish to
find for deletion, then press [Enter].
If slips are found for this client, the first one found will be
displayed and the Edit Menu will appear as shown below:
----------------------------------------------
EDIT MENU : Next Previous Delete Exit
----------------------------------------------
c. If this is not the slip you wish to delete, position the
light bar over the [Next] option and press [Enter].
If other slips for this client exist and have not been
previously posted, the next slip will appear.
d. Continue selecting the [Next] option until the correct slip
is found.
----------------------------------------------
EDIT MENU : Next Previous Delete Exit
----------------------------------------------
e. Position the light bar over the [Delete] option as shown
above and press [Enter].
The following message will appear:
+-------------------------------------------------------+
| Are You Sure You Want To Delete This Slip (Y/N) ? [N] |
+-------------------------------------------------------+
f. Type the letter "Y" if you want to delete this slip otherwise
press [Esc] to abort and return to the Edit Menu.
After the slip is deleted, the slip display screen will reappear
with the cursor positioned in the Client No. field. If you wish
to find another slip, repeat steps b through f, otherwise press
[Esc] to return to the Edit Menu.
----------------------------------------------
EDIT MENU : Next Previous Delete Exit
----------------------------------------------
g. Position the light bar over the [Exit] option as shown above
and press [Enter] to return to the Slip Menu.
---------------------------------
SLIP MENU : Add Find Exit
---------------------------------
h. Position the light bar over the [Exit] option as shown above
and press [Enter] to toggle back to the Main Menu display.
PRINT A BILLING REPORT:
---------------------------------------------------------------------
MAIN MENU : Add Find Slip Reports Default Post Utility Quit
---------------------------------------------------------------------
a. Position the light bar over the [Reports] option as shown
above and press [Enter].
A Report Selection window will appear in the center of the
screen with the following report options:
+-----------------------------------+
| Aging Report |
| Attorney Time Report |
| Billing Statements |
| Client Time Report |
| Master Client List - By Id Master |
| Client List - By Name |
+-----------------------------------+
b. Position the light bar over the report you require and press
[Enter].
The attorney name list will appear IF this is a professional
group with more than one attorney.
c. Position the light bar over the attorney who is requesting
this report and press [Enter].
The following message will appear if you have select BILLING
STATEMENTS:
+----------------------------------+
| Pause Between Pages (Y/N) ? [N] |
+----------------------------------+
d. Type the letter "Y" if you have a single sheet printer
otherwise type the letter "N" indicating continuous feed
paper.
Press [Esc] to abort and return to the Main Menu.
After the selected report or statements have been printed, the
Main Menu will reappear at the bottom of the screen.
NOTE: The unregistered version of LEGAL TIME & BILLING will
insert the following message on each client statement:
"UNREGISTERED PROGRAM. THIS BILL FOR DEMOSTRATION PURPOSES ONLY."
To register and receive the latest version of LEGAL TIME & BILLING
please complete the order form:
=======================================================================
Legal Time & Billing Program
Copyright 1992: FrostByte Company
3398 Sir Henry Street
East Point, Georgia 30344
404/761-5029 Compuserve 70270,213
To Order the Legal Time & Billing Program send $49.95 (Check or Money Order).
C.O.Ds welcome (add $3.95).
Disk Size:_______
Name:___________________________________________________________
Address:________________________________________________________
Address2:_______________________________________________________
City:___________________________________________________________
State/Province:_________________________________________________
Zip/Postal Code:________________________________________________
Thank You!
=======================================================================
POST BILLING SLIPS:
---------------------------------------------------------------------
MAIN MENU : Add Find Slip Reports Default Post Utility Quit
---------------------------------------------------------------------
a. Position the light bar over the [Post] option as shown above
and press [Enter].
NOTE: The attorney name list will appear IF this is not a single
attorney practice or firm.
b. If the attorney selection list appears, position the light
bar over the attorney whose slips you wish to post and press
[Enter].
The following message will appear:
+---------------------------------------------------------------+
| Are You Sure You Wish To Post Slips At This Time (Y/N) ? [N] |
+---------------------------------------------------------------+
If you are ready to post all of the monthly billing slips for
the designated attorney or firm, type the letter "Y" and press
[Enter].
NOTE: Posting should be done AFTER you have prepared the various
financial reports. In particular, the following reports
should be printed BEFORE posting as the attorney billing
slips are deleted during this posting operation:
+----------------------+
| Attorney Time Report |
| Billing Statements |
| Client Time Report |
+----------------------+
If you elect NOT to post at this time, type the letter "N" and
press [Enter] to return to the Main Menu.
If you elect to Post, the following message will appear:
+----------------------------------------------+
| Archive Slip Data Before Posting (Y/N) ? [Y] |
+----------------------------------------------+
Legal Time & Billing will create an archival file of slip data
if you answer [Y]es. The file name will be in the form
"19920728.SLP". The eight numeric characters represent the
current year, month and day. It is suggested you manually copy
the .SLP file to a floppy disk and then delete the file from
your hard disk to gain more space. Refer to your DOS manual.
NOTE: The program tracks each attorney's posting cycle. POSTING
SHOULD BE PERFORMED ONLY ONCE DURING THE CURRENT MONTH!
If you select the <Post> option and it has been LESS than thirty
(30) days since the last posting for this attorney, a warning
message will appear alerting you of this fact.
(Each time you post, the aging routine will calculate the
interest for past due accounts of any client with an interest
amount greater than the default zero.)
If you have elected to post at this time, be advised that the
following operations will occur:
All slips will be reflected on the client's current balance
and/or credit amount.
Interest calculations will be computed on all balances over 30
days.
All "ACTIVE" clients with outstanding balances will be aged
regardless if new slips are posted.
After posting is complete, the Main Menu will reappear as shown
below:
---------------------------------------------------------------------
MAIN MENU : Add Find Slip Reports Default Post Utility Quit
---------------------------------------------------------------------
a. Position the light bar over the [Quit] option and press
[Enter] to exit the program.
**** End of Text ****
Legal Time & Billing Bug Report Form
Name: ______________________________________________________
Firm: ______________________________________________________
Address: ______________________________________________________
______________________________________________________
______________________________________________________
Office Phone: (____) _____________ FAX Phone: (____) ____________
System Memory ____ Version of DOS ____ Version of Time & Billing ____
Bug Repeatability: Always ___ Sometimes ___ Rarely ___
Bug Type: Locks up machine ___ Doesn't perform as Documented ___
Bug Description
______________________________________________________________
______________________________________________________________
______________________________________________________________
______________________________________________________________
______________________________________________________________
______________________________________________________________
______________________________________________________________
How can the bug be duplicated _______________________________
______________________________________________________________
______________________________________________________________
______________________________________________________________
______________________________________________________________
______________________________________________________________
______________________________________________________________
Time & Billing Suggestion / Comments Form
Name: ______________________________________________________
Firm: ______________________________________________________
Address: ______________________________________________________
______________________________________________________
______________________________________________________
Office Phone: (____) _____________ FAX Phone: (____) ____________
Suggestions / Comments: ____________________________________________
__________________________________________________________________
__________________________________________________________________
__________________________________________________________________
__________________________________________________________________
__________________________________________________________________
__________________________________________________________________
__________________________________________________________________
__________________________________________________________________
__________________________________________________________________
__________________________________________________________________
__________________________________________________________________
__________________________________________________________________
__________________________________________________________________
__________________________________________________________________
__________________________________________________________________
Your comments and suggestions are appreciated. If you don't let us
know how we can make TIME & BILLING better, it may never get done.
Legal Time & Billing Program
Copyright 1992: FrostByte Company
3398 Sir Henry Street
East Point, Georgia 30344
404/761-5029 Compuserve 70270,213
To Order the Legal Time & Billing Program send $49.95 (Check or Money
Order). C.O.Ds welcome (add $3.95).
Disk Size:_______
Name:___________________________________________________________
Address:________________________________________________________
Address2:_______________________________________________________
City:___________________________________________________________
State/Province:_________________________________________________
Zip/Postal Code:________________________________________________
Thank You!
===============================
APPENDIX B
Legal Time & Billing File List
===============================
INSTALL.BAT \ Batch file to install Time & Billing
SEE.EXE / View and print Time & Billing User's Guide
PRINT66.COM Print utility for laser and deskjet printers
ATTORNEY.DBF \
CALENDAR.DBF \
CLIENT.DBF \
FIRM.DBF \ Time & Billing database files
LOOKUP.DBF /
PRINTERS.DBF /
SERIAL.DBF /
SLIPS.DBF /
SYSDATA.DBF /
LTB.DOC Time & Billing User's Guide
LTB.EXE \ Time & Billing executable program
LTB.OVL / Overlay portion of Time & Billing program
AGING.FRM \
ATTTIME.FRM \ Layout files for reports
CLITIME.FRM /
MASTER.FRM /
