Hi Mike,
I'd like to get a printout of all settlements paid & unpaid in 1 report. When a case is settled, it's entered in Case Activity the same way "GMC SETTLED" or "JVS SETTLED" or "DAD SETTLED". When we receive payment, that activity changes to " GMC SETTLED" etc.... How can I get a listing in the same report of all cases that begin with & also the ones that begin with GMC SETTLED & JVS SETTLED & DAD SETTLED?
Thanks, Leslie
CASE ACTIVITY REPORT
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Michael Appell
Re: CASE ACTIVITY REPORT
Hello,
you want to run the Case Activity report. The more you fill out on the left (the case filters), the faster the report will run.
Just enter your filter for the case event like or GMC, etc and A1-Law will pull ALL the cases that have case activity that start with that. You may do the same thing for any form letters that go out as well or DOR's or APPLICANT ENTERED INTO COMPUTER, etc. Once the results are displayed, you may click the MONEY dropdown to automatically sum up all the outstanding fees or fees paid so long as there is a $ before the amount.
Mike
you want to run the Case Activity report. The more you fill out on the left (the case filters), the faster the report will run.
Just enter your filter for the case event like or GMC, etc and A1-Law will pull ALL the cases that have case activity that start with that. You may do the same thing for any form letters that go out as well or DOR's or APPLICANT ENTERED INTO COMPUTER, etc. Once the results are displayed, you may click the MONEY dropdown to automatically sum up all the outstanding fees or fees paid so long as there is a $ before the amount.
Mike
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Leslie
Re: CASE ACTIVITY REPORT
Hi Mike,
1) Can I use wildcard characters to pick-up activities that have a certain statement or word within it but does not begin with that word or statement? For instance, I want a report of all activities that contain the word "SETTLED" but do not necessarily begin with that word.
2) a) On the MONEY dropdown, I got 3 different amounts in Column 1, Column 2 & Column 3...what do the amounts in each column correspond to..how does the system know which column to add a figure to?
b) And if it's adding $amounts, will it subtract also? If so, how would a negative figure be entered?
Thanks, Leslie
1) Can I use wildcard characters to pick-up activities that have a certain statement or word within it but does not begin with that word or statement? For instance, I want a report of all activities that contain the word "SETTLED" but do not necessarily begin with that word.
2) a) On the MONEY dropdown, I got 3 different amounts in Column 1, Column 2 & Column 3...what do the amounts in each column correspond to..how does the system know which column to add a figure to?
b) And if it's adding $amounts, will it subtract also? If so, how would a negative figure be entered?
Thanks, Leslie
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Michael Appell
Re: CASE ACTIVITY REPORT
1) Can I use wildcard characters to pick-up activities that have a certain statement or word within it but does not begin with that word or statement? For instance, I want a report of all activities that contain the word "SETTLED" but do not necessarily begin with that word.
Please use the Advanced filter for that. However, I would probably consider using the word SETTLE instead of Settled (just in case since we are talking about any and all events that have at least those letters in them).
You may do pretty much anything you like with the advanced filter. Use the dollar sign operator to accomplish this. For example (in the advance case activity filter):
"SETTLE" $ upper(caseact.event)
will do exactly what you are asking for. Here's another example:
"SETTLE" $ upper(caseact.event) OR "PAID" $ upper(caseact.event)
2) a) On the MONEY dropdown, I got 3 different amounts in Column 1, Column 2 & Column 3...
That's because you have at least one event in all your case activities that have 3 dollar signs in it. Example: 3/5/2002 SETTLED $500 $200 $400
Many offices start each event with MONEYNPD $800
where NP means Not Paid and D would be Depo fee or C for C & R. Then when it is paid they edit the case activity and change it from MONEYNPD to MONEYPD. This way they may print out all the MONEYNP (not paid) and all the MONEYP (paid). As long as you change the case activity entries once they are paid so that they start with something different (ie: clicking the money button in case activity will also work) then it's relatlvely simple to track fees.
2b. what do the amounts in each column correspond to..
it was meant for tracking partial payments.
2c. how does the system know which column to add a figure to?
It looks for a dollar sign.
b) And if it's adding $amounts, will it subtract also? If so, how would a negative figure be entered?
Put a - after the dollar sign; like this:
SETTLED $-500
See the February 2001 newsletter for more information and other ideas.
Mike
Please use the Advanced filter for that. However, I would probably consider using the word SETTLE instead of Settled (just in case since we are talking about any and all events that have at least those letters in them).
You may do pretty much anything you like with the advanced filter. Use the dollar sign operator to accomplish this. For example (in the advance case activity filter):
"SETTLE" $ upper(caseact.event)
will do exactly what you are asking for. Here's another example:
"SETTLE" $ upper(caseact.event) OR "PAID" $ upper(caseact.event)
2) a) On the MONEY dropdown, I got 3 different amounts in Column 1, Column 2 & Column 3...
That's because you have at least one event in all your case activities that have 3 dollar signs in it. Example: 3/5/2002 SETTLED $500 $200 $400
Many offices start each event with MONEYNPD $800
where NP means Not Paid and D would be Depo fee or C for C & R. Then when it is paid they edit the case activity and change it from MONEYNPD to MONEYPD. This way they may print out all the MONEYNP (not paid) and all the MONEYP (paid). As long as you change the case activity entries once they are paid so that they start with something different (ie: clicking the money button in case activity will also work) then it's relatlvely simple to track fees.
2b. what do the amounts in each column correspond to..
it was meant for tracking partial payments.
2c. how does the system know which column to add a figure to?
It looks for a dollar sign.
b) And if it's adding $amounts, will it subtract also? If so, how would a negative figure be entered?
Put a - after the dollar sign; like this:
SETTLED $-500
See the February 2001 newsletter for more information and other ideas.
Mike
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Heather
Re: CASE ACTIVITY REPORT
Our secretaries need to be able to print a report similar to the Case Activity Cost Report - All Activities. However, they need to be able to set the criteria to filter for only activites of a certain fee classification (so that the report would only show activities for which we bill), and the report needs to print the file #, file name, time/minutes, type of fee or cost, and event - per specified user. If (and can) I can create this report in the Tools/A1Law Menu Options/Reports feature, or elsewhere, can I make it a type of report that all users could access?
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Michael Appell
Re: CASE ACTIVITY REPORT
I'm assuming this report is on a "Case by Case" basis which would be generated from within a specific client card (as opposed to a report for all cases or all open cases, etc)? When you click the Printer icon from Case Activity, there is a spot to enter the "Type of Cost or Fee" Entering something in that spot will filter the report.
Regarding different formats - are you using the Case Activity RTF format? You may want to look into that one. Right click on Case Activity, click RTF Format. Go to the case activity category for costs, click the Other features button and click Configure Defaults, Admin Update. Set the Activity Format to Checks. This will tell the Case Activity to display it in a check format with the check number and a running balance (like a check register)
Click the Printer Icon and select the COSTS2 option. You may filter by Type of Fee or Cost. Please post an example of how you would like the report to look when printed. For example:
File #: 3245
File name: Jon Doe vs. ABC
Date Description Amount Payment CheckNo Balance
(the above example is already available in the COST2 option).
Mike
Regarding different formats - are you using the Case Activity RTF format? You may want to look into that one. Right click on Case Activity, click RTF Format. Go to the case activity category for costs, click the Other features button and click Configure Defaults, Admin Update. Set the Activity Format to Checks. This will tell the Case Activity to display it in a check format with the check number and a running balance (like a check register)
Click the Printer Icon and select the COSTS2 option. You may filter by Type of Fee or Cost. Please post an example of how you would like the report to look when printed. For example:
File #: 3245
File name: Jon Doe vs. ABC
Date Description Amount Payment CheckNo Balance
(the above example is already available in the COST2 option).
Mike
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Heather
Re: CASE ACTIVITY REPORT
Actually, the report needs to be for all cases by the Attorney/Paralegal billing.
Accounts Payable
Biller: Jon Doe
File No File Name Date Time Code Event
(Your File No) (Type of Fee)
12011 Jane Doe vs. Co. 5/1/02 20 min XLY Spoke w/ adj.
I checked out all the options you listed, and none of them seem to pull this criteria for me. When I try filtering by entering criteria in the Type of Cost or Fee line, it does not filter for the Classification, whether I type in Accounts Payable, Payable, or Accounts.
Accounts Payable
Biller: Jon Doe
File No File Name Date Time Code Event
(Your File No) (Type of Fee)
12011 Jane Doe vs. Co. 5/1/02 20 min XLY Spoke w/ adj.
I checked out all the options you listed, and none of them seem to pull this criteria for me. When I try filtering by entering criteria in the Type of Cost or Fee line, it does not filter for the Classification, whether I type in Accounts Payable, Payable, or Accounts.