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Amicus Billing User GuideJune 2020Abacus Data Systems Canada, Inc.Phone: cusnext.comUse of the software is subject to the terms of the license agreement.Copyright 2020 Abacus Data Systems Canada, Inc. All rights reserved.AMICUS and AMICUS ATTORNEY are registered trademarks, and AMICUS ANYWHERE, AMICUSBILLING, AMICUS TIMETRACKER, and DO are trademarks are trademarks, of Abacus Data SystemsCanada, IncMicrosoft, SQL Server, Windows, Windows Server, Internet Explorer, and Outlook are either registeredtrademarks or trademarks of Microsoft Corporation in the United States and/or other countries.QuickBooks is a registered trademark and service mark of Intuit Inc. in the United States and othercountries.All other trademarks referenced are the property of their respective owner. Abacus Data Systems Canada,Inc. disclaims any proprietary interest in trademarks other than its own.iiAmicus Billing User Guide

Brief Contents1.Welcome . 12.Getting Around in Amicus Attorney . 53.Setting Up Your Office . 134.Dailies . 195.Files . 236.Clients. 637.Time, Fees, and Expenses . 738.Trust . 859.Billing . 9710. Reports . 12911. APX (Abaacus Payment Exchange) . 131A. Administrator: Getting Started. 151B. Administrator: Customizing Billing . 171C. Administrator: Administering the Database. 207D. Keyboard Shortcuts . 211E.Third-Party Links . 217Index . 219Amicus Billing User Guideiii

ivAmicus Billing: User Guide

Detailed Contents1.Welcome . 1What’s new . 32.Getting Around in Amicus Attorney . 5Billing Users and Billing Supervisors . 6Amicus Navigation Pane. 7The modules . 8Amicus Floating Toolbar . 9Navigator . 10Getting help . 113.Setting Up Your Office . 13My Application - Defaults on Login preferences . 14Dailies Dashboard pages. 154.Dailies . 195.Files . 23Adding a File . 24Looking up Files . 25Using the Files Index . 26Working with File details . 28Restricting access to a File . 29People on a File . 30Looking up People on a File . 30Assigning a Person to the File . 31Amicus Billing User Guidev

Specifying a Client’s billing information on a File . 31Specifying information for a Firm Member on the File . 33Filling in accounting information for a File . 34Filling in general client and matter information for a File. 34Filling in basic billing information for a File . 35Filling in billing settings for a File . 37Split Billing . 44Setting Billing alerts for a File. 47Working with transactions on a File . 48File account overview . 48Time/Fee transaction details . 50Expense transaction details . 52Bill transaction details . 53Trust transaction details . 55General Retainer transaction details . 56Using other information on a File . 58Refunding General Retainer . 616.Clients . 63Adding a Contact . 64Looking up Clients . 64Using the Clients Index . 64Working with Client records . 67Working with a Client’s details . 68Working with the File referrals list for a Person . 69Working with balances and billing options for a Client . 697.Time, Fees, and Expenses . 73Creating Time Entries . 74Working with Time Entries . 76Creating and working with Expense Entries . 77Reviewing Time Entries and Expenses . 78Using the Time-Fees view . 78Using the Client Expenses view . 80Viewing Time Statistics . 82Searching Time Entries . 83Mass change to Time Entries. 848.Trust .85Looking up Trust . 86viiiAmicus Billing User Guide

Using the Trust Index . 86Receiving Trust . 88Paying Expenses from Trust (Trust Checks) . 90Transferring Trust to AR . 92Transferring Trust between Files . 949.Billing .97Creating Bills . 98Billing a single File . 98Billing multiple Files (mass billing) . 102Working with Draft Bills . 105Posting Final Bills . 109Setting billing options . 113Looking up Bills, Write-Ups/Downs, and Payments. 115Using the Billing Index . 116Working with Bills listed in the Billing Index . 118Receiving Client Payments . 119Writing Bills up or down . 123Sending Reminder Statements . 12510. Reports .12911. APX (Abacus Payment Exchange).131How to set up APX . 132Managing Payments in Amicus Attorney . 136Making a Payment in Amicus Attorney . 139Viewing APX Transactions . 142A.Administrator: Getting Started .151Ensuring data consistency . 151First-time licensing and setup . 155Data conversion and settings. 159Entering startup balances . 160Firm Member designations .