2010 Practice Management Annual Conference Create and Maintain Budgets for Clients, Timekeepers and General Ledger Presented by: Celeste Bradford Juris ®

2010 Practice Management Annual Conference Education: –BS in Finance Experience: –10 years experience supporting law firms using Juris ® solutions as Support Specialist, Report Engineer, Trainer, and Consultant –1 year experience as a Billing Coordinator Contact me:

2010 Practice Management Annual Conference Objectives Create and maintain –General Ledger Budgets –Timekeeper Budgets –Client/Matter Budgets –Payroll How to compare the budgets against actual on reports in Active Information Core Reporting to make management decisions.

2010 Practice Management Annual Conference General Ledger Budget Ways to create a GL Budget: Create new and enter budget numbers in Juris Suite Export template from Juris Suite, enter data, import back into Juris Suite Export existing budget to an Excel spreadsheet, enter data, import back into existing budget or as a brand new budget

2010 Practice Management Annual Conference Creating New General Ledger Budget Budget Name and Budget Code begin with alpha character Select the GL accounts to be included in budget Select to import Actuals now or later

2010 Practice Management Annual Conference Entering Data in GL Budget Manually enter budget numbers into the budget column Check out the Spread Options!

2010 Practice Management Annual Conference Select Columns in GL Budget Click on the Advanced Options tab to select which columns you want to view on your budget These columns will be included if you export the budget to Excel for data entry

2010 Practice Management Annual Conference Timekeeper Budgets Budget by Working Timekeeper for: Hours Worked Fees Worked Fees Billed Fees Received Expenses Incurred by Timekeeper Fees Worked by Task Code by Timekeeper

2010 Practice Management Annual Conference Client Matter Budgets Budget by Task Codes for: Hours Worked Fees Worked Fees Billed Fees Received You can also budget for Phases if needed.

2010 Practice Management Annual Conference Additional Training Opportunities For additional training opportunities, visit LexisNexis® University, where you may learn more about eLearning, eConsulting, Classroom, Anytime, and Just in Time Training class offerings. The Juris® Client Services Team offers on-site training, workflow analysis, and consulting to optimize your Juris software systems. Contact your local Juris representative for more information.

2010 Practice Management Annual Conference Who is your representative?