2010 Practice Management Annual Conference Mastering Receivables in Juris Presented by: Celeste Bradford Juris ®

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Presentation transcript:

2010 Practice Management Annual Conference Mastering Receivables in Juris 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 Examine Juris receivables management functions, including best practices for: bank deposits collections activities write offs.

2010 Practice Management Annual Conference Best Practices for Cash Receipts Firm Options: Batch #43 Batch #44

2010 Practice Management Annual Conference Best Practices Preferences – Continuous New Mode Options for check numbering for Wire Transfers and ACH deposits Add to the Payor line if payment received from 3 rd party OTHER tab – account #? Post cash receipts before posting invoices Mail invoices immediately after printing so AR balances will reflect the most recent payments Using Collection Terms and Status to manage collections Write off entire balance option on Credit Memos

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?