1. Legalmaster Altering Financial Transactions

2. Basic Assumption With the exception of the time you spend entering your financial transactions into Legalmaster, your most time consuming billing function is altering those same transactions prior to producing your invoices and statements. We prepared the following with that in mind.

3. Access You may access any financial transaction you have ever entered by selecting List/Alter from the Transaction entry screen.

4. Create a list In order to alter a transaction, you must first display it. In order to alter a transaction, you must first display it. You do this by creating a list of all transactions that conform to a set of criteria. You do this by creating a list of all transactions that conform to a set of criteria. The more criteria you The more criteria you enter, the shorter the resulting list. You may specify a You may specify a timekeeper, a date range, a client or matter, a grouping code, an invoice number and whether you wish Legalmaster to search Current Period, History or both.

5. Control your list Once you click the “Do Search” button, Once you click the “Do Search” button, You may sort the resultant list by any of its columns merely by clicking on the You may sort the resultant list by any of its columns merely by clicking on thecorresponding column header.

6. Editing Options You may display a transaction by double clicking on it. You may then alter any part of it. You may display a transaction by double clicking on it. You may then alter any part of it. But there are a number of time-saving options, as well. But there are a number of time-saving options, as well. Right-click on a Right-click on a transaction to display a small window that lets you Click once to hold the Click once to hold thetransaction Click the box beneath Click the box beneath that to tell Legalmaster to hide that transaction’s hours on the billing statement.

7. Easily edit the description You may quickly view and edit a transaction’s description by highlighting it and clicking the “Edit Description” button. You may quickly view and edit a transaction’s description by highlighting it and clicking the “Edit Description” button.

8. Description Window In addition to altering the description right here In addition to altering the description right here You may convert all or part of the text to upper or lower case. You may convert all or part of the text to upper or lower case.

9. Global Changes A powerful time saver is the feature that lets you change many transactions at once. A powerful time saver is the feature that lets you change many transactions at once. First select the ones First select the ones you want to change by checking them in the boxes on the left.

10. The Global Change Menu You see three options on the resultant menu. You see three options on the resultant menu. The first two address the text of the descriptions. The first two address the text of the descriptions. Spell check all of the transactions you selected. Spell check all of the transactions you selected. Search or replace text, Search or replace text, again through all of the transactions’descriptions.

11. More Global Options Select “Other options…” to Change the employee Change the employee Move or copy to another matter Move or copy to another matter Change the Change the transactions’ date Suppress hours on the Suppress hours on thebill Hold or release from Hold or release fromhold Make non-billable Make non-billable

12. Split Transactions You may have noticed that you cannot check split (dummy/receptor) transactions. That is because the nature of such entries does not avail itself to many of the global features. Nevertheless, we do let you perform the text functions, viz, spell check and search/replace, on split entries. You must merely check the box labeled “Show split transactions only” before performing your search.

13. Employee Time at a Glance This feature lets you quickly determine if one of your employees has entered his or her time. This feature lets you quickly determine if one of your employees has entered his or her time. All you need do is 1) specify a timekeeper and All you need do is 1) specify a timekeeper and 2) click the “Employee 2) click the “Employee Time at a Glance” button.

14. Employee Time at a Glance continued This screen should be fairly self explanatory. Just select a month and year.

15. And here’s what you get Hours for the month, billable, non- billable and total Click on any days to see the detail.

16. Thanks for Your Time We’ve covered the basics. You may learn more about transactions We’ve covered the basics. You may learn more about transactions on our website, www.legalmaster.com, on our website, www.legalmaster.com,www.legalmaster.com on Legalmaster’s help screens on Legalmaster’s help screens or by calling us at (510) 547-8085. or by calling us at (510) 547-8085. We also welcome your suggestions regarding how we might improve this tutorial. We also welcome your suggestions regarding how we might improve this tutorial.