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Accounting reference guide 1

Abacus Accounting Reference Guide Practice Control Fast Easy CLast Updated Copyright Trademarks Special thanks To contact us October ? Abacus Data Systems Inc All rights reserved Abacus Accounting is a trademark of Abacus Data Systems Inc Other trademarks are owned by their respective manufacturers To all our Abacus users for your suggestions and recommendations that have helped over people to know and love Abacus Abacus Data Systems Inc Towne Centre Drive Suite San Diego CA Administration Support Sales support email support abacuslaw com website http www abacuslaw com CContents Getting Started What Is Abacus Accounting Logging in to Abacus Accounting Exiting Abacus Accounting Accounting Basics Quick Review of Debits vs Credits Hard Costs vs Soft Costs General Accounting De ?nitions Overview of Ledgers Daily Monthly and Year-End Activities in Abacus Accounting Daily Abacus Accounting Activities Monthly Abacus Accounting Activities Yearly Abacus Accounting Activities Setup Changing Your Company Preferences Changing General Information for Your Company Preferences Changing the Check Types You Use Changing Your Company Address Information Setting Up Multiple Companies Setting Workstation Options Setting Display Printing Options Setting Data Entry Options Setting Miscellaneous Workstation Options Setting Email Options for Reporting Setting Spell Check Options User Management Setting New Matter Defaults Maintaining Timekeeper Codes Adding Editing Timekeeper Codes Maintaining Timekeeper Divisions Adding Editing Timekeeper Divisions Maintaining Timekeeper Titles Adding Editing Timekeeper Titles Maintaining Timekeeper Budgets Adding Editing Timekeeper Budgets Maintaining Case Codes Adding Editing Case Codes Maintaining Client Expense Codes Adding Editing Client Expense Codes Maintaining Activity Codes Adding Editing Activity Codes Maintaining Time Ticket Codes Adding Editing Time Ticket Codes Maintaining Task Based Billing Codes Adding Editing Task Based Billing Codes Abacus Accounting Reference Guide Contents i CMaintaining Billing Format Codes Adding Editing Billing Format Codes Using Report Editor for Billing Format Codes Maintaining the Chart of Accounts Adding Editing Accounts Setting Default Accounts Maintaining Vendors Adding Vendors Editing Vendors Matters Adding Matters Viewing Matters Editing Matters Editing General Information for Matters Editing Billing Information for Matters Editing Monthly Fee Billing for Matters Editing Rates for Matters Editing Billing Address for Matters Editing General Comments for Matters Editing Fee Sharing for Matters Editing Credit Card Information for Matters Editing Payment Schedule for Matters Fee Sharing Overview of Fee Sharing Fee Sharing Procedure Note about Implementing Fee Sharing Note about Reports Implementing Flat Fee with Payment Schedule Editing Closed Matters Writing O ? Matters Transferring Matter Billing Activity Transferring Matter Trust Activity Matter Financial Summary Report Matter History Report Managing Your Billing Cycle Steps in the Billing Cycle Entering Time Overview of Time Tickets Entering Time Tickets from AbacusLaw Managing Time Tickets from Abacus Accounting Finding Time Tickets Adding Cloning or Editing Time Tickets Transferring Time Tickets Managing Soft Costs and Adjustments Adding Editing Soft Costs and Adjustments Organizing and Posting Prebills and Bills Overview of Prebills and Bills Viewing Prebills and Bills CSetting Billing Criteria by Group Setting Billing Criteria by Client-Matter Printing Prebills and Bills Printing Prebills Bills to File Adjusting Prebills Managing Bills through Bill Preview Reprinting Posted