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File maintenance guide File Maintenance Back O ?ce Reference Guide Version CCopyright ?? Orion Law Management Systems Inc All rights reserved Printed in the United States of America www orionlaw com All Rights Reserved No part of this publication may be r

File Maintenance Back O ?ce Reference Guide Version CCopyright ?? Orion Law Management Systems Inc All rights reserved Printed in the United States of America www orionlaw com All Rights Reserved No part of this publication may be reproduced transmitted stored in a retrieval system nor translated into human or computer language in any form or by any means electronic mechanical magnetic optical chemical manual or otherwise without the prior written consent of the copyright owner ORION Law Management System Inc Powers Ferry Road SE Building Atlanta Georgia This guide is however tutorial in nature Thus permission is granted to the reader to include the example programs either in whole or in part in his or her own program Copyrighted software that accompanies this guide is licensed to the End User for use only in strict accordance with the End User License Agreement which License should be read carefully before commencing use of the software CContents Contents About This Guide vii Chapter File Maintenance System Overview Chapter Overview - Orion File Maintenance - Setting Up Overhead Files - File Maintenance Manager View - Navigation - Function Keys and Keyboard Activity - Searches - Security - Setting Up Users - Overview of User IDs in Orion - Backing Up Your Data - Requests for Support - Support Procedures - Chapter General Ledger Accounts Chapter Overview - Setting Up the Chart of Accounts - Setting Up General Ledger Default Accounts - Chapter System Information Chapter Overview - Setting Up Firm Information - De ?ning Client Information - De ?ning Matter Information - Setting Up Accounting Information - Chapter Codes Setup Chapter Overview - Practice Group Codes - Adding a Practice Group Code - Editing a Practice Group Code - Deleting a Practice Group Code - File Maintenance Back O ?ce Reference Guide iii CContents Department Codes - Adding a Department Code - Editing a Department Code - Deleting a Department Code - Location Codes - Sales Tax Codes - Timekeeper IDs - Adding a Timekeeper - Editing a Timekeeper - Deleting a Timekeeper - Viewing Timekeeper Status - Task Sets - Setting Up and Adding Task Sets - Editing a Task Set - Deleting a Task Set - Chapter Client Information Chapter Overview - Adding a Client - Editing a Client Record - Deleting a Client Record - Viewing Client Information - Viewing Client Con icts of Interest - Closing All Matters for a Client - Chapter Matter Information Chapter Overview - Adding a Matter - Editing a Matter - Printing a File Copy - Moving a Matter - Deleting a Matter - Viewing Matter Information - Viewing Matter Con icts of Interest - iv Orion Law Management Systems Inc CContents Chapter Matter Task Codes Chapter Overview - Setting Up a Matter for Task Billing - Adding a Phase-Task Code - Editing a Phase-Task Code - Deleting a Phase-Task Code - Copying Task Codes - Removing a Matter from Task Billing - Chapter Entry ID Information Chapter Overview - Adding an Entry