New from Juris Training!

The Juris Training Team has unveiled two new classes for advanced users of the tool.  Designed to facilitate conversation between participants, these sessions thoroughly cover tips and tricks regarding A/R and A/P in Juris.  See below for detailed class descriptions and registration links.

Best Practices for Juris Accounts Receivable

If you’ve been using Juris and Juris Suite to set up clients, record time, post cash receipts and run conflict/client inquiries for any length of time, you will come across tricks and tools that make your daily processing easier.  Come to this 2-hour Instructor-led session designed to evoke a tips and tricks discussion among participants.  AR best practices will be shared by the Instructor to help improve efficiency, and hands-on practice of those tips also be incorporated.  Topics include:

Client/Matter Setup

  • Locating Clients and Matters
  • Propagate Changes
  • Billing and UDF Fields
  • Notecard Templates
  • Clients for HR and Prospects

Time and Expenses

  • Preferences
  • “Up One Level” To Post
  • Juris Suite- Compliance Rules
  • Juris Suite- Customize Grid
  • Juris Suite- Active Matters Only

Cash Receipts and Credit Memos

  • Enter Only The Bill #
  • Cash Wizard
  • Zoom
  • Deleting Fields vs. Rows
  • Printing a Deposit Slip
  • Recover a Write-Off

Client/Matter and Conflict Inquiries

  • Client/Matter- Check # in Payor Field
  • Client/Matter- Sort, Export, View Bill and Timekeeper Options
  • Conflict Inquiry- Boolean Logic
  • Juris Suite Client/Matter- Additional Features
  • Juris Suite Conflict- Additional Features

August 14, 10am EST
Best Practices for Juris Accounts Receivable

Best Practices for Juris Accounts Payable

If you’ve been using Juris to set up vendors, process payment vouchers and print checks for any length of time, you will come across tricks and tools that make your daily processing easier.  Come to this 2-hour Instructor-led session designed to evoke a tips and tricks discussion among participants.  AP best practices will be shared by the Instructor to help improve efficiency, and hands-on practice of those tips also be incorporated.  Topics include:

Vendor Setup

  • Set Up 1099 Information
  • Choose Defaults
  • Vendor Note Cards
  • Vendor vs. AP Groups
  • Inactivate Old Vendors
  • Handling Duplicate Vendors

Payment Vouchers

  • Expense Narrative Auto-Fill
  • Preferences
  • Edit Vendors On-The-Fly
  • Voucher Date vs. Invoice Date
  • Recurring Vouchers
  • Negative Vouchers

Check Management

  • Change Payment Amount
  • Create Vendors On-the-Fly
  • Choose Carefully When Voiding
  • Create Trust Vendors
  • Cut a Trust Check before Receipt of Funds

August 13, 2pm EST
Best Practices for Juris Accounts Payable (08/13/2014-08/13/2014)

About Chris Katchuk

Chris attended Hobart & William Smith college in upstate New York where he majored in English and American History. Upon graduation, Chris started his own business in 2005 in the construction industry. After selling the business in 2007, he went to work for Redwood Analytics as the Marketing Specialist. Currently he works for LexisNexis as the Operations Manager the Training and Professional Services Team.