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New Client and Matter ID Preferences
A new
feature in the latest release of Amicus Accounting provides
more flexible Client and Matter IDs with extended field lengths,
support for alphanumeric formatting for manual entry, and
numeric auto-numbering as an optional setting. Support for
this feature has been extended to the integration with Amicus
Attorney, allowing users to optionally maintain their existing
IDs when they initialize the Integration, and to manually
enter Client and Matter IDs for new Files.
If the
Client Matter ID auto-numbering option is turned off in Amicus
Accounting, Integration pre-initialization checks will test
Amicus Attorney Files to ensure that the Client and Matter
ID are present, not too long, not duplicates of those on another
File, etc. An interactive report dialog allows for easy access
to these Files.
If
Accounting is set for automatic Client Matter numbering:
- Each
Amicus Accounting Client Matter has a unique Client Matter
ID ("File ID") that identifies the Client Matter. In Amicus
Attorney, each File has a Client ID and Matter ID that will
be automatically assigned from Amicus Accounting upon initialization/exchange.
- Amicus
Accounting assigns IDs automatically. The Client Matter
ID is composed of a unique Client ID (up to 15 digits) followed
by a Matter ID (up to 10 digits, typically 3 digits: 001,
002,. etc.)
For example,
if the last Client ID assigned in your client database was
2587, the Next Client Number shown in Firm Settings will be
2588. When you create a new client, Amicus Accounting will
automatically assign 2588 as the Client ID. The first matter
for that client will be automatically assigned the Matter
ID of 001. The Client Matter ID will be 2587/001. If you want
to add another matter to this client, use the Create New Matter
function and choose client 2587 - the Client Matter ID 2587/002
will be automatically assigned.
You may
change the Next Client Number in Firm Settings at any time.
For example, you might include the year as part of the number
and change it each January 1st - e.g. 20060001, 2007000, etc.
The Matter
ID number is usually 3 digits (001, 002, etc.), but if you
add more than 999 matters to a client, the number will grow
to 4 digits (1000, 1001, etc.).
- During
initialization of the Integration, any Client and Matter
IDs previously stored in Amicus Attorney Files will be cleared,
and new IDs will be assigned from Amicus Accounting. For
audit trail purposes, these former IDs will be stored in
the Other field of the Amicus Attorney File's Admin - Accounting
view.
If
Accounting is NOT set for automatic Client Matter numbering:
- Each
Amicus Accounting Client Matter and Amicus Attorney File
has a unique Client ID and Matter ID that identifies the
Client Matter.
- Users
will enter the IDs. The Client Matter ID is composed of
a unique Client ID (up to 15 characters) followed by a Matter
ID (up to 10 characters).
- During
initialization of the Integration, any Client and Matter
IDs previously stored in Amicus Attorney Files will be kept
as is.
See the
Amicus
Accounting Technical Resource Guides for more information
on updating your current installation.
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Amicus
Accounting is currently not available in Canada.
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