ACCOUNTING FREE TRIAL click here

Changing the Client Assignment on a Matter

A new function in Amicus Accounting 2008 enables users to reassign a matter from one client to another when necessary. This assigns a different Client Matter ID to the matter and moves all Accounts Receivable, billings, trust, WIP (unbilled fees & expenses), history, etc. to the new client. For example, someone might have created a "Richter Purchase" matter accidentally on the John Richter client instead of the Jimmy Richter client, and you now wish to fix that mistake.

1. Go to Clients > Change Client on Matter.
   
   
2. In the Replace Client On field, select the Client Matter ID either by scrolling through the list or by typing the information you wish to find and allowing the selector to automatically search the list and highlight the closest match. Click OK or double-click a client matter.
   
   

3. Clients - Change Client on Matter

   In the Client field, indicate the client to whom you want the Matter reassigned.
   
   If you identify an existing client, that client's ID will be assigned. If the firm is set for automatic numbering, the Matter ID will be automatically assigned. If the firm is NOT set for automatic client matter file numbering, a New Client Matter dialog appears-enter a Matter ID that is unique for the new client, up to 10 characters long, and click OK.
   
   Or, if you click New to create a new client, you will need to enter information about the new client:
• If the firm is set for automatic numbering, the Client ID and Matter ID are automatically assigned by Amicus Accounting. If the firm is NOT set for automatic client matter file numbering, enter a unique Client ID, up to 15 characters long, and a Matter ID, up to 10 characters long.
• In the New Client screen, describe the client. First, if the Client is an Individual, leave the Individual/Company flag set to the default and fill in the Client's First Name, Middle and Last Name. The Client Name and Mail To fields will be filled in for you. You may edit the Mail To name if necessary to reflect how you would like it to appear on billing statements.
• If the Client is a Company, change the Individual/Company flag to Company and fill in the Company Name. The Client Name and Mail To name will be filled in for you. You may edit the Mail To name if necessary.
• Enter the client's address and contact information.
• Enter the contact name on the file. This name will print after the "Attention" line on billing statements.
• Enter the salutation for the contact name.
• Enter the telephone, fax and e-mail details for the Client.
• Click OK.
  In either case, the new Client Matter ID is now shown at the bottom of the Change Client on Matter screen.
  
  

4. Change Client on Matter

   Click Change Now to reassign the matter as specified.
   
   
5. In the "successfully changed" message, click OK.
   
   
6. The Change Client on Matter window appears, open to the Matter Notes view. Enter or edit notes if desired. You may also edit information on the Billing, Billing Contacts, or Diary Report Items Not Reviewed views. When finished, click Save or Cancel, as appropriate.

Amicus Accounting 2008 Overview

Ordering Compatible Checks and Envelopes

Amicus Accounting 2008 is currently not available in Canada.