Frequently Asked Questions - Amicus Accounting - Integration with Amicus Attorney

What are the benefits of integrating with Amicus Attorney?
Integrating Amicus Small Firm Accounting with Amicus Attorney Small Firm Edition provides a powerful front and back office practice management solution. Initializing the integration will populate Amicus Small Firm Accounting with your existing Amicus Attorney Matter Files and Client Contact information, as well as common lists (including Timekeepers, File Types, Activity Codes, Expense Codes, and Task-Based Billing Codes). Thereafter, matter File and Client Contact data will be individually exchanged in both directions. Posted Time Entries will go directly from Amicus Attorney Small Firm Edition to Amicus Small Firm Accounting without the need for a separate posting exchange process.
With which Amicus products does Amicus Small Firm Accounting integrate?
Amicus Small Firm Accounting integration requires the corresponding version of Amicus Attorney Small Firm Edition or Amicus Attorney Premium Edition.
Do I need to set up all my Amicus Attorney Timekeepers in Amicus Accounting before initializing the Integration?
No, the Integration automatically sets up the firm's Amicus Attorney Small Firm Edition Timekeepers in Amicus Small Firm Accounting.
Do I need to adjust my Billing Rate Labels in Amicus Attorney before initializing the Integration?
Yes, before initializing the Integration you should preface your Billing Rate Labels with a Code of B-Y followed by a hyphen. This way, for example, the Amicus Attorney Label "C-Premium" will correspond to Amicus Small Firm Accounting Timekeeper Billing Rate Code "C". Do not use "A" as a prefix in any Labels because Amicus Small Firm Accounting Billing Rate Code "A" always corresponds to Amicus Attorney Label "Normal". The Amicus Attorney Labels "Normal", "Flat Rate", "Non-billable", "Other", and "Contingency" do not require prefixes-these rates are not editable and are handled automatically. For full details on preparing for Integration, see the Integration Guide, available from the Help menu or Help Center.
Will all my Client Matter Files be exchanged between Amicus Small Firm Accounting and Amicus Attorney?

Only Amicus Attorney Files that are Open, are not set to be Excluded, and have a Client assigned, are exchanged to Amicus Small Firm Accounting. If the File is Billable, it must also have a Responsible Lawyer who is a Timekeeper. Files with the Billing Category "Vacation" or "Personal" are not exchanged.

Only Amicus Small Firm Accounting Open Clients are exchanged to Amicus Attorney.

Updates to Amicus Attorney Open Files (including updates to the Client Contact information) are exchanged with the matching Amicus Attorney Client Matters, regardless of whether the Client Matter is Open or Closed, and vice versa.

Deletions are not exchanged.
What triggers an update of Client Contact information from Amicus Attorney?
The Client Contact in Amicus Small Firm Accounting is updated from Amicus Attorney only when the Amicus Client information is updated from the File Details. Or, to force an exchange of information, you may perform an Accounting Exchange from the Files menu in Amicus Attorney.
Why can't I access the Amicus Small Firm Accounting screens from Amicus Attorney?
In order to access Amicus Small Firm Accounting screens from Amicus Attorney Small Firm Edition, you must be defined as a user in Amicus Small Firm Accounting, with an exactly matching First and Last Name.
Should create new Client Matter Files in Amicus Attorney or Amicus Small Firm Accounting?
It is recommended that all new Client Matter Files be created in either Amicus Attorney Small Firm Edition or Amicus Small Firm Accounting, not both. This will reduce the risk of a File being created on both sides, causing a conflict.
May I post Time Entries from more than one month together?
It is recommended that you post Time Entries from Amicus Attorney Small Firm Edition for only a single month at a time. Multiple month postings might not be compatible with your accounting method.