Expense Entries advanced topics

Editing an Expense Entry

To edit an entry after it has been saved but before it has been posted:

1. On the Batch Form, select the entry to be edited.
2. Open the entry by selecting Open from the Form menu or by double clicking on the selected entry.
3. Edit the entry as necessary.
4. Save the form by clicking on the Save icon.

Deleting an Expense Entry

To delete an entry after it has been saved but before it has been posted:

1. On the Batch Form, select the entry to be deleted.
2. Open the entry by selecting Open from the Form menu or double clicking on the selected entry.
3. On the Entry Form menu, select Delete.

Print Edit List

• See Print Edit List

Mark Ready to Post

1. Double click on the Folder containing the Batch(es) to be posted.
2. Click on the Unposted Batch to be included.
3. From the Tools Menu, select Ready To Post.
4. An Unposted Batch  may also be marked Ready to Post by double clicking on the Batch  to open it and then selecting Ready to Post from the Tools menu.

Post

• See Post Transactions

Print Audit List

• See Print Audit List

Print Batch Log

• See Print Log

Purge

• See Purge Transactions

Unlock

• See Unlock Transactions

Matter/Status Lock

A matter’s status in Juris must be ‘O – Open Matter’ or the entry of expenses will not be permitted for the matter.  The matter’s lock flag must be:  "Allow time and expenses" or "Disallow time, allow expenses"  or the entry of expenses will not be permitted for the matter.

Import Expense Entries

Expenses may be imported into Juris as long as the expense information is formatted according to Juris time import specifications. The file must be in current ASCII delimited or CSV (Comma Separated Variables) format.

1. Select Transactions > Expense Entries.

   

2. Select Tools > Import from the menu.

   

3. Browse to the import file.

   The File Type may need to be changed to view All Files (*.*) in order to select the appropriate file.

   Note

   On Windows 7, if User Access Control (UAC) is enabled, Juris cannot show mapped network drives while browsing for files to import. This prevents the selection of files on such drives. To work around this limitation, you can temporarily disable UAC on the Windows 7 computer.

   Note

   Be sure to review the Import Options.  The option selected here will determine what action, if any, is to be taken on the imported file(s) after import is complete.

4. Click the OK button to begin the import process.

   The expenses  are inserted in a new, normal expense batch.

 

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