Apply trust to A/R balance, balance forward, or a posted bill

1. Start Juris and log in, to open the main Juris window.



2. Double-click Transactions, to expand the folder.
3. Click Quick Checks.

4. Select Form > New > Quick Check on the menu, to open a new batch window.

   

5. In the Batch Comment box, type a name for this batch, or skip this step to accept the default.

6. Select Form > New on the menu, to open the Quick Check window.

   

7. In the Bank Account box, type the trust bank nickname, or click the ... (ellipses) button to select it from a list.
8. In the Vendor Number box, type your firm's vendor number.
9. Select Form > New on the menu, to add a new row in which to enter a payment.

This action lets you setup a new payment voucher.

Note

When adding a new voucher, you can double-click on the cell under the 'Your Invoice Number' column, to open a Quick Checks detailed voucher window. In this window, you can allocate general ledger and expense distributions, if needed.



10. In the Client column, type the client number to which the check applies.
11. In the Matter column, type the matter number to which the check applies.
12. In the Your Invoice No. column, type the invoice number to be used for this check.
13. In the Invoice Balance column, type the dollar amount that you need to remove from Trust fund.
14. Repeat steps 9 - 13 for each client or matter, if you need to pay the vendor for multiple clients and/or matters.

15. Select Form > Save on the menu.

    A Check Printing window opens.

    

    1. (Optional) Select the Manual Check check box, if the check was hand-written and is not to be printed.
    2. In the Check Number box, verify that the starting check number is correct, or if a hand-written check was created, type in the starting check number.
    3. In the Check date box, verify that the date of the check is correct, especially for a check that has already been written.
    4. Click the Print To arrow, to select the printer where you want to print the check(s).
    5. Ensure that the Show check number warning check box is selected, if you want the system to warn you if the starting check number is out of sequence.

    Note

    If you are printing the check(s), ensure that you have check stock in the selected printer before you click the OK button, as the check(s) start printing immediately.

    6. Click OK.
16. Click the window Close button to close the Quick Check window and return to the Quick Checks batch window.
17. Click the window Close button in the Quick Checks batch window, to close it.

You are now ready to finish the task by adding the funds to the A/R balance, balance forward, or posted bill.