Create, Edit or Delete an Office

Create a new Office

  1. Select Tables > Offices.

  2. Open a new Office form by using any of the following options:

    • Click the New icon on the toolbar.
    • Select Form > New from the menu.
    • Use the keystroke shortcut Ctrl + N.

    An Offices window opens.

  3. In the Office Code text box, type a 1-4 character code.

    The code can be digits, alpha characters, or a combination of both.

  4. In the Description text box, type a 1 - 30 character description.

  5. Enter the appropriate information on the Address tab, G/L Account Tab, Fee/Exp Account tab, Tax Method Tab, Tax 1 Tab, Tax 2 Tab and Tax 3 Tab. You can click on the tabs directly or use the arrow button located at the bottom of the form.

    NOTE: The city, state and ZIP information on the Address tab should be entered on one line in the format:  City, ST 12345

  1. Spell check the form using any of the following options:

    • Click the Spell Check button on the toolbar.
    • Select Form > Spelling from the menu.
    • Use the keystroke shortcut F7.

  2. Save the Office using any of the following options:

    • Click the Save icon on the toolbar.
    • Select Form > Save from the menu.
    • Use the keystroke shortcut Ctrl + S.

Edit an Existing Office

  1. Open Tables > Offices.
  2. Open the existing Office using any of the following methods:
    • Double-click the icon or description for the office that must be edited.
    • Use the arrow keys on the keyboard to move through the list and select the office that must be edited, then press the Enter key.

  3. Make any necessary modifications desired to the description or to the Address tab, G/L Account Tab, Fee/Exp Account tab, Tax Method Tab, Tax 1 Tab, Tax 2 Tab or Tax 3 Tab.

    NOTE: The system will not allow the code to be changed.

  4. Spell check the form using any of the following options:

    • Click the Spell Check button on the toolbar.
    • Select Form > Spelling from the menu.
    • Use the keystroke shortcut F7.

  5. Save the Office using any of the following options:

    • Click the Save icon on the toolbar.
    • Select Form > Save from the menu.
    • Use the keystroke shortcut Ctrl + S.

Delete an Existing Office

  1. Select Tables > Offices.

  2. Select the existing Office using any of the following methods:

    • Double-click on the schedule to be deleted.
    • Use the arrow keys on the keyboard to move through the list and highlight the schedule to be deleted.

  3. Delete the selected Office by using any of the following options:

    • Click the Delete button on the toolbar.
    • Select Form > Delete from the menu.
    • Use the keystroke shortcut Alt + F, D.

    If the Office is referenced elsewhere in Juris, the software does not allow the Office to be deleted, and instead shows a message stating that the item may not be deleted.  Otherwise, the system prompts "Are you sure you want to delete this item?"  

  4. Click Yes or press the Enter key to proceed with deletion.

     Click No, or tab to the No button and press Enter to cancel.

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