Part 1 of this article (May 22, 2011) explained how to manually transfer your invoice from Do Process LP’s The Conveyancer® software into LexisNexis Canada’s PCLaw® software in order to complete your bookkeeping records in PCLaw and reconcile your bank accounts.
Part 2 focuses on the new PCLaw Export feature for The Conveyancer, which Do Process released on November 9, 2012.
To use The Conveyancer / PCLaw Export feature, complete the following one-time setup:
1. Tell The Conveyancer where your PCLaw data is stored by entering the path or browsing to the “statdata” directory.
2. Create a directory in which to temporarily store the export data and enter the path to this directory into The Conveyancer. Note: You should set up this directory on your local Desktop or in your My Documents directory. If you set up this directory on a server or a shared directory, your data may be overwritten by another user.
3. Now that The Conveyancer has access to the data in the PCLaw directory, simply match The Conveyancer disbursements with your PCLaw explanation codes and G/L accounts, and define whether these disbursements are subject to HST.
Once you have completed these three steps, your setup is done. Note: If you change your PCLaw codes at a future date, be sure to amend The Conveyancer setup.
To use the PCLaw Export feature, follow these easy steps:
1. Open a new real estate matter in PCLaw.
2. Open a new file in The Conveyancer.
3. Copy and paste the PCLaw matter number into The Conveyancer file.
4. On Tab A, assign the responsible lawyer.
5. Complete the real estate transaction in The Conveyancer.
6. Enter one-off expenses on the fly by adding a new row. Note: Be sure to assign a PCLaw G/L account.
7. Export the fee and disbursement data from The Conveyancer.
8. Import the disbursement data into PCLaw.
9. Import the fee data into PCLaw.
10. Enter a transaction levy in PCLaw if it’s required for this matter.
11. Complete your PCLaw billing and transfer funds from trust to pay your invoice.
The removal of manual entries from this process eliminates any possibility for errors and saves you a great deal of time.
If you wish to complete the paper trail, staple the PCLaw invoice to The Conveyancer invoice.
As always, I invite your comments and suggestions for future post topics. Next Posting – LSUC and Credit Card Receipts.