BRIEF ACCOUNTING
Data Maintenance
- ★ Brief Accounting Data File Backup - Standalone Edition
- Brief Accounting Data File Backup - Professional Edition Version 9 (Client/Server)
- Brief Accounting Data File Upload (Windows)
- Brief Server Data File Upload (Mac OS X)
- Finding the Location of the Brief Accounting Data File
- Brief Accounting Data File Upload (Mac OS X)
Special Functions
- Law Society of Alberta - Trust Safety Filing Requirements
- FAQ: In Brief Accounting can I increase the font size?
- Trust Administration Fee (TAF) - The Law Society of British Columbia {Windows}
- Reprint a Deposit Slip
- Accessing Billing Codes
- Enable Check Printing for a Bank Account
General
- Opening and Selecting a Reporting Data File
- Brief Accounting Server as a Windows Service
- Installing and Opening a Brief Accounting Archive Data File
- Brief Accounting Application Archive Installer (OS X)
- Staff Access Types & Permissions
- TeamViewer Settings for macOS 10.14-13 (TeamViewer Already Installed)
MISCELLANEOUS
- Brief Accounting Client Connection - macOS 15 or higher
- Brief Accounting or Brief Client Window Opening Off Screen - Version 10
- Printing Address Labels
- Preventing App Nap in Brief Client
- OS X 10.9 & above - Preventing App Nap in Brief Accounting
- Date Format Settings - Windows
Clients & Matters
Client & Matter Management
Billing Rates
Time & Billing
Time & Disbursement Entry
- Entering a New Time Slip
- Entering a New Disbursement Slip
- Disbursements: Hard Costs vs. Soft Costs
- Editing an Existing Slip
- Moving Slips Between Matters
- Changing the Order of Slips with the Same Date
Prebills
Invoicing
- Post an Invoice for a Single Matter
- Writing Up or Down an Invoice
- Creating a Consolidated Client Invoice or Prebill
- Split Billing
- Display a Different Client Name on Invoices and Statements
- Setting Default Invoice Display Options
Billing Setup & Advanced Features
- Default Tax Settings
- BC – Setting Up Other Charges on Invoices
- Ontario Transaction Levy – Setup and Reporting
- Equitrac - Exporting Matter List Updates
- Task Based Billing
- Adjusting Fees in a LEDES (Task-Based Billing) File
Accounts Receivable
Invoices
Receipts & Payments
Statements & Journals
Interest
Adjustments & Refunds
General Office Accounting
Cheques & Receipts
- Description of an Office Check
- Post an Office Check
- Enter an Office Check for Disbursements
- Reverse an Office Check (General Acount)
- Cut PST Cheque
- GST / HST Cheque Automation
Setup & Advanced Features
Trust Accounting
Trust Transactions
- Post a Trust Receipt
- Post a Trust Check
- Transfer Trust Funds Between Matters
- Reverse a Trust Check or Receipt
- Reprint a Trust Check or Receipt
- Applying Trust Funds to an Accounts Receivable Invoice
Trust Accounts & Reporting
Trust Compliance & Regulatory Reporting
Accounts Payable
Accounts Payable Transactions
- Create an Accounts Payable Invoice
- Batch posting invoices
- Entering an Accounts Payable Check
- Reverse Accounts Payable Check
- Accessing and Printing a Vendor Statement
- Credit Card Statements in Accounts Payable
Bank Reconciliation
Bank Reconciliation Procedures
General Ledger
General Ledger Management
- Modify or Set Up the Chart of Accounts
- Setting up GL control accounts
- Setting Up Index Accounts (GL Sub-Accounts)
- Reviewing a General Ledger account
- Entering an Adjusting Journal Entry
- Cash Basis Adjustment
Reports
Financial & Accounting Reports
- Financial Reporting
- Chart of Accounts Report
- GJE Posting Report
- Journals Reports
- Trust Liability
- Bank Errors Report
Billing & Timekeeper Reports
Client & Matter Reports
Docketman
DocketMan - Timekeeper Slip Entry
- DocketMan - Logging In
- DocketMan - Slip Entry
- DocketMan - Keyboard Shortcuts
- DocketMan - Printing and Syncing Slips
- Docketman - Settings
- Docketman - Customize Slips List View
Brief EnCounter
Setup & Configuration
Time Entry & Slip Management
- Entering Time & Disbursement Slips
- Timing an Activity
- Viewing, Sorting and Filtering the Slips List
- Editing Existing Slips
- Print a Slips List Report
- Brief EnCounter - Exporting a Slips List
Windows
Brief Accounting for Windows
- Trust Administration Fee (TAF) Setting
- Enable the XPS Viewer - Windows
- Windows - Move a Matter from One Client to Another
- General Ledger - Modify or Setup Chart of Accounts
- Creating New Client and Matter Cards
- Trust Accounting - Assign a Trust Account to a Matter
Exporting Data
Data Export Procedures
- Exporting Clients and Matters
- Exporting Time & Disbursement Slips
- Exporting Accounts Receivable Transactions
- Exporting Trust Transactions
- Exporting General Office Transactions
- Exporting Accounts Payable Transactions
Getting Started Tutorials
Module Tutorials
Brief Accounting Demo Tutorials - macOS
Getting Started with the Brief Accounting Demo
Brief Accounting Billing Tutorial
- Find Your Matter
- Create a New Client and Matter
- Enter Time & Disbursement Slips
- Modifying Slips
- Printing a Prebill
- Posting a Time & Billing Invoice
BRIEF ACCOUNTING TRUST ACCOUNTING TUTORIAL
Brief Accounting Demo Tutorials - Windows
Getting Started with the Brief Accounting Demo
Brief Accounting Billing Tutorial
- Find Your Matter
- Create a New Client and Matter
- Enter Time & Disbursement Slips
- Modifying Slips
- Printing a Prebill
- Posting a Time & Billing Invoice