Mac OS
Getting Started Tutorials
Clients and Matters
- Conflict Searching
- Creating New Clients and Matters
- Brief Accounting Rate Types
- Setting up Staff-Based Rates
- Setting up Position-Based Rates
- Billing Rate Reports
Time & Billing
- Entering a New Time Slip
- Entering a New Disbursement (Cost) Slip
- Disbursements: Hard Costs vs. Soft Costs
- Editing an Existing Slip
- Move Slips from One Matter to Another
- Re-Arranging Slips with the Same Date
Accounts Receivable
- Accounts Receivable Statement for a Single Matter
- Accounting for Uncollectible Accounts Receivable (as an Expense)
- Writing a Check on Accounts Receivable (Office Module not Enabled)
- Viewing Interest Detail in Excel
- How to Set / Change Interest Rate on Invoices
- Interest in Accounts Receivable
Office Accounting
- Hiding Bank Balance on Office Checks
- FAQ: Can I remove old bank accounts that are no longer in use?
- Transfer of Funds Between Bank Accounts
- Handling Credit Card Transactions as a Separate Bank Account
- FAQ: How do I enter credit card purchase transactions?
- Post an Office Receipt
Brief EnCounter
- Brief EnCounter - Browsing to and Opening the Brief EnCounter Data File
- New Brief EnCounter 7 Installation
- Brief EnCounter and Brief Accounting - How they Work Together
- Entering Time & Disbursement Slips
- Timing an Activity
- Viewing, Sorting and Filtering the Slips List
Trust Accounting
- Post a Trust Receipt
- Post a Trust Check
- Transfer Trust Funds Between Matters
- Reverse a Trust Check or Receipt
- Trust Journal
- Print a Trust Journal
General Ledger
- Cash Basis Adjustment
- Setting Up Index Accounts (GL Sub-Accounts)
- GL 7999 - Profit & Loss Summary
- Setting up GL control accounts
- Entering an Adjusting Journal Entry
- Reviewing a General Ledger account
Accounts Payable
- Reverse Accounts Payable Check
- Credit Card Statements in Accounts Payable
- FAQ: How do I enter a refund from a Vendor?
- Batch posting invoices
- Accessing and Printing a Vendor Statement
- Entering an Accounts Payable Check
Data Maintenance
- ★ Brief Accounting Data File Backup - Standalone Edition
- Brief Accounting Data File Backup - Professional Edition Version 9 (Client/Server)
- Repairing a Brief Accounting Version 9 Data File
- Brief Accounting Data File Upload (Windows)
- Brief Server Data File Upload (Mac OS X)
- Finding the Location of the Brief Accounting Data File
Reports
- Bank Errors Report
- Billings Report by Columns
- GJE Posting Report
- Chart of Accounts Report
- 1099 Report
- Aged Receivables
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
Bank Reconciliation
Exporting Data
- Exporting Financial Reports
- Exporting Trust Liability
- Exporting Clients and Matters
- Exporting Vendors
- Exporting Chart of Accounts
- Exporting General Ledger Detail
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
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
Docketman
DocketMan - Timekeeper Slip Entry
Brief Accounting Demo Tutorials - OS X
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