FAQ: How to recover slips created in Brief EnCounter assigned to matters that do not exist in Brief Accounting.

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FAQ: How to recover slips created in Brief EnCounter assigned to matters that do not exist in Brief Accounting.

 

 

Creating new matters in Brief EnCounter is not recommended as it may lead to several complications. We recommend that all new matters be created in Brief Accounting and then exported to all Brief EnCounter users. If a user does create a matter in Brief EnCounter you must create that same matter, with the same File Number in Brief Accounting. If the matter lists in Brief EnCounter and Brief Accounting are out of sync, it can result in slips being imported to Brief Accounting that belong to a matter that doesn't exist.

If this occurs, here are the steps to recover those slips in Brief Accounting.

 

1st - Run a report to get the list of non-existent file numbers

Choose the Billing module > Summary tab
Check the Active Only checkbox > Click OK
Click the Data Check button
Select "Check Non-Existent Files"
Click OK when prompted "Okay to create Matter Cards for nonexistent file numbers?"


This will create a client name "(Unknown Client)" and assign these matters and the associated slips to the matters.

 


2nd - Move the slips to a different matter OR move the newly created matter to a different client

 

 

Move the slips from one matter to another:

 

Choose the Billing module > Summary tab
Pull up the matter in question


Click the Modify Slips button


Check the File Number checkbox > Enter the File Number to which you want to move the slips > Click OK

 


Move the matter to a different client:

 

Choose the Client module > Matter tab
Pull up the matter in question
Delete the client name as it currently exists and enter the name of the client to which you want it to be moved
Click Accept

For additional information on moving a matter to another client, please read: http://www.briefsoftware.com/help/cm/cm_faq_07.html

 


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