General

Getting Started Tutorials

• Getting Started with Time & Billing
• Getting Started with Accounts Receivable
• Getting Started with Trust Accounting
• Getting Started with Office Accounting
• Getting Started with Brief EnCounter
• Getting Started with Brief EnCounter - DataSync

Clients and Matters

• Creating New Client and Matter Cards
• Setting default rates
• Setting up Staff-Based Rates
• Setting up Position-Based Rates
• FAQ: How is Active and Inactive different from Open and Closed?
• FAQ: How do I move a matter from one client to another?
See all 9 articles

Time & Billing

• Default Tax Settings
• LSUC Transaction Levy
• BC Code of Professional Conduct - Other Charges
• Setting Default Display Columns on Prebills/Invoices
• Writing Up or Down an Invoice
• Printing Matter Notes on Prebill
See all 26 articles

Accounts Receivable

• 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
• Applying interest
• Reprint an invoice that contains multiple matters
See all 16 articles

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
See all 14 articles

Brief EnCounter

• Brief EnCounter and Brief Accounting - An overview of how they work together
• Entering Time & Disbursement Slips
• Timing an Activity
• Viewing, sorting and filtering the slips list
• Editing Existing Slips
• Printing a slips list report
See all 20 articles

DocketMan - Web-based Brief EnCounter

• DocketMan - Logging In
• DocketMan - Slip Entry
• DocketMan - Keyboard Shortcuts

Trust Accounting

• Trust Administration Fee (TAF) - British Columbia
• Printing a trust funds report by attorney
• Printing a check journal
• Accounting for interest in and out of the trust account
• Creating a New Trust Bank Account
• FAQ: How do I Reprint a Trust Check or Receipt?
See all 14 articles

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
See all 7 articles

Accounts Payable

• FAQ: How do I enter a refund from a Vendor?
• Batch posting invoices
• Accessing and printing a vendor's statement
• Posting a check
• Creating an invoice

Data Maintenance

• ★ Brief Accounting Data File Backup - Standard 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
See all 8 articles

Reports

• Billings Report by Columns
• GJE Posting Report
• Chart of Accounts
• Payables Reports
• Aged Receivables
• Financials
See all 16 articles

Special Functions

• FAQ: In Brief Accounting can I increase the font size?
• Trust Administration Fee (TAF) - The Law Society of British Columbia {Windows}
• Delayed Deposit Slip Printing
• Accessing Billing Codes
• How to turn "Check Printing On"
• Deleting a vendor
See all 7 articles

Bank Reconciliation

• Bank Reconciliation - An overview
• Bank Reconciliation - Clearing Checks
• Bank Reconciliation - Clearing Receipts
• Bank Reconciliation - Printing
• Entering a bank error
• Clearing a bank error transaction

General

• Brief Legal Quick Support - Windows
• Brief Legal Quick Support
• Remote Access - TeamViewer installation for Mac
• Remote Access - TeamViewer installation for Windows
• Practice Areas
• Printing Envelopes and Labels
See all 16 articles

Brief Accounting for Windows

• General Ledger - Modify or Setup Chart of Accounts
• Creating New Client and Matter Cards
• Trust Accounting - Assign a Trust Account to a Matter
• Trust Accounting - Post a Receipt
• Trust Accounting - Post a Check
• Trust Accounting - Transfer Trust Funds from One Matter to Another
See all 20 articles

MISCELLANEOUS

• 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
• Brief Accounting or Brief Client Window Opening Off Screen - Version 9
See all 11 articles

Docketman - Brief Accounting Mobile

• Docketman - Installation for iPad and iPhone
• Docketman - Login
• Docketman - New Slip Entry
• Docketman - Syncing Slips with Brief Accounting