Time & Expenses > PCLaw standard accounting template


PCLaw standard accounting template

[IF TIME/EXPENSE POSTING IS ENABLED (AND AMICUS BILLING DISABLED) AT THE FIRM]

You can set Amicus use the PCLaw standard templates for posted time entries and expenses—see Enable time entry/expense posting for the firm.

This topic covers:

        Time entry template details

        Expense template details

        Download the template definition files before importing

Time entry template details

PCLaw creates time entries from the Amicus time entries it imports from the posting file.

        Posting filename PostedTimeFor[FirmMemberInitials][PostingDate]-[PostingTime].CSV, where PostingDate has the format MM.DD.YYYY.

        Time formatting — Ensure that every Amicus user who will be a timekeeper on time entries has set their "Time should be formatted in" option to "Tenths of an hour". (Do this from Options > My Preferences > My Time Settings.)

        Matching fields — To ensure proper importing, set up matching timekeeper IDs and activity codes (PCLaw task codes) in both Amicus and PCLaw.

        Fields exported/imported 

Amicus field exported

PCLaw field imported

Timekeeper ID (from timekeeper's user profile) Lawyer nickname
Date of time entry

Date

Matter ID

Matter ID

Activity code code Task code nickname
Task code

Explanation code nickname

Description

Explanation

Duration ("1" if Billing rate is Flat Rate Activity)

Hours

Billing rate value

Rate

 

        Required fields —  Time entries cannot be posted unless they are associated with a file that has a matter ID, and are assigned to a timekeeper who has a timekeeper ID.

Expense template details

PCLaw creates expense entries from the Amicus expenses it imports from the posting file.

        Posting filename PostedExpensesFor[FirmMemberInitials][PostingDate]-[PostingTime].CSV, where PostingDate has the format MM.DD.YYYY.

        Matching fields — To ensure proper importing, set up matching expense codes (PCLaw explanation codes) in both Amicus and PCLaw.

        Fields exported/imported 

Amicus field exported PC Law field imported
Date of expense entry Date
Mater ID Matter ID
Expense code Explanation code nickname
Description Explanation
Quantity Quantity
Calculated Price (amount divided by quantity—e.g. $200/3=66.67) Rate

 

        Required fields — Expenses entries cannot be posted unless they are associated with a file that has a matter ID, and are assigned to an "Expensed by" timekeeper who has a timekeeper ID.

Download the template definition files before importing

PCLaw requires template definition files that describe the structure of the posted entry files. Download the files at each computer where import will be performed.

        Choose Options > Firm Setup, and in the Billing Setup section, click Choose.

        Download the files AmicusCloudTime.CRL (for time entries) and AmicusCloudExpenses.CRL (for expenses).

        Copy the AmicusCloudTime and AmicusCloudExpense templates into the PCLaw static data folder (\PCLaw Data\DATA\Statdata).

Import a posted entries file into PCLaw

        Open PCLaw, choose File > Cost Recovery, select the "Amicus Cloud - Time" or "Amicus Cloud - Expense" layout, and click Process.

        In the Select Data File window that appears, identify the data file (click Browse and select the particular .CSV file) and then click OK.

        Enable time entry/expense posting for the firm

        Post time entries and expenses

        Unpost time entries and expenses


Amicus Cloud (July 2023)

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