Time & Expenses > PCLaw standard accounting template
You can set Amicus use the PCLaw standard templates for posted time entries and expenses—see Enable time entry/expense posting for the firm.
● Download the template definition files before importing
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.
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.
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).
● 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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