Question: How do I print a report of all accounts with credit balances?

Answer: Go to Report Utilities and click Account Lists. Click the Modify button. On the Make a List of Accounts screen, under Balance Ranges, choose Cur Balance. Two boxes will appear to the right. In the first box, type in the number -50000.00 (that's a hyphen and the number). If your highest credit balance could be higher than that, type in a higher number. In the right hand box, type -0.01. In other words we want every account with a credit balance from 50000.00 to 0.01. Now exit. Verdict will find all accounts with a current balance in that range. Next under Accounts, choose the Current Balance Report. It is automatically set to use the Account List you made. Then click the Print button. The report shows each account with a credit balance, along with the amount of the credit balance. At the bottom of the report, you will see the total of all credit balances.

Question: I want a list of every account I billed for the month. How do
I get that?

Answer: Go to Reports. Under Basic Summaries choose Summary of Billed Entries. Select the billing date range. Then click Print. You will see a list of all accounts that were billed in the date range selected, with the total billed services, expenses and payments.

Question: What if I want the Billed Entries Report for one attorney?

Answer: Go to Report Utilities and click Account Lists. Choose all Accounts. Then click Override Tkpr. and pick one attorney. Then print the Summary of Billed Entries Report.

Question: The attorney wants to know how much we billed one of our clients for the year. Can I do that?

Answer: Yes. Go to Report Utilities and click Account Lists. Click Modify. Check Client Sort Name and pick One Client. Then Exit. Now under Basic Summaries choose Summary of Billed Entries. Select the date range from January 1 to the present date (or from the date you began using Verdict 10 if you started up during the year). Print the report. The report will show every invoice date with total services, expenses, total of services and expenses, and payments. The bills will be in descending order from the most recent for each of the client's account. The totals will be shown at the bottom of the report.

Question: Can I get a report of all time posted by a timekeeper for the month?

Answer: Yes. Go to Reports. Under Entries, select Posting Register. By default, Services is checked. Now click the One Tkpr. box and select the timekeeper. Also select the date range. Then print the report.

Question: Can I get a report of all time posted to one attorney's
accounts for the month?

Answer: Yes. Go to Reports. Under Report Utilities, select Account Lists. Then click Modify and check Primary Timekeeper and select an Attorney. Then Exit. Next under Entries, select Posting Register. By default Services is checked. Do NOT click the For One Tkpr box. Do click Use Account List. Then enter the date range, and print the report. This report will show all services posted to the attorney's accounts, regardless of who the timekeeper was.

 

 

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