Agents Journals

Applies to Front Desk

Processing: Agents Journals

Dynamic is an integrated Trust and Business accounting system, and all standard transaction processing functions are possible in the Core module. To facilitate workflow and allow non-accounting staff to capture transaction details directly onto the system, Dynamic’s Front Desk provides a handy little processing screen for Agents’ Journals.

Law firms represent clients and act as an agent on behalf of the principle.  Often third parties are contracted to provide specific professional services which the law firm does not provide directly, such as using Tracing Agents or Private Investigators to find missing persons, or Expert Witnesses to provide research or courtroom evidence. There are many possibilities.

Front Desk, under Processing: Agents Journals.

Agents Journals processing screen
Agents Journals processing screen

Notes

  • For ease of use the screen is color coded.
  • Start by Selecting the relevant Agents List from the first dropdown. (Top left)
  • Then Select the Agent you wish to use from that list.
  • Notice that the Contra account box will show the the Agents’ account number and the Rearview will immediately update to show recent transactions.  Check the entries to prevent duplicates.
  • Select the client account number you wish to use. Remember the search General Search is always available here.
  • Notice that the Debit account box will show the client account number and the Rearview will immediately update to show recent transactions.  Check the entries to prevent duplicates.
  • Document Properties should be completed based on the document received back from the agent.
    The Agent’s Reference should appear on the Agent’s report. This makes matching source documents to transaction entries easy.
    Document Type refers to the type of document provided by the Agent, such as a Report, or an Invoice.
    Status of the document implies the result contained in the Agent’s report.
  • The document Date refers to the date the document was issued by the Agent.  This is especially important when dealing with Court dates.  The Processing Date should be the date on which we process this transactions, normally Today.
  • The Amount is the total amount owing the Agent.
  • If we are entitled to an allowance, enter the applicable percentage, and Dynamic will calculate the value and process same as a Fee.
  • Click Accept the process.

Remember to Refresh Bookset & Folders to get the latest lists!

-Dynamic

search

Search on a Processing Console screen

Search options on a Console processing screen
Search options on a Console processing screen

The Dynamic Console Processing screen allows for interactive information search and display.

 

When processing transactions it is important to be able to see accurate, up-to-date information immediately.  Find the correct account number to process against and avoiding mistakes and duplicate transactions are important.  Dynamic provides several tools to make processing quick, easy and error free.

 

All processing screens allow for multiple search options.

search
Search

SEARCH The magnifying glass, on the right hand side of the screen represents the general Search option.  This allows standard and extended searches on a variety of data fields, including, but not limited to the file name, parties, email and legacy numbers.  This is the most powerful search available and should locate any file on a variety of criteria.  Returning from a successful search will automatically update the Account number input.

 

 

QUICK SEARCH The Quick Search requires at least four (4) characters to search.  This is handy for on-screen searches on information such as legacy numbers or client references.  Selecting an item from the drop down list will automatically update the Account number input.  This search is designed to facilitate posting.  Searches are limited, but very fast.

GUIDE DATE The Guide Date Date Control Selector is useful and optional, but handy for processing on a specific date.  Common use includes backdated transactions, such as capturing year end or audit correction entries, or finalizing a previous month end.  For normal, up-to-date processing this control may be ignored.

REAR VIEW MIRROR The onscreen Rear view Mirror updates automatically with the current account.  It includes a header with ordinary file information, such as the client and party names, the legacy number and department and file type.  It also shows the last few transactions and current balance on the account.  This short report is intended to facilitate processing and prevent duplicate transactions.

 

These Dynamic tools provide a powerful user dialogue to facilitate accurate and easy transaction processing.

Dynamic