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Automatic Trust Cheque Requisitions |
Automatically
requisition a trust cheque to offset a bill generated simply by
checking a new area in the Client Billing Entry routine.
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Modify Bill Date |
Change the bill
date on an account which was printed, but never entered in a previous
period. There is no need to re-print the bill to modify the
bill date. This can now be changed directly from the Client
Billing Entry routine.
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Screen Printing |
Print all reports
to Notepad, Wordpad, HTML format (to be viewed in Internet Explorer)
or to PDF format. Sending reports electronically is now easier!
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GL Inquiry for Prior Periods |
View the activity
on a GL Account for a prior accounting period.
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CPA Cheques |
Lighthouse 7 is
compliant with the Canadian Payment Association's latest
requirements. Whether you choose to use magnetic ink and
completely print your cheques, or have a printer re-print the details
for you. Lighthouse will produce cheques in either format.
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Cheque Copies |
You may now
specify the number of copies of a cheque you would like printed.
For cases where multiple copies are required, users may enter a
caption to appear on additional copies (i.e. "FILE COPY")
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New Returned Cheque entry routine |
There is no longer
a need to re-enter cheque information to show it has been
cleared. The revised routine displays all outstanding
cheques. A simple click marks the cheque as being cleared.
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Accounts Payable Cheque Stub |
If paying many
invoices with a single cheque, the system will prompt you to choose a
printer on which to print the remittance advices in cases where the
number of invoices paid exceeds the space available on the stub.
Never waste a cheque again - simply send the stub information to
another printer/printer tray.
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User Defined Receipt Type |
Users can now
define the types of receipts to be used in the Cash Receipts/Trust
receipts entry routine. Only display the types of receipts your
firm will accept.
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New calculator |
We've revamped the
look of the system calculator. You may now use either your
mouse, or the numeric keypad to quickly perform calculations, and
then transfer the current display from the calculator directly to the
data entry screens in Lighthouse.
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Effective Dates for
Client/Matter rates |
Enter multiple
client or matter specific rates based on effective dates. For
example, if a timekeeper's rate changes every 3 months, you can now
enter multiple rates, which the system will then evaluate by
effective date. There is no need to wait to enter rate changes.
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To Do Listing |
View all diary
reminders to a specific timekeeper based on the recall date.
Reminders for past dates not completed will also be displayed.
Once completed, a simple 'click' will allow you to enter a docket
based on the matter in the reminder, view the file for more
information, complete or modify the reminder.
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Bill Font and Font Size |
Control the font
and font size used when printing accounts.
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Default Billing Format |
Specify a
firm-wide default billing format. All files without a
file-specific billing format defined will use this setting. |
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Trust Summary |
A revamped trust
summary will now appear (if dictated by the billing format) on
a separate page.
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New Deposit Cleared entry routine |
There is no longer
a need to re-enter deposit information to show it has been
cleared. The revamped routine displays all outstanding
deposits. Clear the deposit simply by 'clicking' on the
deposit. A real time saver!
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Multiple Graphics in Firm Letterhead |
Perhaps your firm
has a company logo, as well as a watermark to appear on client
correspondence. A more flexible letterhead setup routine now
allows multiple graphics with greater control of their placement.
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Revamped Time Entry |
Modify existing
time entries (within the current journal) from the time entry routine
itself. Quickly view all time entries based on the entry date.
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Revamped Time Entry Journal |
Maintain over
12,000 time entries in a single journal (as opposed to 1000 in
previous versions). For many firms, this allows a single time
entry journal to maintain all entries for a month.
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Starting and Ending dates
on Billing Statements |
Now specify both
the starting and ending dates for details on a billing
statement. Details relevant, but prior to the starting date
appear as a Balance Forward.
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Starting and Ending dates
on Billed Billing Statement |
Billed information
from the Billed Billing Statement is now available based on both a
starting and ending dates. Quickly determine the billing
activity based on a specific date range.
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Maintain Defaults for
Billing Statements |
Lighthouse will
maintain the default stettings for billing statements. Once you
have set the parameter, you do not need to specify the format each
time you print.
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Track Time Modifications |
Which user
modified a time entry? What was the entry prior to
modification? Greater accountability is now available as these
details are now available in the Time Header Journal.
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AR Notes Archive |
Maintain
billing/payment notes on a client, even after the specific bill has
been paid. The AR Notes Archive allows you to accurately
maintain client notes throughout the life of client activity.
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Overhead routines |
Quickly identify
the variance between cost of a disbursement, cost associated with
time billed, and disbursement/time charged to clients.
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Prevent Suspense Time Entries |
You can now
control whether or not users can use the time entry suspense module.
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Include Billing Lawyers
Name/Email in Firm Letterhead |
Give your clients
a personal contact printed directly on the letterhead. Ensure
your clients have your personal email address, as opposed to a
general address.
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Re-Rate Unbilled Time by
Group Code |
Save time by
assigning a client group code to all accounts to be effected by a
re-rate. Running the re-rate once with that client group code
will re-rate all unbilled time for all clients/matters within that
group code.
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Export Reports to Spreadsheet |
Nearly all
standard reports are now exportable to Spreadsheet. Quickly
perform calculations, or re-format any report to your specific requirements.
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Report Defaults |
Report defaults
are now saved by clicking on a 'Report Defaults' button (as opposed
to the system 'remembering' the last settings used to produce the
report). Avoid having your preferred defaults inadvertently
re-set by a user producing the report with different settings.
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Time Entry Details |
Time entry details
are now available from a Matter Status Inquiry by clicking on the
time section. Quickly display additional information without
leaving the inquiry routine.
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New Menu Layout |
The introduction
of new sub-folders ensures that each menu, and it's sub menus are
user friend, and easy to navigate. The addition of sub-folders
keeps menu options neatly organized so you can quickly located the
routine you need.
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New Menu Option |
Choose from
Explorer style, List box style, or (new) Menu bar style for your
menu. If you prefer to navigate through the system using your
mouse, or by entering alpha numeric codes, Lighthouse offers a menu
option which will ensure you can quickly move from one routine to another.
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Spawn New Sessions |
No matter which
menu option you choose, you may now opt to have the main menu
constantly active. Open multiple routines at the same time.
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Tracking Units for Disbursements |
You can now track
the number of units recorded for user specified posting codes.
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Track Quotes |
Now track
hours, fees, and disbursements quoted in Matter
Maintenance. See
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Matter Email |
Now maintain both
a matter email address separate from the client email.
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Matter Contact |
The matter contact
is now maintained automatically in the conflict database in addition
to the standard fields for client name, client contact, matter name,
matter description, and attention for billing.
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Inactive
Trust Listing |
Modification to
inactive trust listing to allow selection of responsible lawyer to print
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Accounts Payable Default GL Account |
Add default GL
Account for Accounts Payable Suppliers to simplify posting of office
transactions in Approved Invoice Entry
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Conflict Checking |
Conflict Check
routine has been adjusted to allow for Detailed Scan.
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General/Trust Cheque Entry |
Changes to cheque
payee name in second screen ('auto' cheques) reflected in journal and
matter details.
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General Cheque Entry |
General Cheque
Entry (Law Firm) and Management Company has been adjusted to allow
for post dated cheques
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Menu Maintenance |
Menu Maintenance
routine adjusted to allow for sorting of programs by description or
program name
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Client Trust Statement |
Client Trust
Statement prints a detailed trust listing on Lighthouse generated
letterhead for all trust accounts for a matter. Available from
Trust Inquiry screen.
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New Files Opened Report |
New Files Opened
routine allows for date range from and to. Long Client Name
will now appear on report
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Transfer Time and Disbursements |
Split unbilled
disbursements or unbilled time by percentage amount to transfer to
other matters in Transfer Time and Disbursements routine
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GL Journal Entry |
GL Journal Entry
adjusted to allow for post dated transactions. GL Journal Entry
routine adjusted to allow for longer description. GL Schedule
adjusted to show longer description associated with Entry
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Receipt Types |
Modification to
receipt types to allow for detailed deposit information.
Receipt types may be kept separate from the primary deposit (i.e.
credit card amounts), and may also be treated as unique entries
(multiple direct deposits)
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Lawyers Reports |
Additional Lawyers
Reports allow for selection of Lawyers to print
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A/R Payments on Reminders |
Users may now
identify A/R payment/write off reversals and suppress the original
transaction and the reversal from printing on A/R Reminders
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