Appliance
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wide
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settings
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for
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legal
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practices.
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Covers
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Firm,
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Matters,
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Time
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Billings,
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Budge,
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General
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and
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Practise
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Licensing.
To access appliance settings select the settings icon, the grey cog, from the top menu bar. From the settings screen, select 'Appliance Settings'.
Practice
The Firm Jurisdiction Country and the Firm Jurisdiction State will impact on the matter types for setting up of matter and also for the document precedents that are applicable.
The Director's Name will need to be the legal practice director name as nominated by the Queensland Law Society for Queensland firms and follow the law society conventions for other states
The Firm Name is what will appear appear on all stationary, receipts and tax invoices.
The ACN only needs to be completed if the business is an incorporated company.
The ABN (Australian Business Number) will appear on all tax invoices.
The Street Address is the address for your main office.
The Mailing Address is where all correspondence is to be sent and can be a PO Box.
The Phone, Fax and Email are your normal business contacts.
The Email From Address is a particular address in that if the firm emails out a tax invoice to a client this is the email that will send it. If the firm has set up a link to an Outlook email and is sending stuff directly from Wise Owl this is the email address that will occur.REWORD It doesn't necessary have to be a particular person's email address.
The Power User Name and the Power User Contact is the person who is the firm's system champion and who should be the main person to lodge support calls for the practice and should buddy up with any new users of the software.
Contacts
The first field in the contacts area, under Manage List Definitions, indictates the number for the next new contact. This numbering system controls the reset of the auto-numbering of the contacts. TEST
The reset shouldn't generally be used as contacts should each have a unique contact number. Therefore the contact numbers should just increase incrementally by one.
| Field Name | Default Value | Description |
|---|---|---|
| {auto} | Template defining how new contact numbers are generated. See below for a more detailed description. | |
| Reset Contact Auto-Number on Rollover | Unchecked | If your Contact Number Template contains both Auto Number and Calendar Year parts, the system will automatically reset your next auto number on the first Contact created in the new year. The person who creates this first contact is notified when they are creating the contact and after it is saved. If this is unchecked, a notification will appear, but the system will not automatically reset the auto number. The new auto number value is determined by the Contact Auto-Number on Reset |
| Next Contact Auto-Number | 1000 | The next auto number the system will use when creating a new contact. This number will increase as you create contacts. Setting this number determines the next number used when you create a contact. Important: as contact numbers must be unique, be very careful changing this value. Changing it to a lower number without also changing your Contact Number Template may cause errors when creating new contacts. |
| Contact Auto-Number On Reset | 1000 | The auto number the system will use when the calendar year rolls over. This number will be the first used for the first contact in the new year. |
Contact Number Template (NOTE: this will be identical to Matter Numbers and should not be copy-pasted there but a new page made with a link from here)
The Contact Number Template determines how automatically generated contact numbers are created. The auto generated parts are listed below:
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{auto}- A simple auto-number.- 1000, 1001, 1002...
{calYr}-{auto}- A two part number with a hyphen between the parts.- 13-1000, 13-1001, 13-1002...
- The first contact created in January will reset the auto number part: 13-1234, 14-1000
C{calYr}-{auto}- A leading C to indicate clients, year ending in Dec and a 4 digit auto number.C{yrEnd:Jun:4}-{auto:5}- A leading C to indicate clients, 4 digit year ending in June and a 5 digit auto number.- C2013-01000, C2013-01001, C2013-01002...
- The first contact created in July will reset the auto number part: C2013-01234, C2014-00001.
Custom Fields
Custom Fields are fields that can be used to record additional information about a contact. There is some use available for the custom fields in module 1 (trust) and module 2 (finance), however custom fields will come into their own in conjunction with the documents module. EXPAND - SHOW EXAMPLES. COPY TO CONTACTS SECTION
Matters