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Providing integrated Legal Cashiers Accounting Software, Fee Earners Time Recording and Solicitors Case Management Tools to the Legal Profession.

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OPSIS provides Total Practice Management Solutions to Legal Practices
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Support | FAQ | Millennium
Millennium Accounts

Millennium Accounts and Solo

F.A.Q.'s

Millennium Solo

This section of our FAQ pages intends to provide answers to solicitors and legal cashiers for some of the more commonly asked legal accounting queries, and day-to-day operation of Millennium Accounts and Millennium Solo. These pages provide instructions and snapshots of the Millennium posting screens to provide examples of how to carry out a number of different legal accounting procedures.

May we remind you to also look in the product Help pages which we update every time a new version of the product is released, providing release information, new features and upgrade instructions, and additional Help topics. Please note our policy is not to produce paper manuals for Millennium due to the fast rate of changes to these products.

Some of the pages below have several screenshots, so please be patient while your browser loads the images. If you find that some of the screenshot images are too small, please use the Adobe PDF format document instead which allows you to zoom in to increase the size of the page. PDF format is also better if you want to print the topic.

If the answer you are looking for cannot be found here please try searching our Knowledge Base.

We will be pleased to add new topics to our How To section, so please let us know if you have something in mind -.

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For more general accounting principles you may like to visit our Bookshop where you can buy from a selection of recommended books.

We have provided most of these procedures in PDF format, indicated by the PDF Format image, for you to download and view or print on your computer. To view Adobe Portable Document Format (PDF) files you will need to download Adobe Acrobat PDF Reader, click here to go Adobe's download pages. You will only need to do this once.

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GENERAL PROCEDURES

Millennium Accounts Installation / Upgrade Instructions (PDF only)

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Download PDF format 1.3Mb

We have produced a comprehensive and detailed document explaining recent changes (Jan '08) to Legal Aid - "Millennium Accounts January 08 Legal Aid Update", which can be downloaded from the following link:-

Release Notes for Legal Aid changes in Millennium V5.69

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Download PDF format 1.19Mb

The links below provide Web Page versions of the documents: Unique (Hosts) & Total Hits
PDF Format:
Unique (Hosts) & Total Hits

How to add a Client / Matter record

Download PDF format 4.1Mb

How to archive a Matter

Download PDF format 914Kb

How to set up a Bank

Download PDF format 70Kb

How to set up Fee Earners

Download PDF format 338Kb

How to set up Fee Types

Download PDF format 306Kb

How to change Nominal codes

Download PDF format 233Kb

How to Backup your Data Recommended!

Download PDF format 150Kb

Adding a VAT code for Ireland VAT Rate change

Download PDF format 421Kb

1st December 2008 Ireland VAT Rate change

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Download PDF format 421Kb

How to Add or Edit a Matter Type

Download PDF format 160Kb

How to enter HMLR search fees

Download PDF format 321Kb

Understanding the client ledger card

Download PDF format 63Kb

POSTINGS RELATED

The links below provide Web Page versions of the documents:

PDF Format:

How to make a Client posting

Download PDF format 245Kb

How to make Nominal Postings

Download PDF format 301Kb

How to post a Journal from Bank to Bank

Download PDF format 242Kb

How to post a Private Bill

Download PDF format 2.5Mb

How to post Client Interest

Download PDF format 89Kb

How to post Office transactions

Download PDF format 324Kb

How to post Scale charges

Download PDF format 717Kb

How to post Transfers

Download PDF format 256Kb

How to deal with miscellaneous charges

Download PDF format 179Kb

Converting a Proforma to an actual bill

Download PDF format 47Kb

Time Recording

Download PDF format 239Kb

Recalculating time recordings

Download PDF format 62Kb

SPECIAL PROCEDURES

The links below provide Web Page versions of the documents:

PDF Format:

How to produce a Trial Balance

Download PDF format 16Kb

How to Reconcile the Bank

Download PDF format 83Kb

 How to write off Bad Debts on a Ledger Card Recommended!

Download PDF format 134Kb

How to post Year End Journals

No PDF

How to clear Future Disbursements from a Bill Recommended!

Download PDF format 737Kb

Period End Maintenance - Month / Year End Recommended!

Download PDF format 243Kb

Checklist for Take On Balances

Download PDF format 30Kb

Take on Balances

Download PDF format 3.02Mb

Editing a document template

Download PDF format 47Kb

Using the Wills and Deeds module

Download PDF format 47Kb

 

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