The Conveyancer® and PC Law™ export/import function automates and simplifies the entry of data from the Statement of Account in The Conveyancer™ into PC Law™. Save valuable time for your firm by reducing manual data entry and errors that may result from this repetitive work.
Two new directories for PC Law™ will need to be added to your User Setup prior to configuring your Statement of Account. These directories can be accessed by click on Go To > User Setup > Directories > Accounting Data Directory & Accounting Export Directory.
Accounting Data Directory
In the Accounting Data Directory field, enter the path for your PC Law™ data files (i.e. Z:\PC LAW DATA\DATA\STATDATA\). Browse your required directory by double clicking the empty field or selecting the magnifying glass
Accounting Export Directory
Create a blank folder for your Accounting Export Directory, such as c:\tcexport\. You need to create this folder to store your data files until they are imported into PC Law™. It is recommended that this folder be located on your local computer, to avoid potential issues of other users overriding your exports. Also, in the Accounting Export Directory field within The Conveyancer®, enter the path to this folder (by double clicking the empty field or selecting the magnifying glass).
Once the Accounting directories have been added to your User Setup in The Conveyancer®, the Statement of Account can be configured by doing the following:
- Log in as the Default user
- Within the Configuration select Statement of Account
- There will be 3 options: Purchase Disbursements, Sale Disbursements and Mortgage Disbursements. Each of these must be configured separately.
- For each disbursement (Purchase, Sale or Mortgage), select either Subject to HST or Not Subject to HST. In the Disbursements box, for each Name of Disbursement, select the corresponding explanation code or general ledger (GL) code from the drop down menu. All of your PC Law™ explanation expense codes and GL codes have been imported directly from your PC Law™ Data Directory. The explanation codes are sorted alphabetically and the GL Codes are sorted numerically. Transaction Levy G/L Code has been disabled. This entry is requires to be completed in PC Law™ in order for the necessary entry to show in the Transaction Levy – Summary.
Note: The Reset button will reset all Disbursement entries back to their initial default values. It will also remove any manually entered items including any PC Law™ selected values.
Note: If you do not see all of or are missing some of your PCLaw® expense codes, log back in as the Default user and uncheck the “Only expense-type codes are shown in PC Law™ disbursement” dropdown lists.
Now that you have completed your initial set up, you will see all of the designated PC Law™ codes on the Statement of Account tab under the heading PC Law™ Codes. Although selected in Configuration, these codes are not locked down. This will allow you the flexibility of changing the explanation code or GL code, in an open transaction record, should the need arise.