Offices

Offices in Juris represent distinct branches or departments within a firm. Each office is configured with a unique address, specific tax settings, and dedicated general ledger account numbers. Users can easily find, edit, delete, and create office records to ensure precise financial management and billing compliance for each firm location.

This article covers the following:

• Overview of Offices
• Find an Office
• Edit an Office
• Delete an Office
• Create an Office

Overview of Offices

Offices in Juris help differentiate between various branches of the firm or departments within a firm. Each office can be assigned a unique address, distinct tax settings, and specific general ledger account numbers. Offices are a required field on Client/Matter forms as they connect to a Cash Account via an Operating Bank Code. This assignment not only supplies the necessary Cash Account for A/R Cash Receipts but also designates the Prepaid Asset, Liability Accounts, and Interest and Surcharge income accounts. Additionally, an Office can have a Tax Accounting Method and various tax options (e.g., Calculate Tax on Fees, Expenses, Surcharges) that determine the required account numbers.

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Find an Office

You can search for an office using the Finder in Juris, which is pre-configured to search only in Offices when you follow these steps:

1. Navigate to Offices by selecting Tables > Offices.
   
2. Open the Finder Form by selecting Tools > Find from the menu.
3. Review the default settings. The Look In field displays the path: Juris\Tables\Offices. The Search Subfolders option is enabled by default.
4. Optional: Refine the search by checking the Case Sensitive box if you want the search to match the exact case.
5. In the Named text box, enter all or part of the office name or description.

   Details on the Address, G/L Acct., Fee/Exp. Account, Tax Method, Tax 1, Tax 2 and Tax 3  tabs are not included in the search.

6. Initiate the search by clicking the Find Now button or press Enter. The search results display at the bottom of the form.
7. Double-click an item to open it.

   Click the New Search button to clear the current search criteria and results before performing a new search.

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Edit an Office

To edit an existing office, follow these steps:

1. Access the Table by selecting Tables > Offices.
2. Find the office and double-click the icon or description to open it.
3. Modify the office details as required.

   The Office Code itself cannot be changed.

4. Optional: Spell check the form by clicking the Spell Check icon on the toolbar.
5. Save the modifications by clicking the Save icon on the toolbar.

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Delete an Office

To delete an existing office, follow these steps:

1. Access the Table by selecting Tables > Offices.

2. Find the office and double-click the icon or description to open it.

3. Click the Delete icon on the toolbar.

   If the office is referenced elsewhere in Juris, a message will indicate that it cannot be deleted.

4. At the confirmation prompt, click Yes or press Enter. The office is deleted.

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Create an Office

To create a new office, follow these steps:

1. Access the Table by selecting Tables > Offices.

2. Click the New icon on the toolbar. This opens the Offices – New window.
   

3. Enter the office information:

   1. Office Code: Enter a 1–4 character code (digits, alpha characters, or a combination).

   2. Description: Enter up to 30 characters.

   3. Enter Additional Details: Navigate through the following tabs to enter the required information:

      1. Address Tab: Input address details. For example, enter city, state, and ZIP on one line in the format City, ST 12345.
         

         The city, state and ZIP information on the Address tab should be entered on one line in the format:  City, ST 12345

      2. G/L Account Tab: Enter the appropriate general ledger account numbers. This information is required.
         

         In Juris, each Office is assigned a Default Bank Account, which receives cash receipts posted with A/R for the designated client or matter, while PPD deposits are placed into the Office’s PPD Asset Account. If PPD deposits are intended to go into the Default Bank Account for a particular Office, ensure that the PPD Asset Account is configured with the same G/L Account Number as the Default Bank Account’s G/L Asset Account Number, so that all related deposits are managed under a consistent account..

      3. Fee/Exp. Account Tab: Specify the fee and expense account numbers as required.
         

      4. Tax Method Tab: Set up the Tax Accounting Method and Tax A/R account.
         

      5. Tax 1, Tax 2, and Tax 3 Tabs: Define the Tax Options as needed.
         

4. Optional: Perform a spell check by clicking the Spell Check icon on the toolbar.

5. Click the Save icon on the toolbar. The office is added.

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