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Juris® Answer Center

Sub Accounts Tab

  • Updated

Use Sub Accounts to track General Ledger subcategories, such as office, practice class, or attorney.

Sub Account categories are set up in Firm Options. The individual items within each category are set up in Tables > Sub Accounts.

You can create up to seven Sub Accounts. Sub Accounts are intended to track General Ledger subcategories. They are not designed only to increase the number of General Ledger accounts in the Chart of Accounts.

For example, a Practice Class Sub Account might include items such as Litigation, Medical Malpractice, Corporate Law, and Criminal Defense.

Create a Sub Account category

  1. While Juris is in Maintenance Mode, select Setup and Manage > Firm Options.

  2. Click the Sub Accounts tab. 

  3. Click inside the box next to Active to enable the Sub Account Name field.
  4. Enter the Sub Account name.

  5. Enter the size for the Sub Account digits.

    The maximum size is eight.

  6. Enter the Segment delimiter, or accept the default.
  7. Save the Sub Account using either of the following options:
    • Click the Save button on the toolbar.
    • Press Ctrl+S.

The selections and name entered are automatically reflected in the display.

Create a Sub Account item

After you create a Sub Account category, define the items within that group. For example, within a Practice Class Sub Account, you might create items for Litigation, Medical Malpractice, Corporate Law, and Criminal Defense.

To create a Sub Account item:

  1. Select Tables > Sub Accounts, then click the Sub Account.

      

  2. Open a new Sub Account form using any of the following options:
    • Click the New icon.
    • Select Form > New.
    • Press Ctrl+N.
  3. Enter a 1-3 character numeric code.
  4. Enter a 1-30 character alphanumeric description.

  5. Optional: Select Copy all accounts from Sub Account or Copy Budget Amounts from an existing account, as appropriate.

    If either option is selected, the drop-down list of existing Sub Account accounts becomes available so you can select the Sub Account item to copy from.

  6. Optional: Spell check the form using any of the following options:
    • Click the Spell Check icon.
    • Select Form > Spelling.
    • Press F7.
  7. Save the Sub Account item using any of the following options:
    • Click the Save icon.
    • Select Form > Save.
    • Press Ctrl+S.