Profit Centers

Profit Centers in Juris classify accounting information by administrative areas for reporting and distribution purposes. Profit centers are linked to G/L accounts and assigned to Offices. Users can search for, edit, delete, and create Profit Centers.

This article covers the following:

• Overview of Profit Centers
• Find a Profit Center
• Edit a Profit Center
• Delete a Profit Center
• Create a Profit Center

Overview of Profit Centers

Profit Centers, located under Sub Accounts, allow firms to classify accounting information for reporting and distribution purposes. They enable tracking of accounting activity by arbitrary groupings or divisions, which can represent administrative areas (e.g., offices or departments) or functional activities (e.g., practice areas or timekeeper activity).

Profit Center Accounting

When the "Distribute to G/L Profit Centers" option is enabled in Firm Options, it applies to income and adjustment accounts. In this setup:

• Profit Centers Must Be Defined: Set up in Profit Center maintenance.
• Chart of Accounts Integration: G/L account numbers include Profit Center IDs.
• Office Association: Profit Center codes are assigned to Offices, which then link to Client/Matter records via Office Codes. Without an assigned Office Code, this feature remains disabled.

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Find a Profit Center

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

1. Navigate to Profit Centers by selecting Tables > Sub Accounts > Profit Centers.
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\Profit Centers. 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 profit center name or description. 

   Accounts and budgets 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 a Profit Center

To edit an existing profit center, follow these steps:

1. Access the Table by selecting Tables > Sub Accounts > Profit Centers.
2. Find the profit center and double-click the icon or description to open it.

3. Modify the profit center details as required.

   The Sub Account 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 a Profit Center

To delete an existing profit center, follow these steps:

1. Access the Table by selecting Tables > Sub Accounts > Profit Centers.
2. Find the profit center and double-click the icon or description to open it.

3. Click the Delete icon on the toolbar.

   If the profit center 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 profit center is deleted.

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Create a Profit Center

To create a new profit center, follow these steps:

1. Access the Table by selecting Tables > Sub Accounts > Profit Centers.
2. Click the New icon on the toolbar. This opens the Offices – New window.
   
3. Enter the profit center information:
   1. Sub Account Code: Enter a 1–4 character code (digits, alpha characters, or a combination).
   2. Description: Enter up to 30 characters.
   3. Optional: Copy Existing Data
      • Check the option to Copy all accounts Sub Account
      • Check the option to Copy Budget Amounts.
      • Use the drop-down list of existing Profit Centers to make a selection to copy from.
        
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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