Bill Format Update Utility

Juris® allows each matter or consolidation to use a separate bill format for prebills and final bills.  When data is converted to version 2.1, the system will automatically convert existing bill formats and will fill in the new prebill format assignment with the same format currently being used as the final bill format on that Matter or Consolidation. Users may wish to replace existing formats with one of the version 2.1 formats that was designed for version 2.1 Bill Designer.  They may also wish to assign a separate format for prebills than is being used for final bills.  This utility allows quick and easy changes to the bill format assignments for matters and consolidations.

Start the Utility

To start the utility, open the \Program Files (x86)\juris\bin folder and run the Juris Bill Format Update Utility.exe application file.

Logon

The Juris Bill Format Update Utility requires secure sign in. In the User field, type the name of a user account with administrative privileges. In the Password field, type the password. Select a company if it is not already selected, and then click Logon.

Client Range

Use this option to assign a specific bill format and prebill format to a range of clients.

Select a beginning and ending Client to define the Client range.  Enter the Client range by typing in the Client code or by using the lookup button  to select a Client using the Client/Matter finder.

The range may be further narrowed down to clients with a particular Billing Timekeeper .  Select a Billing Timekeeper by using the lookup button  or leave the Billing Timekeeper field blank to include all Billing Timekeepers.

Consolidations within the selected range will be included unless the “Exclude Consolidations” option is selected.  Select the check box to exclude consolidations in the range  or clear the check box to include consolidations.

Select the Bill Format and Prebill format to assign by typing in format code or using the lookup button  to select the format name from a drop-down list and click Assign.

Single Client/ Matter Range

Use this option to assign a specific Bill Format and Prebill format to a matter range for a specific client.

Select a client as well as a beginning and ending matter to define the range.  Enter the client and matter codes by typing in the codes or by using the lookup button  to select a code using the client/matter finder.

The range may be further narrowed down to matters with a particular billing timekeeper.  Select a billing timekeeper by using the lookup button  or leave the billing timekeeper field blank to include all billing timekeepers.

Consolidations within the selected range will be included unless the “Exclude Consolidations” option is selected.  Place a check mark in the box to exclude consolidations in the range  or remove the check mark to include consolidations.

Select the Bill Format and Prebill format to assign by typing in format code or using the lookup button  to select the format name from a drop-down list and click Assign.

Bill Format

Use this option to replace all instances of one bill format with a different format. 

Select the current format and the format that will be used to replace the current format by typing in the format code or using the lookup button  to select the format name from a drop-down list and click Assign.

Prebill Format

Use this option to replace all instances of one prebill format with a different format. 

Select the current format and the format that will be used to replace the current format by typing in the format code or using the lookup button  to select the format name from a drop-down list and click Assign.

The timekeeper should be assigned to the person who is in charge of a Client or Matter. Typically the billing Timekeeper would be responsible for all transactions for that Client or Matter, including trust account responsibility.

Email Format

Use this option to update bill or prebill email from one file format to another. In the Current list, select the current email file format. In the Replace With list, select the format you want to use. Then click Assign.

Export Format

Use this option to update bill or prebill exports from one file format to another. In the Current list, select the current export file format. In the Replace With list, select the format you want to use. Then click Assign.