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Juris® Answer Center

Management Utilities

  • Updated

Management Utilities are accessed from the Management folder for the selected Juris database. These utilities can affect shared code tables, user access support, and employee-specific preferences, so they should be used carefully and only by appropriate administrative users.

Use Management Utilities in the Juris Management Console to load ABA codes, retrieve an encrypted SMGR password for Juris Support, or clear employee preferences.

In this article

Open Management Utilities

  1. Open Juris Management Console.
  2. In the Management Console menu tree, double-click the Juris folder.

  3. Double-click the appropriate database.

  4. Two folders appear: Database and Management.
  5. Double-click the Management folder.

The available Management Utilities appear, including Load ABA Codes and Get SMGR Password.

Load ABA Codes

Some insurance and corporate clients require outside counsel to provide printed and electronic bills that follow specific formats. These requirements may include the use of Task Codes.

The industry-standard UTBMS codes are available for import into Juris through the Load ABA Codes utility.

To load ABA codes:

  1. Double-click Load ABA Codes.

  2. Click the yellow Right arrow to continue.

  3. Select the type of ABA codes to import:

    • Activity Codes
    • Expense Codes
    • Task Codes
  4. Multiple code types can be selected at the same time.

  5. If Task Codes is selected, choose the Task Code groups to import.

    Multiple Task Code groups can be selected at the same time.

  6. Click the yellow Right arrow to continue.

  7. Review the list of codes selected for import.

  8. If the list is correct, click Finish.

    If the list is not correct, click the yellow Left arrow to change the selection.

  9. If Juris is open, a message appears. Make sure all users are out of Juris, then click Refresh.

  10. Continue only when the number of connections is zero.
  11. When the import is complete, Juris automatically displays a report listing the codes that were imported.

  12. To confirm the import, go to Tables and review the imported Task Codes, Activity Codes, or Expense Codes.

    If Expense Codes are imported, it may be necessary to enter G/L account numbers for those codes, depending on the firm’s accounting and expense distribution methods. G/L will be locked, and transactions will not be allowed until the accounts are entered and Validate Accounts is run in Firm Options.

Get SMGR Password

Use Get SMGR Password when the person with SMGR authorization forgets the SMGR password. This utility retrieves an encrypted version of the password for Juris Support.

To retrieve the encrypted SMGR password:

  1. Double-click Get SMGR Password.

  2. Click the yellow Right arrow to continue.

  3. Review the next instruction screen, then click the yellow Right arrow to continue.

  4. On the final screen, click Finish.

  5. Copy the encrypted number that appears.

  6. Provide the encrypted number to Juris Support.

Juris Support can decipher the number. Before providing the password, Juris Support must determine that the caller is the person who should have SMGR rights.

Clear employee preferences

Use Clear Employee Preferences to reset selected saved preferences for a Juris user.

To clear employee preferences:

  1. Have the affected user exit Juris.

  2. Open Juris Management Console on an administrative workstation or the server.

    Navigate to Start > Programs > Juris > Juris Administrative Tools > Juris Management Console.

  3. Expand the Juris Management Console folder.
  4. Expand the folder for the company name.
  5. Expand the Management folder.
  6. Click the Users folder.
  7. In the right pane, locate and select the user.
  8. Right-click and select All Tasks > Clear > Employee Preferences.
  9. Close Juris Management Console.
  10. Have the user log back in to Juris and verify that the issue is resolved.

Effects of clearing employee preferences

Clearing employee preferences resets selected user-specific settings.

Juris menu views

Clearing employee preferences may reset:

  • Whether Juris opens in Explorer View.
  • How different areas of Juris display menus, such as Large Icons, Small Icons, List, or List Details.

Journal Entries

Journal Entries resets to View by Control Number.

Cash Receipts

Cash Receipts preferences are accessed by opening a new cash receipt and selecting Tools > Preferences.

Previously selected preferences remain, except the Payor Option, which resets to the default of Matter Nickname.

Reports

Clearing employee preferences removes selected report sorts and selected report options.

Time, expense, and journal import options

Time, expense, and journal import options reset to their defaults.

After these settings are reset, review and update them as needed to help prevent accidentally reimporting batches that have already been imported.

Checks

The following check preferences reset:

  • Payment Date resets to today’s date.
  • Next Payment Date resets to seven days after the payment date.

Billing

The following billing preferences reset to default selections:

  • Select Prebills
  • Reprint Prebills
  • Print Bills
  • Post Bills
  • Export & Email Bills
  • Print Statements

The Edit Prebill view resets to My Unedited Prebills.

Edit Prebill

Prebill edit preferences reset to the default for both time and expenses.

These preferences are accessed by editing a time or expense entry, then selecting Tools > Preferences.

Setup and Manage

If employee preferences are cleared for SMGR, all client templates are cleared, regardless of who created them.